Principal Financial Group
VTV icon

Principal Financial Group’s Vanguard Morningstar Value ETF VTV Stock Holding History

Principal Financial Group’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.81M Sell
17,489
-1,871
-10% -$391K ﹤0.01% 1732
2026
Q1 		$3.8M Buy
19,360
+1,364
+8% +$273K ﹤0.01% 1702
2025
Q4 		$3.44M Buy
17,996
+6,556
+57% +$1.23M ﹤0.01% 1731
2025
Q3 		$2.13M Buy
11,440
+3,809
+50% +$690K ﹤0.01% 1803
2025
Q2 		$1.35M Buy
7,631
+2,968
+64% +$501K ﹤0.01% 1850
2025
Q1 		$806K Buy
4,663
+1,445
+45% +$252K ﹤0.01% 1875
2024
Q4 		$545K Buy
+3,218
New +$565K ﹤0.01% 1951
2024
Q2 		– Sell
-1,443
Closed -$235K – 2469
2024
Q1 		$235K Sell
1,443
-114
-7% -$17.6K ﹤0.01% 2141
2023
Q4 		$233K Buy
+1,557
New +$219K ﹤0.01% 2122
2023
Q2 		– Sell
-2,553
Closed -$353K – 2495
2023
Q1 		$353K Buy
2,553
+102
+4% +$14.3K ﹤0.01% 2051
2022
Q4 		$344K Sell
2,451
-569
-19% -$78.4K ﹤0.01% 2070
2022
Q3 		$373K Buy
+3,020
New +$408K ﹤0.01% 2026
2021
Q2 		– Sell
-2,205
Closed -$290K – 2660
2021
Q1 		$290K Buy
2,205
+227
+11% +$28.5K ﹤0.01% 2286
2020
Q4 		$235K Sell
1,978
-50
-2% -$5.62K ﹤0.01% 2285
2020
Q3 		$212K Buy
+2,028
New +$213K ﹤0.01% 2192
2019
Q4 		– Sell
-2,110
Closed -$236K – 2287
2019
Q3 		$236K Sell
2,110
-472
-18% -$52.2K ﹤0.01% 2104
2019
Q2 		$286K Sell
2,582
-895
-26% -$97.7K ﹤0.01% 2075
2019
Q1 		$374K Sell
3,477
-595
-15% -$62.6K ﹤0.01% 1989
2018
Q4 		$399K Buy
+4,072
New +$428K ﹤0.01% 1963

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Principal Financial Group reduced its Vanguard Morningstar Value ETF (VTV) stake by 9.7% in Q2 2026, selling an estimated $391K and leaving 17,489 shares worth $3.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1732.

Principal Financial Group first reported a position in VTV in Q4 2018 and has held it in 19 quarters since. 2,806 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Principal Financial Group held 17,489 shares of Vanguard Morningstar Value ETF worth $3.81M as of Q2 2026.
  • Principal Financial Group sold 1,871 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $391K.
  • Vanguard Morningstar Value ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1732 holding.
  • Principal Financial Group first reported a position in Vanguard Morningstar Value ETF in Q4 2018 and has held it in 19 quarters since.
  • 2,806 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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