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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$25.6M	Buy	377,070 +29,982	+9%	+$2.17M	1.46%	14
2025 Q4	$25.7M	Sell	347,088 -924	-0.3%	-$68K	1.45%	13
2025 Q3	$25.3M	Buy	348,012 +15,114	+5%	+$1.05M	1.47%	11
2025 Q2	$22M	Buy	332,898 +10,008	+3%	+$595K	1.37%	12
2025 Q1	$18M	Buy	322,890 +10,392	+3%	+$630K	1.29%	17
2024 Q4	$19.1M	Buy	312,498 +144	+0%	+$8.64K	1.34%	15
2024 Q3	$18M	Buy	312,354 +1,254	+0.4%	+$69.6K	1.27%	16
2024 Q2	$17.3M	Buy	311,100 +4,212	+1%	+$218K	1.32%	13
2024 Q1	$15.6M	Buy	306,888 +3,954	+1%	+$191K	1.22%	18
2023 Q4	$13.7M	Buy	302,934 +2,274	+0.8%	+$97.3K	1.18%	18
2023 Q3	$12.4M	Buy	300,660 +6,576	+2%	+$280K	1.24%	16
2023 Q2	$12.5M	Buy	294,084 +4,572	+2%	+$182K	1.25%	17
2023 Q1	$11.1M	Sell	289,512 -7,704	-3%	-$283K	1.19%	19
2022 Q4	$10.4M	Sell	297,216 -85,728	-22%	-$3.1M	1.18%	17
2022 Q3	$13.3K	Buy	382,944 +18,846	+5%	+$736K	1.26%	15
2022 Q2	$13.2M	Buy	364,098 +181,128	+99%	+$7.21M	1.59%	13
2022 Q1	$8.41M	Buy	182,970 +13,758	+8%	+$621K	0.88%	22
2021 Q4	$8.51M	Sell	169,212 -1,014	-0.6%	-$49.1K	0.89%	21
2021 Q3	$7.57M	Buy	170,226 +2,376	+1%	+$109K	0.87%	21
2021 Q2	$7.34M	Sell	167,850 -8,436	-5%	-$351K	0.83%	23
2021 Q1	$6.9M	Sell	176,286 -12,018	-6%	-$467K	0.81%	24
2020 Q4	$7.22M	Sell	188,304 -5,028	-3%	-$183K	0.95%	21
2020 Q3	$6.72M	Sell	193,332 -14,106	-7%	-$480K	1.87%	13
2020 Q2	$6.46M	Sell	207,438 -1,428	-0.7%	-$41.2K	1.9%	13
2020 Q1	$5.18M	Sell	208,866 -6,828	-3%	-$194K	1.94%	13
2019 Q4	$6.27M	Buy	215,694 +1,566	+0.7%	+$43.5K	2%	12
2019 Q3	$5.77M	Buy	214,128 +39,078	+22%	+$1.06M	1.99%	12
2019 Q2	$4.7M	Buy	175,050 +8,652	+5%	+$228K	2.42%	8
2019 Q1	$4.29M	Buy	166,398 +17,904	+12%	+$439K	2.45%	8
2018 Q4	$3.48M	Buy	+148,494	New	+$3.59M	2.92%	8

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Principle Wealth Partners increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 8.6% in Q1 2026, buying an estimated $2.17M and bringing the position to 377,070 shares worth $25.6M. The position accounts for 1.46% of the portfolio, ranked #14.

Principle Wealth Partners first reported a position in VOOG in Q4 2018 and has held it in 30 quarters since. The position peaked at $25.7M in Q4 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

Principle Wealth Partners held 377,070 shares of Vanguard S&P 500 Growth ETF worth $25.6M as of Q1 2026.
Principle Wealth Partners bought 29,982 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $2.17M.
Vanguard S&P 500 Growth ETF made up 1.46% of Principle Wealth Partners's portfolio in Q1 2026, its #14 holding.
Principle Wealth Partners first reported a position in Vanguard S&P 500 Growth ETF in Q4 2018 and has held it in 30 quarters since.
Principle Wealth Partners's Vanguard S&P 500 Growth ETF position peaked at $25.7M in Q4 2025.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

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