Principle Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$32.9M	Buy	87,952 +2,683	+3%	+$1.01M	1.59%	13
2026 Q2	$31.6M	Buy	85,269 +374	+0.4%	+$134K	1.56%	14
2026 Q1	$27.2M	Sell	84,895 -2,432	-3%	-$816K	1.56%	11
2025 Q4	$29.3M	Buy	87,327 +3,226	+4%	+$1.07M	1.65%	12
2025 Q3	$27.6M	Sell	84,101 -673	-0.8%	-$213K	1.6%	10
2025 Q2	$25.8M	Sell	84,774 -40	-0%	-$11.2K	1.61%	10
2025 Q1	$23.3M	Sell	84,814 -227	-0.3%	-$65.9K	1.67%	13
2024 Q4	$24.6M	Sell	85,041 -609	-0.7%	-$178K	1.73%	12
2024 Q3	$24.3M	Buy	85,650 +1,412	+2%	+$385K	1.72%	12
2024 Q2	$22.5M	Buy	84,238 +4,572	+6%	+$1.18M	1.72%	12
2024 Q1	$20.7M	Buy	79,666 +777	+1%	+$192K	1.62%	11
2023 Q4	$18.7M	Buy	78,889 +8,176	+12%	+$1.81M	1.61%	11
2023 Q3	$15M	Buy	70,713 +32,964	+87%	+$7.3M	1.51%	13
2023 Q2	$8.32M	Buy	37,749 +556	+1%	+$116K	0.84%	26
2023 Q1	$7.59M	Buy	37,193 +446	+1%	+$89.3K	0.81%	30
2022 Q4	$7.03M	Buy	36,747 +20,194	+122%	+$3.89M	0.8%	30
2022 Q3	$2.97M	Buy	16,553 +3,717	+29%	+$741K	0.28%	63
2022 Q2	$2.42M	Buy	12,836 +3,701	+41%	+$760K	0.29%	81
2022 Q1	$2.08M	Buy	9,135 +886	+11%	+$199K	0.22%	97
2021 Q4	$1.99M	Sell	8,249 -1,047	-11%	-$247K	0.21%	92
2021 Q3	$2.06M	Buy	9,296 +428	+5%	+$97.6K	0.24%	89
2021 Q2	$1.98M	Sell	8,868 -733	-8%	-$159K	0.22%	91
2021 Q1	$1.98M	Sell	9,601 -315	-3%	-$63.7K	0.23%	90
2020 Q4	$1.93M	Buy	9,916 +4,100	+70%	+$749K	0.25%	81
2020 Q3	$991K	Sell	5,816 -371	-6%	-$62.4K	0.28%	53
2020 Q2	$968K	Buy	6,187 +915	+17%	+$135K	0.28%	51
2020 Q1	$680K	Sell	5,272 -10,401	-66%	-$1.61M	0.26%	59
2019 Q4	$2.56M	Buy	15,673 +1,145	+8%	+$179K	0.82%	29
2019 Q3	$2.19M	Buy	14,528 +1,725	+13%	+$260K	0.76%	35
2019 Q2	$1.92M	Buy	12,803 +1,045	+9%	+$154K	0.99%	28
2019 Q1	$1.7M	Buy	11,758 +1,899	+19%	+$265K	0.97%	28
2018 Q4	$1.26M	Buy	+9,859	New	+$1.36M	1.06%	28

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

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

Principle Wealth Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.1% in Q3 2026, buying an estimated $1.01M and bringing the position to 87,952 shares worth $32.9M. The position accounts for 1.59% of the portfolio, ranked #13.

Principle Wealth Partners first reported a position in VTI in Q4 2018 and has held it in 32 quarters since. 2,484 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Principle Wealth Partners held 87,952 shares of Vanguard Morningstar Total Stock Market ETF worth $32.9M as of Q3 2026.
Principle Wealth Partners bought 2,683 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $1.01M.
Vanguard Morningstar Total Stock Market ETF made up 1.59% of Principle Wealth Partners's portfolio in Q3 2026, its #13 holding.
Principle Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 32 quarters since.
2,484 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

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