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Principle Wealth Partners’s Vanguard 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
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
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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Principle Wealth Partners held its Vanguard Mid-Cap Value ETF (VOE) position steady in Q1 2026 at 3,212 shares worth $592K. The position accounts for 0.03% of the portfolio, ranked #224.

Principle Wealth Partners first reported a position in VOE in Q2 2025 and has held it in 4 quarters since. The position peaked at $679K in Q2 2025. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

  • Principle Wealth Partners held 3,212 shares of Vanguard Mid-Cap Value ETF worth $592K as of Q1 2026.
  • Principle Wealth Partners left its Vanguard Mid-Cap Value ETF share count unchanged in Q1 2026.
  • Vanguard Mid-Cap Value ETF made up 0.03% of Principle Wealth Partners's portfolio in Q1 2026, its #224 holding.
  • Principle Wealth Partners first reported a position in Vanguard Mid-Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • Principle Wealth Partners's Vanguard Mid-Cap Value ETF position peaked at $679K in Q2 2025.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

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