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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
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% -$11.3K 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 		$1.99M 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

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Principle Wealth Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.44% in Q2 2026, buying an estimated $134K and bringing the position to 85,269 shares worth $31.6M. The position accounts for 1.56% of the portfolio, ranked #14.

Principle Wealth Partners first reported a position in VTI in Q4 2018 and has held it in 31 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Principle Wealth Partners held 85,269 shares of Vanguard Morningstar Total Stock Market ETF worth $31.6M as of Q2 2026.
  • Principle Wealth Partners bought 374 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $134K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.56% of Principle Wealth Partners's portfolio in Q2 2026, its #14 holding.
  • Principle Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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