Principal Financial Group
VBR icon

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

Principal Financial Group’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.04M Buy
4,267
+2,732
+178% +$636K ﹤0.01% 1934
2026
Q1 		$334K Sell
1,535
-415
-21% -$92.8K ﹤0.01% 2062
2025
Q4 		$413K Buy
+1,950
New +$408K ﹤0.01% 2065
2025
Q1 		– Sell
-16,905
Closed -$3.35M – 2217
2024
Q4 		$3.35M Buy
+16,905
New +$3.47M ﹤0.01% 1698
2024
Q1 		– Sell
-2,654
Closed -$478K – 2497
2023
Q4 		$478K Buy
2,654
+1,067
+67% +$174K ﹤0.01% 1963
2023
Q3 		$253K Buy
+1,587
New +$265K ﹤0.01% 2105
2023
Q2 		– Sell
-1,829
Closed -$290K – 2493
2023
Q1 		$290K Sell
1,829
-1,725
-49% -$286K ﹤0.01% 2091
2022
Q4 		$564K Buy
+3,554
New +$566K ﹤0.01% 1951
2022
Q1 		– Sell
-1,392
Closed -$248K – 2602
2021
Q4 		$248K Buy
+1,392
New +$248K ﹤0.01% 2303
2021
Q2 		– Sell
-1,371
Closed -$227K – 2654
2021
Q1 		$227K Buy
+1,371
New +$216K ﹤0.01% 2346
2020
Q2 		– Sell
-7,694
Closed -$683K – 2371
2020
Q1 		$683K Buy
7,694
+4,116
+115% +$499K ﹤0.01% 1804
2019
Q4 		$491K Buy
3,578
+1,445
+68% +$191K ﹤0.01% 1955
2019
Q3 		$275K Buy
2,133
+412
+24% +$52.7K ﹤0.01% 2069
2019
Q2 		$225K Buy
1,721
+58
+3% +$7.54K ﹤0.01% 2122
2019
Q1 		$214K Sell
1,663
-42,064
-96% -$5.35M ﹤0.01% 2111
2018
Q4 		$4.99M Buy
+43,727
New +$5.53M 0.01% 1506

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Principal Financial Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 178% in Q2 2026, buying an estimated $636K and bringing the position to 4,267 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1934.

Principal Financial Group first reported a position in VBR in Q4 2018 and has held it in 16 quarters since. The position peaked at $4.99M in Q4 2018. 1,770 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Principal Financial Group held 4,267 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.04M as of Q2 2026.
  • Principal Financial Group bought 2,732 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $636K.
  • Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1934 holding.
  • Principal Financial Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2018 and has held it in 16 quarters since.
  • Principal Financial Group's Vanguard Morningstar Small-Cap Value ETF position peaked at $4.99M in Q4 2018.
  • 1,770 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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