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Principle Wealth Partners’s Vanguard 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
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 		$38.2K 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Principle Wealth Partners increased its Vanguard Growth ETF (VUG) stake by 0.31% in Q1 2026, buying an estimated $177K and bringing the position to 736,914 shares worth $53.6M. The position accounts for 3.07% of the portfolio, ranked #5.

Principle Wealth Partners first reported a position in VUG in Q4 2018 and has held it in 30 quarters since. The position peaked at $61.3M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Principle Wealth Partners held 736,914 shares of Vanguard Growth ETF worth $53.6M as of Q1 2026.
  • Principle Wealth Partners bought 2,274 Vanguard Growth ETF shares in Q1 2026, an estimated $177K.
  • Vanguard Growth ETF made up 3.07% of Principle Wealth Partners's portfolio in Q1 2026, its #5 holding.
  • Principle Wealth Partners first reported a position in Vanguard Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Principle Wealth Partners's Vanguard Growth ETF position peaked at $61.3M in Q3 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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