TWIN PEAKS WEALTH ADVISORS, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2006218
BURLINGAME, CA
Position in VB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,163,980
+$99,538 QoQ
Shares Held
3,840
-5.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#298
of 556 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,163,980 | 3,840 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,064,442 | 4,064 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,038,764 | 4,027 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,104,338 | 4,343 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,197,459 | 5,053 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,116,954 | 5,037 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,382,330 | 5,753 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,266,226 | 5,338 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $836,183 | 3,835 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $669,311 | 2,928 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $496,418 | 2,327 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||