Principal Financial Group
VONV icon

Principal Financial Group’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Principal Financial Group’s Portfolio VONV Stock Details VONV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.51M Sell
51,871
-3,582
-6% -$366K ﹤0.01% 1644
2026
Q1 		$5.2M Sell
55,453
-3,365
-6% -$323K ﹤0.01% 1616
2025
Q4 		$5.43M Buy
58,818
+3,299
+6% +$299K ﹤0.01% 1588
2025
Q3 		$4.96M Sell
55,519
-3,436
-6% -$300K ﹤0.01% 1586
2025
Q2 		$5.02M Sell
58,955
-767
-1% -$62.4K ﹤0.01% 1573
2025
Q1 		$4.93M Sell
59,722
-842
-1% -$70.4K ﹤0.01% 1578
2024
Q4 		$4.92M Sell
60,564
-2,555
-4% -$215K ﹤0.01% 1597
2024
Q3 		$5.26M Hold
63,119
– – ﹤0.01% 1559
2024
Q2 		$4.83M Buy
63,119
+600
+1% +$46.1K ﹤0.01% 1562
2024
Q1 		$4.92M Hold
62,519
– – ﹤0.01% 1574
2023
Q4 		$4.54M Sell
62,519
-3,500
-5% -$237K ﹤0.01% 1595
2023
Q3 		$4.4M Sell
66,019
-900
-1% -$62.6K ﹤0.01% 1578
2023
Q2 		$4.63M Buy
66,919
+1,000
+2% +$67.1K ﹤0.01% 1551
2023
Q1 		$4.4M Sell
65,919
-100
-0.2% -$6.78K ﹤0.01% 1573
2022
Q4 		$4.4M Sell
66,019
-590
-0.9% -$38.7K ﹤0.01% 1579
2022
Q3 		$3.98M Buy
66,609
+3,500
+6% +$231K ﹤0.01% 1570
2022
Q2 		$4.01M Sell
63,109
-2,300
-4% -$158K ﹤0.01% 1627
2022
Q1 		$4.76M Buy
+65,409
New +$4.71M ﹤0.01% 1682

Other funds holding VONV

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Principal Financial Group reduced its Vanguard Russell 1000 Value ETF (VONV) stake by 6.5% in Q2 2026, selling an estimated $366K and leaving 51,871 shares worth $5.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

Principal Financial Group first reported a position in VONV in Q1 2022 and has held it in 18 quarters since. 622 funds tracked by Wall St. Rank hold VONV as of Q2 2026.

  • Principal Financial Group held 51,871 shares of Vanguard Russell 1000 Value ETF worth $5.51M as of Q2 2026.
  • Principal Financial Group sold 3,582 Vanguard Russell 1000 Value ETF shares in Q2 2026, an estimated $366K.
  • Vanguard Russell 1000 Value ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1644 holding.
  • Principal Financial Group first reported a position in Vanguard Russell 1000 Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 622 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q2 2026.

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