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Principle Wealth Partners’s Vanguard 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
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 		$5.11K 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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Principle Wealth Partners reduced its Vanguard Mid-Cap ETF (VO) stake by 3.6% in Q1 2026, selling an estimated $333K and leaving 121,032 shares worth $8.69M. The position accounts for 0.5% of the portfolio, ranked #44.

Principle Wealth Partners first reported a position in VO in Q2 2019 and has held it in 26 quarters since. The position peaked at $9.11M in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Principle Wealth Partners held 121,032 shares of Vanguard Mid-Cap ETF worth $8.69M as of Q1 2026.
  • Principle Wealth Partners sold 4,488 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $333K.
  • Vanguard Mid-Cap ETF made up 0.5% of Principle Wealth Partners's portfolio in Q1 2026, its #44 holding.
  • Principle Wealth Partners first reported a position in Vanguard Mid-Cap ETF in Q2 2019 and has held it in 26 quarters since.
  • Principle Wealth Partners's Vanguard Mid-Cap ETF position peaked at $9.11M in Q4 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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