Principle Wealth Partners LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1743413 MADISON, CT

Position in VB

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$2,524,123

+$28,973 QoQ

Shares Held

9,637

-0.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,524,123	9,637	-0.4%	Shares	Sole	2026-05-07
2025-12-31	$2,495,150	9,673	+0.5%	Shares	Sole	2026-02-06
2025-09-30	$2,446,427	9,621	-0.8%	Shares	Sole	2025-11-03
2025-06-30	$2,297,284	9,694	-2.5%	Shares	Sole	2025-07-30
2025-03-31	$2,203,973	9,939	+0.0%	Shares	Sole	2025-05-06
2024-12-31	$2,387,422	9,936	+0.1%	Shares	Sole	2025-01-29
2024-09-30	$2,355,495	9,930	+3.3%	Shares	Sole	2024-11-13
2024-06-30	$2,096,890	9,617	-17.3%	Shares	Sole	2024-08-13
2024-03-31	$2,657,815	11,627	+0.9%	Shares	Sole	2024-04-23
2023-12-31	$2,458,628	11,525	-5.6%	Shares	Sole	2024-02-05
2023-09-30	$2,308,355	12,209	+14.3%	Shares	Sole	2023-11-01
2023-06-30	$2,124,344	10,681	+20.8%	Shares	Sole	2023-07-31
2023-03-31	$1,675,899	8,841	-36.4%	Shares	Sole	2023-05-10
2022-12-31	$2,552,490	13,907	-10.5%	Shares	Sole	2023-02-02
2022-09-30	$2,656,966	15,546	-8.0%	Shares	Sole	2022-11-14
2022-06-30	$2,975,730	16,897	-40.7%	Shares	Sole	2022-08-02
2022-03-31	$6,051,081	28,473	+16.0%	Shares	Sole	2022-05-12
2021-12-31	$5,546,737	24,542	+32.0%	Shares	Sole	2022-02-11
2021-09-30	$4,066,605	18,597	+33.1%	Shares	Sole	2021-11-16
2021-06-30	$3,148,288	13,975	+22.3%	Shares	Sole	2021-08-13
2021-03-31	$2,446,078	11,426	+56.6%	Shares	Sole	2021-05-18
2020-12-31	$1,420,774	7,298	+56.7%	Shares	Sole	2021-02-16
2020-06-30	$678,472	4,656	+1.3%	Shares	Sole	2020-08-14
2020-03-31	$530,331	4,594	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.