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 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 $871B AUM 31.28% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

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

SILC

Starr Indemnity & Liability Company New York $394M AUM 37.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Principal Securities's IVOO Position: Q1 2026 in Review

Principal Securities increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 3.1% in Q1 2026, buying an estimated $6.93K and bringing the position to 1,964 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

Principal Securities first reported a position in IVOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $337K in Q1 2024. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

Principal Securities held 1,964 shares of Vanguard S&P Mid-Cap 400 ETF worth $225K as of Q1 2026.
Principal Securities bought 59 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $6.93K.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Principal Securities's portfolio in Q1 2026, its #1333 holding.
Principal Securities first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's Vanguard S&P Mid-Cap 400 ETF position peaked at $337K in Q1 2024.
299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

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