Principal Financial Group
VONG icon

Principal Financial Group’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Principal Financial Group’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.27M Sell
57,186
-20,848
-27% -$2.44M ﹤0.01% 1551
2025
Q4 		$9.5M Buy
78,034
+30,568
+64% +$3.73M ﹤0.01% 1340
2025
Q3 		$5.72M Sell
47,466
-291
-0.6% -$33.4K ﹤0.01% 1539
2025
Q2 		$5.22M Sell
47,757
-2,209
-4% -$217K ﹤0.01% 1557
2025
Q1 		$4.64M Buy
49,966
+222
+0.4% +$22.5K ﹤0.01% 1591
2024
Q4 		$5.14M Sell
49,744
-6,382
-11% -$646K ﹤0.01% 1584
2024
Q3 		$5.42M Hold
56,126
– – ﹤0.01% 1547
2024
Q2 		$5.27M Sell
56,126
-8,300
-13% -$730K ﹤0.01% 1544
2024
Q1 		$5.58M Hold
64,426
– – ﹤0.01% 1531
2023
Q4 		$5.03M Hold
64,426
– – ﹤0.01% 1551
2023
Q3 		$4.41M Sell
64,426
-7,800
-11% -$554K ﹤0.01% 1576
2023
Q2 		$5.11M Sell
72,226
-3,000
-4% -$196K ﹤0.01% 1515
2023
Q1 		$4.73M Sell
75,226
-3,100
-4% -$184K ﹤0.01% 1545
2022
Q4 		$4.32M Buy
78,326
+5,600
+8% +$317K ﹤0.01% 1586
2022
Q3 		$3.94M Sell
72,726
-3,300
-4% -$200K ﹤0.01% 1574
2022
Q2 		$4.28M Buy
76,026
+12,000
+19% +$741K ﹤0.01% 1603
2022
Q1 		$4.57M Buy
+64,026
New +$4.49M ﹤0.01% 1690
2021
Q4 		– Sell
-4,227
Closed -$298K – 2645
2021
Q3 		$298K Buy
4,227
+351
+9% +$25.5K ﹤0.01% 2304
2021
Q2 		$271K Buy
+3,876
New +$257K ﹤0.01% 2395

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Principal Financial Group's VONG Position: Q1 2026 in Review

Principal Financial Group reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 27% in Q1 2026, selling an estimated $2.44M and leaving 57,186 shares worth $6.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

Principal Financial Group first reported a position in VONG in Q2 2021 and has held it in 19 quarters since. The position peaked at $9.5M in Q4 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

  • Principal Financial Group held 57,186 shares of Vanguard Russell 1000 Growth ETF worth $6.27M as of Q1 2026.
  • Principal Financial Group sold 20,848 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $2.44M.
  • Vanguard Russell 1000 Growth ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1551 holding.
  • Principal Financial Group first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2021 and has held it in 19 quarters since.
  • Principal Financial Group's Vanguard Russell 1000 Growth ETF position peaked at $9.5M in Q4 2025.
  • 860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.