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 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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Principle Wealth Partners reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 14% in Q2 2026, selling an estimated $47.3K and leaving 1,303 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #339.

Principle Wealth Partners first reported a position in VOOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $311K in Q4 2025. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Principle Wealth Partners held 1,303 shares of Vanguard S&P 500 Value ETF worth $286K as of Q2 2026.
Principle Wealth Partners sold 219 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $47.3K.
Vanguard S&P 500 Value ETF made up 0.01% of Principle Wealth Partners's portfolio in Q2 2026, its #339 holding.
Principle Wealth Partners first reported a position in Vanguard S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
Principle Wealth Partners's Vanguard S&P 500 Value ETF position peaked at $311K in Q4 2025.
453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

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