Principal Financial Group
VUG icon

Principal Financial Group’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Principal Financial Group’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.42M Sell
16,487
-27,187
-62% -$2.29M ﹤0.01% 1891
2026
Q1 		$3.18M Buy
43,674
+26,088
+148% +$2.03M ﹤0.01% 1751
2025
Q4 		$1.43M Buy
+17,586
New +$1.43M ﹤0.01% 1894
2025
Q2 		– Sell
-9,150
Closed -$566K – 2325
2025
Q1 		$566K Sell
9,150
-23,466
-72% -$1.58M ﹤0.01% 1921
2024
Q4 		$2.23M Buy
+32,616
New +$2.19M ﹤0.01% 1780
2023
Q1 		– Sell
-24,714
Closed -$878K – 2500
2022
Q4 		$878K Buy
+24,714
New +$909K ﹤0.01% 1877
2022
Q3 		– Sell
-21,804
Closed -$810K – 2578
2022
Q2 		$810K Sell
21,804
-1,158
-5% -$47.6K ﹤0.01% 1961
2022
Q1 		$1.1M Buy
+22,962
New +$1.09M ﹤0.01% 1957
2021
Q4 		– Sell
-13,122
Closed -$634K – 2649
2021
Q3 		$634K Buy
13,122
+3,444
+36% +$171K ﹤0.01% 2112
2021
Q2 		$463K Buy
+9,678
New +$439K ﹤0.01% 2234
2021
Q1 		– Sell
-5,664
Closed -$239K – 2506
2020
Q4 		$239K Sell
5,664
-150
-3% -$5.99K ﹤0.01% 2278
2020
Q3 		$221K Buy
+5,814
New +$215K ﹤0.01% 2185
2019
Q2 		– Sell
-10,326
Closed -$269K – 2282
2019
Q1 		$269K Sell
10,326
-13,476
-57% -$333K ﹤0.01% 2064
2018
Q4 		$533K Buy
+23,802
New +$577K ﹤0.01% 1902

Other funds holding VUG

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Principal Financial Group reduced its Vanguard Morningstar Growth ETF (VUG) stake by 62% in Q2 2026, selling an estimated $2.29M and leaving 16,487 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1891.

Principal Financial Group first reported a position in VUG in Q4 2018 and has held it in 14 quarters since. The position peaked at $3.18M in Q1 2026. 2,901 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Principal Financial Group held 16,487 shares of Vanguard Morningstar Growth ETF worth $1.42M as of Q2 2026.
  • Principal Financial Group sold 27,187 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.29M.
  • Vanguard Morningstar Growth ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1891 holding.
  • Principal Financial Group first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 14 quarters since.
  • Principal Financial Group's Vanguard Morningstar Growth ETF position peaked at $3.18M in Q1 2026.
  • 2,901 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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