Principle Wealth Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.41M	Hold	4,591	–	–	0.07%	167
2026 Q1	$1.18M	Hold	4,591	–	–	0.07%	161
2025 Q4	$1.28M	Hold	4,591	–	–	0.07%	154
2025 Q3	$1.35M	Hold	4,591	–	–	0.08%	145
2025 Q2	$1.31M	Buy	+4,591	New	+$1.18M	0.08%	137
2025 Q1	–	Sell	-804	Closed	-$204K	–	350
2024 Q4	$204K	Buy	+804	New	+$207K	0.01%	326

Other funds holding VOT

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Principle Wealth Partners held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 4,591 shares worth $1.41M. The position accounts for 0.07% of the portfolio, ranked #167.

Principle Wealth Partners first reported a position in VOT in Q4 2024 and has held it in 6 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Principle Wealth Partners held 4,591 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.41M as of Q2 2026.
Principle Wealth Partners left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.07% of Principle Wealth Partners's portfolio in Q2 2026, its #167 holding.
Principle Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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