Principal Financial Group
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Principal Financial Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Principal Financial Group’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$676K Sell
2,229
-15
-0.7% -$4.3K ﹤0.01% 1984
2026
Q1 		$588K Hold
2,244
– – ﹤0.01% 2008
2025
Q4 		$579K Hold
2,244
– – ﹤0.01% 2034
2025
Q3 		$579K Buy
2,244
+1
+0% +$248 ﹤0.01% 2028
2025
Q2 		$532K Hold
2,243
– – ﹤0.01% 1984
2025
Q1 		$497K Sell
2,243
-273
-11% -$65.2K ﹤0.01% 1935
2024
Q4 		$605K Buy
2,516
+261
+12% +$64.2K ﹤0.01% 1935
2024
Q3 		$535K Sell
2,255
-4,879
-68% -$1.11M ﹤0.01% 1938
2024
Q2 		$1.56M Buy
7,134
+3,214
+82% +$706K ﹤0.01% 1804
2024
Q1 		$1.4M Sell
3,920
-1,355
-26% -$291K ﹤0.01% 1826
2023
Q4 		$1.13M Buy
5,275
+311
+6% +$59.9K ﹤0.01% 1829
2023
Q3 		$938K Buy
4,964
+468
+10% +$93.2K ﹤0.01% 1849
2023
Q2 		$894K Buy
4,496
+1,179
+36% +$223K ﹤0.01% 1857
2023
Q1 		$629K Buy
3,317
+242
+8% +$46.9K ﹤0.01% 1921
2022
Q4 		$564K Buy
3,075
+34
+1% +$6.3K ﹤0.01% 1950
2022
Q3 		$520K Buy
3,041
+24
+0.8% +$4.53K ﹤0.01% 1953
2022
Q2 		$532K Buy
3,017
+705
+30% +$136K ﹤0.01% 2046
2022
Q1 		$491K Buy
+2,312
New +$487K ﹤0.01% 2126

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Principal Financial Group's VB Position: Q2 2026 in Review

Principal Financial Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.67% in Q2 2026, selling an estimated $4.3K and leaving 2,229 shares worth $676K. The position accounts for ﹤0.01% of the portfolio, ranked #1984.

Principal Financial Group first reported a position in VB in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.56M in Q2 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Principal Financial Group held 2,229 shares of Vanguard Morningstar Small-Cap ETF worth $676K as of Q2 2026.
  • Principal Financial Group sold 15 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $4.3K.
  • Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1984 holding.
  • Principal Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • Principal Financial Group's Vanguard Morningstar Small-Cap ETF position peaked at $1.56M in Q2 2024.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.