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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$635K	Hold	3,212	–	–	0.03%	223
2026 Q1	$592K	Hold	3,212	–	–	0.03%	224
2025 Q4	$570K	Hold	3,212	–	–	0.03%	227
2025 Q3	$561K	Sell	3,212 -914	-22%	-$156K	0.03%	222
2025 Q2	$679K	Buy	+4,126	New	+$653K	0.04%	200

Other funds holding VOE

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Principle Wealth Partners held its Vanguard Morningstar Mid-Cap Value ETF (VOE) position steady in Q2 2026 at 3,212 shares worth $635K. The position accounts for 0.03% of the portfolio, ranked #223.

Principle Wealth Partners first reported a position in VOE in Q2 2025 and has held it in 5 quarters since. The position peaked at $679K in Q2 2025. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Principle Wealth Partners held 3,212 shares of Vanguard Morningstar Mid-Cap Value ETF worth $635K as of Q2 2026.
Principle Wealth Partners left its Vanguard Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Principle Wealth Partners's portfolio in Q2 2026, its #223 holding.
Principle Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
Principle Wealth Partners's Vanguard Morningstar Mid-Cap Value ETF position peaked at $679K in Q2 2025.
1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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