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Principle Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Principle Wealth Partners’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.1M Buy
5,974
+140
+2% +$93.3K 0.2% 90
2026
Q1 		$3.49M Sell
5,834
-19
-0.3% -$11.9K 0.2% 99
2025
Q4 		$3.67M Buy
5,853
+479
+9% +$298K 0.21% 87
2025
Q3 		$3.29M Sell
5,374
-187
-3% -$110K 0.19% 94
2025
Q2 		$3.16M Buy
5,561
+511
+10% +$269K 0.2% 95
2025
Q1 		$2.6M Sell
5,050
-27
-0.5% -$14.6K 0.19% 107
2024
Q4 		$2.74M Sell
5,077
-9
-0.2% -$4.88K 0.19% 108
2024
Q3 		$2.68M Sell
5,086
-10
-0.2% -$5.08K 0.19% 109
2024
Q2 		$2.55M Sell
5,096
-51
-1% -$24.5K 0.19% 108
2024
Q1 		$2.47M Sell
5,147
-62
-1% -$28.4K 0.19% 112
2023
Q4 		$2.28M Buy
5,209
+79
+2% +$32.3K 0.2% 113
2023
Q3 		$2.01M Buy
5,130
+1
+0% +$409 0.2% 105
2023
Q2 		$2.09M Sell
5,129
-6
-0.1% -$2.31K 0.21% 100
2023
Q1 		$1.93M Sell
5,135
-743
-13% -$272K 0.21% 97
2022
Q4 		$2.07M Sell
5,878
-314
-5% -$111K 0.23% 92
2022
Q3 		$2.03M Sell
6,192
-228
-4% -$83.3K 0.19% 89
2022
Q2 		$2.23M Buy
6,420
+1,388
+28% +$523K 0.27% 84
2022
Q1 		$2.09M Buy
5,032
+208
+4% +$85.2K 0.22% 96
2021
Q4 		$2.11M Buy
4,824
+2,652
+122% +$1.12M 0.22% 88
2021
Q3 		$857K Buy
2,172
+9
+0.4% +$3.65K 0.1% 143
2021
Q2 		$851K Sell
2,163
-60
-3% -$23K 0.1% 145
2021
Q1 		$810K Buy
2,223
+192
+9% +$68.1K 0.09% 142
2020
Q4 		$698K Buy
+2,031
New +$662K 0.09% 146
2020
Q3 		– Sell
-401
Closed -$114K – 424
2020
Q2 		$114K Buy
+401
New +$108K 0.03% 196

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Principle Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 2.4% in Q2 2026, buying an estimated $93.3K and bringing the position to 5,974 shares worth $4.1M. The position accounts for 0.2% of the portfolio, ranked #90.

Principle Wealth Partners first reported a position in VOO in Q2 2020 and has held it in 24 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Principle Wealth Partners held 5,974 shares of Vanguard S&P 500 ETF worth $4.1M as of Q2 2026.
  • Principle Wealth Partners bought 140 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $93.3K.
  • Vanguard S&P 500 ETF made up 0.2% of Principle Wealth Partners's portfolio in Q2 2026, its #90 holding.
  • Principle Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 24 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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