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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
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 		$874 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 $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Principle Wealth Partners increased its Vanguard Total World Stock ETF (VT) stake by 2.4% in Q1 2026, buying an estimated $31.4K and bringing the position to 9,272 shares worth $1.28M. The position accounts for 0.07% of the portfolio, ranked #155.

Principle Wealth Partners first reported a position in VT in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.21M in Q2 2021. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Principle Wealth Partners held 9,272 shares of Vanguard Total World Stock ETF worth $1.28M as of Q1 2026.
  • Principle Wealth Partners bought 218 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $31.4K.
  • Vanguard Total World Stock ETF made up 0.07% of Principle Wealth Partners's portfolio in Q1 2026, its #155 holding.
  • Principle Wealth Partners first reported a position in Vanguard Total World Stock ETF in Q4 2018 and has held it in 28 quarters since.
  • Principle Wealth Partners's Vanguard Total World Stock ETF position peaked at $2.21M in Q2 2021.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

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