Principal Financial Group
VVX icon

Principal Financial Group’s V2X VVX Stock Holding History

Principal Financial Group’s Portfolio VVX Stock Details VVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.37M Buy
49,181
+17,474
+55% +$1.18M ﹤0.01% 1731
2025
Q4 		$1.73M Buy
31,707
+9,986
+46% +$562K ﹤0.01% 1871
2025
Q3 		$1.26M Buy
21,721
+5,531
+34% +$296K ﹤0.01% 1893
2025
Q2 		$786K Buy
+16,190
New +$770K ﹤0.01% 1929
2024
Q1 		– Sell
-5,267
Closed -$245K – 2503
2023
Q4 		$245K Buy
5,267
+814
+18% +$38.3K ﹤0.01% 2113
2023
Q3 		$230K Buy
+4,453
New +$224K ﹤0.01% 2126
2020
Q2 		– Sell
-5,708
Closed -$236K – 2372
2020
Q1 		$236K Buy
5,708
+24
+0.4% +$1.22K ﹤0.01% 2030
2019
Q4 		$291K Buy
+5,684
New +$274K ﹤0.01% 2060

Other funds holding VVX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AL
AIP LLC New York $268M AUM 40.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return