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Principal Securities’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Principal Securities’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.4M Buy
40,765
+4,175
+11% +$1.2M 0.15% 127
2026
Q1 		$9.58M Sell
36,590
-555
-1% -$150K 0.14% 138
2025
Q4 		$9.58M Buy
37,145
+859
+2% +$220K 0.15% 134
2025
Q3 		$9.23M Buy
36,286
+1,591
+5% +$395K 0.15% 126
2025
Q2 		$8.22M Sell
34,695
-12,923
-27% -$2.88M 0.15% 127
2025
Q1 		$11.4M Buy
47,618
+1,234
+3% +$295K 0.26% 75
2024
Q4 		$11.1M Buy
46,384
+3,211
+7% +$790K 0.25% 76
2024
Q3 		$10.2M Buy
43,173
+19,454
+82% +$4.42M 0.25% 82
2024
Q2 		$5.17M Sell
23,719
-14,918
-39% -$3.28M 0.14% 134
2024
Q1 		$8.83M Buy
38,637
+3,362
+10% +$723K 0.28% 74
2023
Q4 		$7.53M Buy
+35,275
New +$6.8M 0.28% 72

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Principal Securities's VB Position: Q2 2026 in Review

Principal Securities increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 11% in Q2 2026, buying an estimated $1.2M and bringing the position to 40,765 shares worth $12.4M. The position accounts for 0.15% of the portfolio, ranked #127.

Principal Securities first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,474 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Principal Securities held 40,765 shares of Vanguard Morningstar Small-Cap ETF worth $12.4M as of Q2 2026.
  • Principal Securities bought 4,175 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.2M.
  • Vanguard Morningstar Small-Cap ETF made up 0.15% of Principal Securities's portfolio in Q2 2026, its #127 holding.
  • Principal Securities first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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