Principal Financial Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Principal Financial Group’s Portfolio VTIP Stock Details VTIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-47,152	Closed	-$2.48M	–	2648
2021 Q3	$2.48M	Buy	47,152 +1,064	+2%	+$55.8K	﹤0.01%	1833
2021 Q2	$2.42M	Buy	46,088 +27,474	+148%	+$1.43M	﹤0.01%	1862
2021 Q1	$959K	Buy	18,614 +13,921	+297%	+$716K	﹤0.01%	2000
2020 Q4	$240K	Buy	+4,693	New	+$239K	﹤0.01%	2276

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Principal Financial Group's VTIP Position: Q4 2021 in Review

Principal Financial Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2021, closing a stake of 47,152 shares — an estimated $2.48M sold.

Principal Financial Group first reported a position in VTIP in Q4 2020 and held it in 4 quarters. The position peaked at $2.48M in Q3 2021. 745 funds tracked by Wall St. Rank hold VTIP as of Q4 2021.

Principal Financial Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2021 after selling out during the quarter.
Principal Financial Group sold 47,152 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2021, an estimated $2.48M.
Principal Financial Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and held it in 4 quarters.
Principal Financial Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $2.48M in Q3 2021.
745 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2021.

Based on Principal Financial Group's 13F filing for Q4 2021, filed 9 Feb 2022.