Principle Wealth Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Principle Wealth Partners’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.4M	Sell	116,717 -4,315	-4%	-$335K	0.46%	48
2026 Q1	$8.69M	Sell	121,032 -4,488	-4%	-$333K	0.5%	44
2025 Q4	$9.11M	Buy	125,520 +2,888	+2%	+$210K	0.51%	41
2025 Q3	$9.01M	Sell	122,632 -1,032	-0.8%	-$74.1K	0.52%	42
2025 Q2	$8.65M	Sell	123,664 -2,500	-2%	-$164K	0.54%	39
2025 Q1	$8.16M	Sell	126,164 -1,544	-1%	-$104K	0.58%	42
2024 Q4	$8.43M	Buy	127,708 +2,156	+2%	+$146K	0.59%	40
2024 Q3	$8.28M	Buy	125,552 +2,180	+2%	+$137K	0.59%	44
2024 Q2	$7.47M	Sell	123,372 -5,640	-4%	-$343K	0.57%	47
2024 Q1	$8.06M	Buy	129,012 +388	+0.3%	+$22.9K	0.63%	41
2023 Q4	$7.48M	Sell	128,624 -13,740	-10%	-$734K	0.64%	41
2023 Q3	$7.41M	Sell	142,364 -2,428	-2%	-$133K	0.74%	33
2023 Q2	$7.97M	Buy	144,792 +9,100	+7%	+$477K	0.8%	29
2023 Q1	$7.15M	Buy	135,692 +14,340	+12%	+$763K	0.76%	32
2022 Q4	$6.18M	Buy	121,352 +12,648	+12%	+$644K	0.7%	38
2022 Q3	$5.11M	Buy	108,704 +34,140	+46%	+$1.78M	0.48%	37
2022 Q2	$3.67M	Buy	74,564 +23,560	+46%	+$1.27M	0.44%	53
2022 Q1	$3.03M	Buy	51,004 +12,184	+31%	+$715K	0.32%	72
2021 Q4	$2.47M	Buy	38,820 +776	+2%	+$48.6K	0.26%	80
2021 Q3	$2.25M	Buy	38,044 +48	+0.1%	+$2.9K	0.26%	81
2021 Q2	$2.25M	Sell	37,996 -552	-1%	-$32K	0.26%	82
2021 Q1	$2.13M	Buy	38,548 +7,080	+22%	+$384K	0.25%	83
2020 Q4	$1.63M	Buy	+31,468	New	+$1.52M	0.21%	90
2020 Q3	–	Sell	-732	Closed	-$30K	–	422
2020 Q2	$30K	Buy	+732	New	+$28K	0.01%	327
2020 Q1	–	Sell	-11,260	Closed	-$502K	–	168
2019 Q4	$502K	Buy	11,260 +2,680	+31%	+$115K	0.16%	99
2019 Q3	$360K	Hold	8,580	–	–	0.12%	115
2019 Q2	$359K	Buy	+8,580	New	+$351K	0.18%	92

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Principle Wealth Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 3.6% in Q2 2026, selling an estimated $335K and leaving 116,717 shares worth $9.4M. The position accounts for 0.46% of the portfolio, ranked #48.

Principle Wealth Partners first reported a position in VO in Q2 2019 and has held it in 27 quarters since. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Principle Wealth Partners held 116,717 shares of Vanguard Morningstar Mid-Cap ETF worth $9.4M as of Q2 2026.
Principle Wealth Partners sold 4,315 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $335K.
Vanguard Morningstar Mid-Cap ETF made up 0.46% of Principle Wealth Partners's portfolio in Q2 2026, its #48 holding.
Principle Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2019 and has held it in 27 quarters since.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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