Principal Securities’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Principal Securities’s Portfolio ESGV Stock Details ESGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-168	Closed	-$19.9K	–	1996
2025 Q3	$19.9K	Hold	168	–	–	﹤0.01%	2403
2025 Q2	$18.4K	Hold	168	–	–	﹤0.01%	2359
2025 Q1	$17.6K	Hold	168	–	–	﹤0.01%	2272
2024 Q4	$17.6K	Hold	168	–	–	﹤0.01%	2269
2024 Q3	$17.1K	Hold	168	–	–	﹤0.01%	2200
2024 Q2	$16.2K	Hold	168	–	–	﹤0.01%	2173
2024 Q1	$15.7K	Hold	168	–	–	﹤0.01%	2131
2023 Q4	$14.3K	Buy	+168	New	+$13.2K	﹤0.01%	2087

Other funds holding ESGV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Principal Securities's ESGV Position: Q4 2025 in Review

Principal Securities sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2025, closing a stake of 168 shares — an estimated $19.9K sold.

Principal Securities first reported a position in ESGV in Q4 2023 and held it in 8 quarters. The position peaked at $19.9K in Q3 2025. 689 funds tracked by Wall St. Rank hold ESGV as of Q4 2025.

Principal Securities reported no remaining Vanguard ESG US Stock ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 168 Vanguard ESG US Stock ETF shares in Q4 2025, an estimated $19.9K.
Principal Securities first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's Vanguard ESG US Stock ETF position peaked at $19.9K in Q3 2025.
689 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.