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

Principal Securities’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.13M Buy
3,087
+215
+7% +$73.2K 0.01% 741
2026
Q1 		$868K Buy
2,872
+14
+0.5% +$4.4K 0.01% 764
2025
Q4 		$864K Buy
2,858
+193
+7% +$58.2K 0.01% 741
2025
Q3 		$793K Buy
2,665
+739
+38% +$213K 0.01% 742
2025
Q2 		$533K Buy
1,926
+171
+10% +$44K 0.01% 832
2025
Q1 		$492K Hold
1,755
– – 0.01% 781
2024
Q4 		$492K Sell
1,755
-60
-3% -$17K 0.01% 778
2024
Q3 		$485K Buy
1,815
+31
+2% +$7.94K 0.01% 763
2024
Q2 		$446K Buy
1,784
+106
+6% +$26.4K 0.01% 743
2024
Q1 		$438K Buy
1,678
+147
+10% +$36.1K 0.01% 721
2023
Q4 		$370K Buy
+1,531
New +$332K 0.01% 722

Other funds holding VBK

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Principal Securities's VBK Position: Q2 2026 in Review

Principal Securities increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 7.5% in Q2 2026, buying an estimated $73.2K and bringing the position to 3,087 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #741.

Principal Securities first reported a position in VBK in Q4 2023 and has held it in 11 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Principal Securities held 3,087 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.13M as of Q2 2026.
  • Principal Securities bought 215 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $73.2K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #741 holding.
  • Principal Securities first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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