Twin Peaks Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History
Twin Peaks Wealth Advisors, LLC
- $293 Billion
- Q3 2025
A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 4,343 shares of VB stock, worth $1.08 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
4,343
Previous 5,053
14.05%
Holding current value
$1.08 Million
Previous $1.24 Billion
10.86%
% of portfolio
0.38%
Previous 0.4%
Shares
8 transactions
Others Institutions Holding VB
# of Institutions
2,492Shares Held
164MCall Options Held
68.3KPut Options Held
26.1K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio