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 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 $11.8B AUM 9.48% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

SCM

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

GFP

Gryphon Financial Partners Columbus, Ohio $976M AUM 23.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Principal Securities's IVOG Position: Q1 2026 in Review

Principal Securities opened a new position in Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2026: 1,659 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1376 among its holdings. This is a return to the name: Principal Securities previously reported a position in IVOG as recently as Q3 2025.

Principal Securities first reported a position in IVOG in Q4 2023 and has held it in 9 quarters since. 178 funds tracked by Wall St. Rank hold IVOG as of Q1 2026.

Principal Securities held 1,659 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $207K as of Q1 2026.
Vanguard S&P Mid-Cap 400 Growth ETF was a new Principal Securities position in Q1 2026.
Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Principal Securities's portfolio in Q1 2026, its #1376 holding.
Principal Securities first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 9 quarters since.
178 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.