Principle Wealth Partners’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.43M	Sell	9,123 -149	-2%	-$22.7K	0.07%	163
2026 Q1	$1.28M	Buy	9,272 +218	+2%	+$31.4K	0.07%	155
2025 Q4	$1.28M	Buy	9,054 +143	+2%	+$20K	0.07%	155
2025 Q3	$1.23M	Hold	8,911	–	–	0.07%	153
2025 Q2	$1.15M	Hold	8,911	–	–	0.07%	146
2025 Q1	$1.03M	Sell	8,911 -453	-5%	-$54.2K	0.07%	157
2024 Q4	$1.1M	Hold	9,364	–	–	0.08%	146
2024 Q3	$1.12M	Sell	9,364 -805	-8%	-$92.6K	0.08%	152
2024 Q2	$1.15M	Buy	10,169 +98	+1%	+$10.8K	0.09%	144
2024 Q1	$1.11M	Buy	10,071 +560	+6%	+$59.2K	0.09%	151
2023 Q4	$978K	Buy	9,511 +553	+6%	+$53.2K	0.08%	157
2023 Q3	$835K	Sell	8,958 -50	-0.6%	-$4.85K	0.08%	158
2023 Q2	$874K	Buy	9,008 +595	+7%	+$55.8K	0.09%	149
2023 Q1	$775K	Sell	8,413 -758	-8%	-$68.6K	0.08%	154
2022 Q4	$790K	Sell	9,171 -1,914	-17%	-$164K	0.09%	151
2022 Q3	$874K	Sell	11,085 -1,197	-10%	-$105K	0.08%	133
2022 Q2	$1.05M	Sell	12,282 -4,318	-26%	-$399K	0.13%	127
2022 Q1	$1.68M	Sell	16,600 -71	-0.4%	-$7.19K	0.18%	102
2021 Q4	$1.79M	Sell	16,671 -4,053	-20%	-$431K	0.19%	99
2021 Q3	$2.11M	Sell	20,724 -570	-3%	-$59.7K	0.24%	86
2021 Q2	$2.21M	Hold	21,294	–	–	0.25%	84
2021 Q1	$2.07M	Buy	21,294 +2,350	+12%	+$226K	0.24%	85
2020 Q4	$1.75M	Buy	+18,944	New	+$1.64M	0.23%	87
2020 Q3	–	Sell	-1,216	Closed	-$91K	–	427
2020 Q2	$91K	Buy	+1,216	New	+$85.7K	0.03%	223
2020 Q1	–	Sell	-4,209	Closed	-$341K	–	169
2019 Q4	$341K	Buy	4,209 +775	+23%	+$60.3K	0.11%	120
2019 Q3	$257K	Sell	3,434 -947	-22%	-$70.7K	0.09%	137
2019 Q2	$329K	Sell	4,381 -2,449	-36%	-$181K	0.17%	96
2019 Q1	$500K	Buy	6,830 +1,486	+28%	+$105K	0.29%	60
2018 Q4	$350K	Buy	+5,344	New	+$374K	0.29%	78

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

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

Principle Wealth Partners reduced its Vanguard Total World Stock ETF (VT) stake by 1.6% in Q2 2026, selling an estimated $22.7K and leaving 9,123 shares worth $1.43M. The position accounts for 0.07% of the portfolio, ranked #163.

Principle Wealth Partners first reported a position in VT in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.21M in Q2 2021. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Principle Wealth Partners held 9,123 shares of Vanguard Total World Stock ETF worth $1.43M as of Q2 2026.
Principle Wealth Partners sold 149 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $22.7K.
Vanguard Total World Stock ETF made up 0.07% of Principle Wealth Partners's portfolio in Q2 2026, its #163 holding.
Principle Wealth Partners first reported a position in Vanguard Total World Stock ETF in Q4 2018 and has held it in 29 quarters since.
Principle Wealth Partners's Vanguard Total World Stock ETF position peaked at $2.21M in Q2 2021.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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