Principal Financial Group
VTI icon

Principal Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Principal Financial Group’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$56.8M Buy
153,473
+6,477
+4% +$2.32M 0.03% 485
2026
Q1 		$47.2M Sell
146,996
-105
-0.1% -$35.2K 0.03% 508
2025
Q4 		$49.3M Sell
147,101
-1,048
-0.7% -$349K 0.03% 470
2025
Q3 		$48.6M Sell
148,149
-2,102
-1% -$664K 0.02% 475
2025
Q2 		$45.7M Sell
150,251
-3,550
-2% -$998K 0.02% 481
2025
Q1 		$42.3M Buy
153,801
+5,651
+4% +$1.64M 0.02% 496
2024
Q4 		$42.9M Sell
148,150
-5,562
-4% -$1.62M 0.02% 509
2024
Q3 		$43.5M Buy
+153,712
New +$41.9M 0.02% 511
2021
Q4 		– Sell
-3,208
Closed -$712K – 2647
2021
Q3 		$712K Buy
3,208
+296
+10% +$67.5K ﹤0.01% 2081
2021
Q2 		$649K Sell
2,912
-2,506
-46% -$544K ﹤0.01% 2149
2021
Q1 		$1.12M Buy
5,418
+1,649
+44% +$334K ﹤0.01% 1967
2020
Q4 		$734K Buy
3,769
+654
+21% +$120K ﹤0.01% 2014
2020
Q3 		$530K Buy
3,115
+192
+7% +$32.3K ﹤0.01% 2013
2020
Q2 		$458K Sell
2,923
-662
-18% -$97.6K ﹤0.01% 1991
2020
Q1 		$462K Buy
3,585
+115
+3% +$17.8K ﹤0.01% 1877
2019
Q4 		$568K Buy
3,470
+284
+9% +$44.5K ﹤0.01% 1921
2019
Q3 		$481K Sell
3,186
-766
-19% -$115K ﹤0.01% 1948
2019
Q2 		$593K Sell
3,952
-1,583
-29% -$233K ﹤0.01% 1929
2019
Q1 		$801K Sell
5,535
-3,781
-41% -$528K ﹤0.01% 1858
2018
Q4 		$1.19M Buy
+9,316
New +$1.29M ﹤0.01% 1792

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Principal Financial Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.4% in Q2 2026, buying an estimated $2.32M and bringing the position to 153,473 shares worth $56.8M. The position accounts for 0.03% of the portfolio, ranked #485.

Principal Financial Group first reported a position in VTI in Q4 2018 and has held it in 20 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Principal Financial Group held 153,473 shares of Vanguard Morningstar Total Stock Market ETF worth $56.8M as of Q2 2026.
  • Principal Financial Group bought 6,477 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.32M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.03% of Principal Financial Group's portfolio in Q2 2026, its #485 holding.
  • Principal Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 20 quarters since.
  • 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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