Principal Financial Group
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Principal Financial Group’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Principal Financial Group’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-2,549
Closed -$218K – 2283
2019
Q1 		$218K Sell
2,549
-818
-24% -$68.3K ﹤0.01% 2108
2018
Q4 		$263K Buy
+3,367
New +$281K ﹤0.01% 2061

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Principal Financial Group's VYM Position: Q2 2019 in Review

Principal Financial Group sold out of Vanguard High Dividend Yield ETF (VYM) in Q2 2019, closing a stake of 2,549 shares — an estimated $218K sold.

Principal Financial Group first reported a position in VYM in Q4 2018 and held it in 2 quarters. The position peaked at $263K in Q4 2018. 845 funds tracked by Wall St. Rank hold VYM as of Q2 2019.

  • Principal Financial Group reported no remaining Vanguard High Dividend Yield ETF position as of Q2 2019 after selling out during the quarter.
  • Principal Financial Group sold 2,549 Vanguard High Dividend Yield ETF shares in Q2 2019, an estimated $218K.
  • Principal Financial Group first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and held it in 2 quarters.
  • Principal Financial Group's Vanguard High Dividend Yield ETF position peaked at $263K in Q4 2018.
  • 845 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2019.

Based on Principal Financial Group's 13F filing for Q2 2019, filed 12 Aug 2019.