Principal Securities’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Principal Securities’s Portfolio IVOG Stock Details IVOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$246K	Buy	1,679 +20	+1%	+$2.76K	﹤0.01%	1419
2026 Q1	$207K	Buy	+1,659	New	+$212K	﹤0.01%	1376
2025 Q4	–	Sell	-1,603	Closed	-$192K	–	2462
2025 Q3	$192K	Buy	1,603 +16	+1%	+$1.88K	﹤0.01%	1305
2025 Q2	$179K	Buy	1,587 +59	+4%	+$6.27K	﹤0.01%	1275
2025 Q1	$172K	Hold	1,528	–	–	﹤0.01%	1189
2024 Q4	$172K	Buy	1,528 +78	+5%	+$9.16K	﹤0.01%	1188
2024 Q3	$166K	Hold	1,450	–	–	﹤0.01%	1179
2024 Q2	$159K	Hold	1,450	–	–	﹤0.01%	1135
2024 Q1	$165K	Hold	1,450	–	–	0.01%	1095
2023 Q4	$142K	Buy	+1,450	New	+$133K	0.01%	1055

Other funds holding IVOG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GFP

Gryphon Financial Partners Columbus, Ohio $1.13B AUM 30.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Principal Securities's IVOG Position: Q2 2026 in Review

Principal Securities increased its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 1.2% in Q2 2026, buying an estimated $2.76K and bringing the position to 1,679 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Principal Securities first reported a position in IVOG in Q4 2023 and has held it in 10 quarters since. 193 funds tracked by Wall St. Rank hold IVOG as of Q2 2026.

Principal Securities held 1,679 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $246K as of Q2 2026.
Principal Securities bought 20 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $2.76K.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1419 holding.
Principal Securities first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 10 quarters since.
193 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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