Principle Wealth Partners
VOOV icon

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

Principle Wealth Partners’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$288K Buy
1,304
+1
+0.1% +$226 0.01% 338
2026
Q2 		$286K Sell
1,303
-219
-14% -$47.3K 0.01% 339
2026
Q1 		$310K Buy
1,522
+2
+0.1% +$419 0.02% 314
2025
Q4 		$311K Buy
1,520
+1
+0.1% +$202 0.02% 307
2025
Q3 		$303K Buy
1,519
+2
+0.1% +$388 0.02% 311
2025
Q2 		$286K Buy
1,517
+2
+0.1% +$360 0.02% 313
2025
Q1 		$279K Sell
1,515
-98
-6% -$18.3K 0.02% 299
2024
Q4 		$298K Buy
1,613
+31
+2% +$5.95K 0.02% 287
2024
Q3 		$302K Buy
1,582
+2
+0.1% +$367 0.02% 282
2024
Q2 		$278K Hold
1,580
– – 0.02% 286
2024
Q1 		$285K Buy
1,580
+175
+12% +$30.1K 0.02% 290
2023
Q4 		$236K Buy
+1,405
New +$218K 0.02% 304

Other funds holding VOOV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Shakespeare Wealth Management
Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.11% 1-Year Est. Return
Stordahl Capital Management
Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return
Grant Street Asset Management
Grant Street Asset Management Canonsburg, Pennsylvania $614M AUM 9.27% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return
MMA Asset Management
MMA Asset Management Conshohocken, Pennsylvania $315M AUM 13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Principle Wealth Partners's VOOV Position: Q3 2026 in Review

Principle Wealth Partners increased its Vanguard S&P 500 Value ETF (VOOV) stake by 0.08% in Q3 2026, buying an estimated $226 and bringing the position to 1,304 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #338.

Principle Wealth Partners first reported a position in VOOV in Q4 2023 and has held it in 12 quarters since. The position peaked at $311K in Q4 2025. 263 funds tracked by Wall St. Rank hold VOOV as of Q3 2026.

  • Principle Wealth Partners held 1,304 shares of Vanguard S&P 500 Value ETF worth $288K as of Q3 2026.
  • Principle Wealth Partners bought 1 Vanguard S&P 500 Value ETF share in Q3 2026, an estimated $226.
  • Vanguard S&P 500 Value ETF made up 0.01% of Principle Wealth Partners's portfolio in Q3 2026, its #338 holding.
  • Principle Wealth Partners first reported a position in Vanguard S&P 500 Value ETF in Q4 2023 and has held it in 12 quarters since.
  • Principle Wealth Partners's Vanguard S&P 500 Value ETF position peaked at $311K in Q4 2025.
  • 263 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2026.

Based on Principle Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.