Principal Financial Group
VTWO icon

Principal Financial Group’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Principal Financial Group’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.55M Sell
21,027
-1,027
-5% -$117K ﹤0.01% 1808
2026
Q1 		$2.21M Sell
22,054
-1,097
-5% -$114K ﹤0.01% 1810
2025
Q4 		$2.3M Sell
23,151
-1,303
-5% -$130K ﹤0.01% 1816
2025
Q3 		$2.39M Sell
24,454
-1,862
-7% -$173K ﹤0.01% 1785
2025
Q2 		$2.3M Buy
26,316
+2,634
+11% +$214K ﹤0.01% 1783
2025
Q1 		$1.91M Sell
23,682
-676
-3% -$59.3K ﹤0.01% 1778
2024
Q4 		$2.18M Sell
24,358
-1,846
-7% -$170K ﹤0.01% 1784
2024
Q3 		$2.34M Sell
26,204
-393
-1% -$34K ﹤0.01% 1747
2024
Q2 		$2.18M Sell
26,597
-694
-3% -$56.7K ﹤0.01% 1752
2024
Q1 		$2.32M Sell
27,291
-724
-3% -$58.4K ﹤0.01% 1755
2023
Q4 		$2.27M Sell
28,015
-1,050
-4% -$76.1K ﹤0.01% 1754
2023
Q3 		$2.08M Sell
29,065
-4,663
-14% -$354K ﹤0.01% 1752
2023
Q2 		$2.55M Buy
33,728
+3,652
+12% +$263K ﹤0.01% 1719
2023
Q1 		$2.17M Sell
30,076
-599
-2% -$44.5K ﹤0.01% 1748
2022
Q4 		$2.16M Sell
30,675
-814
-3% -$58.5K ﹤0.01% 1747
2022
Q3 		$2.1M Sell
31,489
-8,293
-21% -$610K ﹤0.01% 1707
2022
Q2 		$2.72M Buy
39,782
+460
+1% +$34.2K ﹤0.01% 1738
2022
Q1 		$3.26M Buy
+39,322
New +$3.23M ﹤0.01% 1785

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Principal Financial Group reduced its Vanguard Russell 2000 ETF (VTWO) stake by 4.7% in Q2 2026, selling an estimated $117K and leaving 21,027 shares worth $2.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1808.

Principal Financial Group first reported a position in VTWO in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.26M in Q1 2022. 744 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Principal Financial Group held 21,027 shares of Vanguard Russell 2000 ETF worth $2.55M as of Q2 2026.
  • Principal Financial Group sold 1,027 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $117K.
  • Vanguard Russell 2000 ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1808 holding.
  • Principal Financial Group first reported a position in Vanguard Russell 2000 ETF in Q1 2022 and has held it in 18 quarters since.
  • Principal Financial Group's Vanguard Russell 2000 ETF position peaked at $3.26M in Q1 2022.
  • 744 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

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