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

Principal Securities’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$234K	Sell	1,793 -171	-9%	-$21.2K	﹤0.01%	1449
2026 Q1	$225K	Buy	1,964 +59	+3%	+$6.93K	﹤0.01%	1333
2025 Q4	$213K	Sell	1,905 -1,047	-35%	-$116K	﹤0.01%	1300
2025 Q3	$326K	Buy	2,952 +89	+3%	+$9.68K	0.01%	1089
2025 Q2	$301K	Hold	2,863	–	–	0.01%	1062
2025 Q1	$302K	Hold	2,863	–	–	0.01%	967
2024 Q4	$302K	Hold	2,863	–	–	0.01%	961
2024 Q3	$302K	Sell	2,863 -272	-9%	-$27.8K	0.01%	930
2024 Q2	$311K	Sell	3,135 -132	-4%	-$13.1K	0.01%	866
2024 Q1	$337K	Buy	3,267 +924	+39%	+$88.6K	0.01%	823
2023 Q4	$220K	Buy	+2,343	New	+$201K	0.01%	905

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

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

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

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

Principal Securities's IVOO Position: Q2 2026 in Review

Principal Securities reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 8.7% in Q2 2026, selling an estimated $21.2K and leaving 1,793 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Principal Securities first reported a position in IVOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $337K in Q1 2024. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Principal Securities held 1,793 shares of Vanguard S&P Mid-Cap 400 ETF worth $234K as of Q2 2026.
Principal Securities sold 171 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $21.2K.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1449 holding.
Principal Securities first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's Vanguard S&P Mid-Cap 400 ETF position peaked at $337K in Q1 2024.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

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