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Principle Wealth Partners’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Principle Wealth Partners’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.93M Buy
9,658
+21
+0.2% +$6.02K 0.14% 120
2026
Q1 		$2.52M Sell
9,637
-36
-0.4% -$9.74K 0.14% 114
2025
Q4 		$2.5M Buy
9,673
+52
+0.5% +$13.3K 0.14% 118
2025
Q3 		$2.45M Sell
9,621
-73
-0.8% -$18.1K 0.14% 111
2025
Q2 		$2.3M Sell
9,694
-245
-2% -$54.7K 0.14% 112
2025
Q1 		$2.2M Buy
9,939
+3
+0% +$716 0.16% 116
2024
Q4 		$2.39M Buy
9,936
+6
+0.1% +$1.48K 0.17% 113
2024
Q3 		$2.36M Buy
9,930
+313
+3% +$71.1K 0.17% 114
2024
Q2 		$2.1M Sell
9,617
-2,010
-17% -$441K 0.16% 119
2024
Q1 		$2.66M Buy
11,627
+102
+0.9% +$21.9K 0.21% 107
2023
Q4 		$2.46M Sell
11,525
-684
-6% -$132K 0.21% 104
2023
Q3 		$2.31M Buy
12,209
+1,528
+14% +$304K 0.23% 98
2023
Q2 		$2.12M Buy
10,681
+1,840
+21% +$348K 0.21% 99
2023
Q1 		$1.68M Sell
8,841
-5,066
-36% -$982K 0.18% 109
2022
Q4 		$2.55M Sell
13,907
-1,639
-11% -$304K 0.29% 85
2022
Q3 		$2.66M Sell
15,546
-1,351
-8% -$255K 0.25% 74
2022
Q2 		$2.98M Sell
16,897
-11,576
-41% -$2.24M 0.36% 68
2022
Q1 		$6.05M Buy
28,473
+3,931
+16% +$828K 0.64% 36
2021
Q4 		$5.55M Buy
24,542
+5,945
+32% +$1.35M 0.58% 34
2021
Q3 		$4.07M Buy
18,597
+4,622
+33% +$1.03M 0.47% 50
2021
Q2 		$3.15M Buy
13,975
+2,549
+22% +$565K 0.36% 64
2021
Q1 		$2.45M Buy
11,426
+4,128
+57% +$870K 0.29% 72
2020
Q4 		$1.42M Buy
+7,298
New +$1.29M 0.19% 103
2020
Q3 		– Sell
-4,656
Closed -$678K – 410
2020
Q2 		$678K Buy
4,656
+62
+1% +$8.32K 0.2% 65
2020
Q1 		$530K Sell
4,594
-37,199
-89% -$5.59M 0.2% 75
2019
Q4 		$6.92M Buy
41,793
+1,589
+4% +$253K 2.21% 10
2019
Q3 		$6.19M Buy
40,204
+3,252
+9% +$504K 2.14% 10
2019
Q2 		$5.79M Buy
36,952
+7,104
+24% +$1.1M 2.98% 5
2019
Q1 		$4.56M Buy
29,848
+1,535
+5% +$228K 2.61% 6
2018
Q4 		$3.74M Buy
+28,313
New +$4.12M 3.14% 5

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Principle Wealth Partners's VB Position: Q2 2026 in Review

Principle Wealth Partners increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.22% in Q2 2026, buying an estimated $6.02K and bringing the position to 9,658 shares worth $2.93M. The position accounts for 0.14% of the portfolio, ranked #120.

Principle Wealth Partners first reported a position in VB in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.92M in Q4 2019. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Principle Wealth Partners held 9,658 shares of Vanguard Morningstar Small-Cap ETF worth $2.93M as of Q2 2026.
  • Principle Wealth Partners bought 21 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $6.02K.
  • Vanguard Morningstar Small-Cap ETF made up 0.14% of Principle Wealth Partners's portfolio in Q2 2026, its #120 holding.
  • Principle Wealth Partners first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Principle Wealth Partners's Vanguard Morningstar Small-Cap ETF position peaked at $6.92M in Q4 2019.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.