Principal Securities’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Principal Securities’s Portfolio VCR Stock Details VCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$239K	Buy	665 +153	+30%	+$59K	﹤0.01%	1312
2025 Q4	$202K	Buy	512 +11	+2%	+$4.3K	﹤0.01%	1322
2025 Q3	$199K	Sell	501 -84	-14%	-$32K	﹤0.01%	1284
2025 Q2	$212K	Sell	585 -694	-54%	-$236K	﹤0.01%	1211
2025 Q1	$480K	Hold	1,279	–	–	0.01%	792
2024 Q4	$480K	Buy	1,279 +227	+22%	+$81.9K	0.01%	788
2024 Q3	$358K	Buy	1,052 +800	+317%	+$255K	0.01%	869
2024 Q2	$78.7K	Buy	252 +31	+14%	+$9.5K	﹤0.01%	1419
2024 Q1	$70.2K	Sell	221 -394	-64%	-$120K	﹤0.01%	1413
2023 Q4	$187K	Buy	+615	New	+$171K	0.01%	951

Other funds holding VCR

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

Principal Securities's VCR Position: Q1 2026 in Review

Principal Securities increased its Vanguard Consumer Discretionary ETF (VCR) stake by 30% in Q1 2026, buying an estimated $59K and bringing the position to 665 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Principal Securities first reported a position in VCR in Q4 2023 and has held it in 10 quarters since. The position peaked at $480K in Q1 2025. 547 funds tracked by Wall St. Rank hold VCR as of Q1 2026.

Principal Securities held 665 shares of Vanguard Consumer Discretionary ETF worth $239K as of Q1 2026.
Principal Securities bought 153 Vanguard Consumer Discretionary ETF shares in Q1 2026, an estimated $59K.
Vanguard Consumer Discretionary ETF made up ﹤0.01% of Principal Securities's portfolio in Q1 2026, its #1312 holding.
Principal Securities first reported a position in Vanguard Consumer Discretionary ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's Vanguard Consumer Discretionary ETF position peaked at $480K in Q1 2025.
547 funds tracked by Wall St. Rank held Vanguard Consumer Discretionary ETF as of Q1 2026.

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