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Principle Wealth Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Principle Wealth Partners’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$451K Hold
1,310
– – 0.02% 272
2026
Q1 		$391K Buy
1,310
+1
+0.1% +$313 0.02% 282
2025
Q4 		$412K Hold
1,309
– – 0.02% 269
2025
Q3 		$403K Buy
1,309
+1
+0.1% +$296 0.02% 262
2025
Q2 		$373K Hold
1,308
– – 0.02% 269
2025
Q1 		$336K Hold
1,308
– – 0.02% 273
2024
Q4 		$353K Sell
1,308
-151
-10% -$40.9K 0.02% 266
2024
Q3 		$384K Sell
1,459
-78
-5% -$19.8K 0.03% 254
2024
Q2 		$384K Sell
1,537
-226
-13% -$54.3K 0.03% 248
2024
Q1 		$423K Sell
1,763
-87
-5% -$19.9K 0.03% 240
2023
Q4 		$404K Hold
1,850
– – 0.03% 233
2023
Q3 		$362K Hold
1,850
– – 0.04% 237
2023
Q2 		$375K Hold
1,850
– – 0.04% 232
2023
Q1 		$346K Hold
1,850
– – 0.04% 233
2022
Q4 		$322K Sell
1,850
-513
-22% -$90K 0.04% 239
2022
Q3 		$386K Buy
2,363
+513
+28% +$93.3K 0.04% 207
2022
Q2 		$319K Sell
1,850
-37
-2% -$6.95K 0.04% 236
2022
Q1 		$393K Buy
1,887
+13
+0.7% +$2.67K 0.04% 230
2021
Q4 		$414K Hold
1,874
– – 0.04% 228
2021
Q3 		$377K Buy
1,874
+24
+1% +$4.96K 0.04% 229
2021
Q2 		$371K Hold
1,850
– – 0.04% 225
2021
Q1 		$343K Hold
1,850
– – 0.04% 226
2020
Q4 		$325K Buy
+1,850
New +$307K 0.04% 217
2020
Q3 		– Sell
-786
Closed -$112K – 428
2020
Q2 		$112K Buy
+786
New +$106K 0.03% 197

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Principle Wealth Partners held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q2 2026 at 1,310 shares worth $451K. The position accounts for 0.02% of the portfolio, ranked #272.

Principle Wealth Partners first reported a position in VV in Q2 2020 and has held it in 24 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Principle Wealth Partners held 1,310 shares of Vanguard Morningstar Large-Cap ETF worth $451K as of Q2 2026.
  • Principle Wealth Partners left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.02% of Principle Wealth Partners's portfolio in Q2 2026, its #272 holding.
  • Principle Wealth Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2020 and has held it in 24 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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