Principal Financial Group
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Principal Financial Group’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Principal Financial Group’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.8M Sell
394,651
-780,301
-66% -$60.5M 0.02% 720
2026
Q1 		$84.4M Buy
1,174,952
+365,624
+45% +$27.2M 0.05% 330
2025
Q4 		$58.7M Buy
809,328
+578,280
+250% +$42.1M 0.03% 420
2025
Q3 		$17M Buy
231,048
+9,000
+4% +$646K 0.01% 963
2025
Q2 		$15.5M Sell
222,048
-158,908
-42% -$10.4M 0.01% 996
2025
Q1 		$24.6M Buy
380,956
+166,108
+77% +$11.1M 0.01% 707
2024
Q4 		$14.2M Buy
214,848
+100,700
+88% +$6.84M 0.01% 1081
2024
Q3 		$7.53M Sell
114,148
-120,736
-51% -$7.58M ﹤0.01% 1410
2024
Q2 		$14.2M Buy
234,884
+136,968
+140% +$8.32M 0.01% 1070
2024
Q1 		$6.14M Sell
97,916
-73,344
-43% -$4.33M ﹤0.01% 1507
2023
Q4 		$9.96M Buy
171,260
+51,432
+43% +$2.75M 0.01% 1283
2023
Q3 		$6.24M Buy
119,828
+35,080
+41% +$1.92M ﹤0.01% 1446
2023
Q2 		$4.66M Sell
84,748
-40,140
-32% -$2.1M ﹤0.01% 1548
2023
Q1 		$6.59M Sell
124,888
-172,200
-58% -$9.16M ﹤0.01% 1440
2022
Q4 		$15.1M Buy
297,088
+222,604
+299% +$11.3M 0.01% 999
2022
Q3 		$3.5M Sell
74,484
-84,640
-53% -$4.42M ﹤0.01% 1608
2022
Q2 		$7.84M Buy
159,124
+41,344
+35% +$2.23M 0.01% 1380
2022
Q1 		$7M Buy
117,780
+93,888
+393% +$5.51M ﹤0.01% 1529
2021
Q4 		$1.41M Hold
23,892
– – ﹤0.01% 1925
2021
Q3 		$1.41M Sell
23,892
-13,188
-36% -$797K ﹤0.01% 1930
2021
Q2 		$2.2M Sell
37,080
-3,744
-9% -$217K ﹤0.01% 1885
2021
Q1 		$2.26M Sell
40,824
-67,816
-62% -$3.68M ﹤0.01% 1833
2020
Q4 		$5.62M Buy
108,640
+61,776
+132% +$2.99M ﹤0.01% 1521
2020
Q3 		$2.06M Buy
46,864
+5,188
+12% +$226K ﹤0.01% 1730
2020
Q2 		$1.71M Sell
41,676
-94,564
-69% -$3.62M ﹤0.01% 1729
2020
Q1 		$4.48M Buy
136,240
+15,200
+13% +$629K 0.01% 1322
2019
Q4 		$5.39M Buy
121,040
+98,884
+446% +$4.25M ﹤0.01% 1514
2019
Q3 		$928K Buy
22,156
+6,040
+37% +$252K ﹤0.01% 1837
2019
Q2 		$673K Sell
16,116
-13,612
-46% -$557K ﹤0.01% 1905
2019
Q1 		$1.2M Sell
29,728
-667,192
-96% -$25.7M ﹤0.01% 1807
2018
Q4 		$24.1M Buy
696,920
+612,284
+723% +$23M 0.03% 607
2018
Q3 		$3.47M Buy
84,636
+26,004
+44% +$1.06M ﹤0.01% 1685
2018
Q2 		$2.31M Sell
58,632
-18,844
-24% -$740K ﹤0.01% 1743
2018
Q1 		$2.99M Buy
77,476
+388
+0.5% +$15.3K ﹤0.01% 1691
2017
Q4 		$2.98M Buy
77,088
+61,592
+397% +$2.32M ﹤0.01% 1699
2017
Q3 		$569K Sell
15,496
-48,692
-76% -$1.76M ﹤0.01% 1909
2017
Q2 		$2.29M Buy
64,188
+33,652
+110% +$1.19M ﹤0.01% 1725
2017
Q1 		$1.06M Sell
30,536
-41,296
-57% -$1.42M ﹤0.01% 1809
2016
Q4 		$2.36M Buy
71,832
+57,188
+391% +$1.85M ﹤0.01% 1690
2016
Q3 		$474K Buy
+14,644
New +$470K ﹤0.01% 1868

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Principal Financial Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 66% in Q2 2026, selling an estimated $60.5M and leaving 394,651 shares worth $31.8M. The position accounts for 0.02% of the portfolio, ranked #720.

Principal Financial Group first reported a position in VO in Q3 2016 and has held it in 40 quarters since. The position peaked at $84.4M in Q1 2026. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Principal Financial Group held 394,651 shares of Vanguard Morningstar Mid-Cap ETF worth $31.8M as of Q2 2026.
  • Principal Financial Group sold 780,301 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $60.5M.
  • Vanguard Morningstar Mid-Cap ETF made up 0.02% of Principal Financial Group's portfolio in Q2 2026, its #720 holding.
  • Principal Financial Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2016 and has held it in 40 quarters since.
  • Principal Financial Group's Vanguard Morningstar Mid-Cap ETF position peaked at $84.4M in Q1 2026.
  • 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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