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Principle Wealth Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Principle Wealth Partners’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$399K Hold
1,321
– – 0.02% 276
2025
Q4 		$399K Hold
1,321
– – 0.02% 276
2025
Q3 		$393K Hold
1,321
– – 0.02% 265
2025
Q2 		$366K Sell
1,321
-1,090
-45% -$281K 0.02% 275
2025
Q1 		$607K Sell
2,411
-30
-1% -$8.31K 0.04% 204
2024
Q4 		$684K Sell
2,441
-70
-3% -$19.8K 0.05% 188
2024
Q3 		$671K Buy
2,511
+519
+26% +$133K 0.05% 195
2024
Q2 		$498K Buy
1,992
+573
+40% +$143K 0.04% 218
2024
Q1 		$370K Buy
1,419
+80
+6% +$19.6K 0.03% 255
2023
Q4 		$324K Buy
1,339
+23
+2% +$4.99K 0.03% 260
2023
Q3 		$282K Buy
1,316
+60
+5% +$13.6K 0.03% 260
2023
Q2 		$289K Hold
1,256
– – 0.03% 268
2023
Q1 		$272K Hold
1,256
– – 0.03% 270
2022
Q4 		$252K Hold
1,256
– – 0.03% 277
2022
Q3 		$245 Sell
1,256
-3,373
-73% -$724K 0.02% 256
2022
Q2 		$912K Sell
4,629
-1,115
-19% -$242K 0.11% 142
2022
Q1 		$1.43M Buy
5,744
+3,708
+182% +$913K 0.15% 113
2021
Q4 		$574K Buy
2,036
+1
+0% +$287 0.06% 189
2021
Q3 		$570K Sell
2,035
-60
-3% -$17.2K 0.07% 182
2021
Q2 		$607K Sell
2,095
-379
-15% -$106K 0.07% 180
2021
Q1 		$679K Buy
2,474
+35
+1% +$9.87K 0.08% 159
2020
Q4 		$653K Buy
+2,439
New +$590K 0.09% 154

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Principle Wealth Partners's VBK Position: Q1 2026 in Review

Principle Wealth Partners held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q1 2026 at 1,321 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #276.

Principle Wealth Partners first reported a position in VBK in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.43M in Q1 2022. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Principle Wealth Partners held 1,321 shares of Vanguard Small-Cap Growth ETF worth $399K as of Q1 2026.
  • Principle Wealth Partners left its Vanguard Small-Cap Growth ETF share count unchanged in Q1 2026.
  • Vanguard Small-Cap Growth ETF made up 0.02% of Principle Wealth Partners's portfolio in Q1 2026, its #276 holding.
  • Principle Wealth Partners first reported a position in Vanguard Small-Cap Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Principle Wealth Partners's Vanguard Small-Cap Growth ETF position peaked at $1.43M in Q1 2022.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.