Principal Securities’s Vanguard Energy ETF VDE Stock Holding History

Principal Securities’s Portfolio VDE Stock Details VDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$510K	Sell	3,396 -15,933	-82%	-$2.58M	0.01%	1064
2026 Q1	$3.34M	Buy	19,329 +9,506	+97%	+$1.44M	0.05%	345
2025 Q4	$1.24M	Sell	9,823 -3,020	-24%	-$379K	0.02%	634
2025 Q3	$1.62M	Buy	12,843 +11,016	+603%	+$1.36M	0.03%	513
2025 Q2	$218K	Buy	1,827 +215	+13%	+$25K	﹤0.01%	1201
2025 Q1	$196K	Hold	1,612	–	–	﹤0.01%	1146
2024 Q4	$196K	Sell	1,612 -747	-32%	-$95.1K	﹤0.01%	1146
2024 Q3	$289K	Buy	2,359 +389	+20%	+$48.7K	0.01%	948
2024 Q2	$251K	Sell	1,970 -240	-11%	-$31.2K	0.01%	958
2024 Q1	$291K	Sell	2,210 -9	-0.4%	-$1.08K	0.01%	873
2023 Q4	$260K	Buy	+2,219	New	+$266K	0.01%	846

Other funds holding VDE

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Securities's VDE Position: Q2 2026 in Review

Principal Securities reduced its Vanguard Energy ETF (VDE) stake by 82% in Q2 2026, selling an estimated $2.58M and leaving 3,396 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #1064.

Principal Securities first reported a position in VDE in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.34M in Q1 2026. 759 funds tracked by Wall St. Rank hold VDE as of Q2 2026.

Principal Securities held 3,396 shares of Vanguard Energy ETF worth $510K as of Q2 2026.
Principal Securities sold 15,933 Vanguard Energy ETF shares in Q2 2026, an estimated $2.58M.
Vanguard Energy ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1064 holding.
Principal Securities first reported a position in Vanguard Energy ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's Vanguard Energy ETF position peaked at $3.34M in Q1 2026.
759 funds tracked by Wall St. Rank held Vanguard Energy ETF as of Q2 2026.

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