Principal Financial Group
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Principal Financial Group’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

Principal Financial Group’s Portfolio VMBS Stock Details VMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-10,430
Closed -$557K – 2659
2021
Q1 		$557K Buy
+10,430
New +$561K ﹤0.01% 2126

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Envestnet Asset Management
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Principal Financial Group's VMBS Position: Q2 2021 in Review

Principal Financial Group sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q2 2021, closing a stake of 10,430 shares — an estimated $557K sold.

Principal Financial Group first reported a position in VMBS in Q1 2021 and held it in 1 quarter. The position peaked at $557K in Q1 2021. 478 funds tracked by Wall St. Rank hold VMBS as of Q2 2021.

  • Principal Financial Group reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q2 2021 after selling out during the quarter.
  • Principal Financial Group sold 10,430 Vanguard Mortgage-Backed Securities ETF shares in Q2 2021, an estimated $557K.
  • Principal Financial Group first reported a position in Vanguard Mortgage-Backed Securities ETF in Q1 2021 and held it in 1 quarter.
  • Principal Financial Group's Vanguard Mortgage-Backed Securities ETF position peaked at $557K in Q1 2021.
  • 478 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q2 2021.

Based on Principal Financial Group's 13F filing for Q2 2021, filed 10 Aug 2021.