Principle Wealth Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$63.1M	Sell	732,355 -4,559	-0.6%	-$384K	3.11%	5
2026 Q1	$53.6M	Buy	736,914 +2,274	+0.3%	+$177K	3.07%	5
2025 Q4	$59.7M	Sell	734,640 -32,232	-4%	-$2.62M	3.36%	5
2025 Q3	$61.3M	Buy	766,872 +1,050	+0.1%	+$80.2K	3.56%	5
2025 Q2	$56M	Buy	765,822 +18,570	+2%	+$1.22M	3.49%	5
2025 Q1	$46.2M	Buy	747,252 +24,018	+3%	+$1.62M	3.3%	5
2024 Q4	$49.5M	Sell	723,234 -5,718	-0.8%	-$384K	3.47%	4
2024 Q3	$46.6M	Sell	728,952 -4,872	-0.7%	-$302K	3.3%	5
2024 Q2	$45.7M	Buy	733,824 +15,486	+2%	+$903K	3.48%	5
2024 Q1	$41.2M	Buy	718,338 +9,378	+1%	+$516K	3.22%	6
2023 Q4	$36.7M	Buy	708,960 +16,188	+2%	+$781K	3.16%	5
2023 Q3	$31.4M	Buy	692,772 +9,390	+1%	+$443K	3.16%	6
2023 Q2	$32.2M	Sell	683,382 -13,074	-2%	-$567K	3.24%	5
2023 Q1	$29M	Sell	696,456 -53,592	-7%	-$2.08M	3.1%	5
2022 Q4	$26.6M	Sell	750,048 -321,996	-30%	-$11.8M	3.02%	4
2022 Q3	$38.2M	Sell	1,072,044 -33,942	-3%	-$1.36M	3.61%	5
2022 Q2	$41.1M	Sell	1,105,986 -116,982	-10%	-$4.81M	4.94%	3
2022 Q1	$58.6M	Buy	1,222,968 +101,478	+9%	+$4.8M	6.16%	2
2021 Q4	$60M	Buy	1,121,490 +11,940	+1%	+$622K	6.3%	2
2021 Q3	$53.7M	Buy	1,109,550 +33,480	+3%	+$1.67M	6.2%	2
2021 Q2	$51.4M	Buy	1,076,070 +12,318	+1%	+$559K	5.84%	2
2021 Q1	$45.6M	Sell	1,063,752 -25,500	-2%	-$1.09M	5.33%	4
2020 Q4	$46M	Buy	1,089,252 +408,540	+60%	+$16.3M	6.06%	3
2020 Q3	$25.8M	Sell	680,712 -63,042	-8%	-$2.33M	7.2%	4
2020 Q2	$25.1M	Buy	743,754 +4,362	+0.6%	+$134K	7.36%	3
2020 Q1	$19.3M	Buy	739,392 +566,256	+327%	+$17M	7.25%	3
2019 Q4	$5.26M	Buy	173,136 +10,902	+7%	+$315K	1.68%	14
2019 Q3	$4.5M	Buy	162,234 +23,376	+17%	+$649K	1.55%	15
2019 Q2	$3.78M	Buy	138,858 +14,418	+12%	+$385K	1.95%	11
2019 Q1	$3.24M	Buy	124,440 +14,430	+13%	+$356K	1.86%	12
2018 Q4	$2.46M	Buy	+110,010	New	+$2.66M	2.07%	14

Other funds holding VUG

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Principle Wealth Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.62% in Q2 2026, selling an estimated $384K and leaving 732,355 shares worth $63.1M. The position accounts for 3.11% of the portfolio, ranked #5.

Principle Wealth Partners first reported a position in VUG in Q4 2018 and has held it in 31 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Principle Wealth Partners held 732,355 shares of Vanguard Morningstar Growth ETF worth $63.1M as of Q2 2026.
Principle Wealth Partners sold 4,559 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $384K.
Vanguard Morningstar Growth ETF made up 3.11% of Principle Wealth Partners's portfolio in Q2 2026, its #5 holding.
Principle Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 31 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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