Principal Financial Group
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Principal Financial Group’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Principal Financial Group’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-2,105
Closed -$242K – 2245
2018
Q4 		$242K Buy
+2,105
New +$261K ﹤0.01% 2085

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Bank of America
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UBS Group
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Principal Financial Group's VV Position: Q1 2019 in Review

Principal Financial Group sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2019, closing a stake of 2,105 shares — an estimated $242K sold.

Principal Financial Group first reported a position in VV in Q4 2018 and held it in 1 quarter. The position peaked at $242K in Q4 2018. 477 funds tracked by Wall St. Rank hold VV as of Q1 2019.

  • Principal Financial Group reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Principal Financial Group sold 2,105 Vanguard Morningstar Large-Cap ETF shares in Q1 2019, an estimated $242K.
  • Principal Financial Group first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2018 and held it in 1 quarter.
  • Principal Financial Group's Vanguard Morningstar Large-Cap ETF position peaked at $242K in Q4 2018.
  • 477 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2019.

Based on Principal Financial Group's 13F filing for Q1 2019, filed 10 May 2019.