Principal Financial Group
VOO icon

Principal Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Principal Financial Group’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$42.3M Sell
61,543
-3,614
-6% -$2.41M 0.02% 587
2026
Q1 		$38.9M Sell
65,157
-796
-1% -$498K 0.02% 561
2025
Q4 		$41.4M Buy
65,953
+263
+0.4% +$163K 0.02% 526
2025
Q3 		$40.2M Sell
65,690
-1,114
-2% -$657K 0.02% 540
2025
Q2 		$37.9M Sell
66,804
-956
-1% -$502K 0.02% 548
2025
Q1 		$34.8M Buy
67,760
+2,587
+4% +$1.4M 0.02% 548
2024
Q4 		$35.1M Buy
65,173
+7,129
+12% +$3.86M 0.02% 580
2024
Q3 		$30.6M Buy
58,044
+3,717
+7% +$1.89M 0.02% 634
2024
Q2 		$27.2M Buy
54,327
+1,561
+3% +$751K 0.02% 696
2024
Q1 		$25.4M Buy
52,766
+684
+1% +$313K 0.01% 772
2023
Q4 		$22.7M Buy
52,082
+1,307
+3% +$535K 0.01% 801
2023
Q3 		$19.9M Buy
50,775
+8,242
+19% +$3.37M 0.01% 802
2023
Q2 		$17.3M Buy
42,533
+5,264
+14% +$2.03M 0.01% 927
2023
Q1 		$14M Buy
37,269
+7,493
+25% +$2.75M 0.01% 1081
2022
Q4 		$10.5M Buy
29,776
+12,095
+68% +$4.27M 0.01% 1220
2022
Q3 		$5.8M Buy
17,681
+12,065
+215% +$4.41M ﹤0.01% 1439
2022
Q2 		$1.95M Buy
+5,616
New +$2.12M ﹤0.01% 1813
2021
Q4 		– Sell
-20,955
Closed -$8.26M – 2646
2021
Q3 		$8.26M Buy
20,955
+2,106
+11% +$854K 0.01% 1493
2021
Q2 		$7.42M Buy
18,849
+2,058
+12% +$790K ﹤0.01% 1562
2021
Q1 		$6.12M Buy
16,791
+1,413
+9% +$501K ﹤0.01% 1601
2020
Q4 		$5.29M Buy
15,378
+1,026
+7% +$334K ﹤0.01% 1541
2020
Q3 		$4.42M Sell
14,352
-7,877
-35% -$2.4M ﹤0.01% 1502
2020
Q2 		$6.3M Sell
22,229
-121
-0.5% -$32.6K 0.01% 1324
2020
Q1 		$5.29M Buy
22,350
+1,379
+7% +$386K 0.01% 1254
2019
Q4 		$6.2M Buy
20,971
+1,086
+5% +$307K 0.01% 1462
2019
Q3 		$5.42M Buy
19,885
+1,413
+8% +$384K ﹤0.01% 1488
2019
Q2 		$4.97M Buy
18,472
+1,738
+10% +$460K ﹤0.01% 1529
2019
Q1 		$4.34M Buy
16,734
+1,336
+9% +$334K ﹤0.01% 1588
2018
Q4 		$3.54M Buy
+15,398
New +$3.81M ﹤0.01% 1604

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Principal Financial Group reduced its Vanguard S&P 500 ETF (VOO) stake by 5.5% in Q2 2026, selling an estimated $2.41M and leaving 61,543 shares worth $42.3M. The position accounts for 0.02% of the portfolio, ranked #587.

Principal Financial Group first reported a position in VOO in Q4 2018 and has held it in 29 quarters since. 4,015 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Principal Financial Group held 61,543 shares of Vanguard S&P 500 ETF worth $42.3M as of Q2 2026.
  • Principal Financial Group sold 3,614 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.41M.
  • Vanguard S&P 500 ETF made up 0.02% of Principal Financial Group's portfolio in Q2 2026, its #587 holding.
  • Principal Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 29 quarters since.
  • 4,015 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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