Principal Financial Group
VDE icon

Principal Financial Group’s Vanguard Energy ETF VDE Stock Holding History

Principal Financial Group’s Portfolio VDE Stock Details VDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15,030
Closed -$1.76M – 2498
2023
Q4 		$1.76M Hold
15,030
– – ﹤0.01% 1779
2023
Q3 		$1.9M Buy
15,030
+5,257
+54% +$644K ﹤0.01% 1770
2023
Q2 		$1.1M Buy
+9,773
New +$1.1M ﹤0.01% 1833

Other funds holding VDE

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Principal Financial Group's VDE Position: Q1 2024 in Review

Principal Financial Group sold out of Vanguard Energy ETF (VDE) in Q1 2024, closing a stake of 15,030 shares — an estimated $1.76M sold.

Principal Financial Group first reported a position in VDE in Q2 2023 and held it in 3 quarters. The position peaked at $1.9M in Q3 2023. 630 funds tracked by Wall St. Rank hold VDE as of Q1 2024.

  • Principal Financial Group reported no remaining Vanguard Energy ETF position as of Q1 2024 after selling out during the quarter.
  • Principal Financial Group sold 15,030 Vanguard Energy ETF shares in Q1 2024, an estimated $1.76M.
  • Principal Financial Group first reported a position in Vanguard Energy ETF in Q2 2023 and held it in 3 quarters.
  • Principal Financial Group's Vanguard Energy ETF position peaked at $1.9M in Q3 2023.
  • 630 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q1 2024.

Based on Principal Financial Group's 13F filing for Q1 2024, filed 29 Apr 2024.