Principal Securities’s Vanguard Financials ETF VFH Stock Holding History

Principal Securities’s Portfolio VFH Stock Details VFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.74M	Buy	13,187 +10,806	+454%	+$1.38M	0.02%	609
2026 Q1	$288K	Sell	2,381 -7	-0.3%	-$893	﹤0.01%	1220
2025 Q4	$319K	Buy	2,388 +13	+0.5%	+$1.69K	﹤0.01%	1123
2025 Q3	$312K	Sell	2,375 -35,002	-94%	-$4.53M	0.01%	1110
2025 Q2	$4.76M	Sell	37,377 -70,554	-65%	-$8.41M	0.09%	220
2025 Q1	$12.7M	Hold	107,931	–	–	0.29%	68
2024 Q4	$12.7M	Buy	107,931 +1,759	+2%	+$208K	0.29%	67
2024 Q3	$11.7M	Buy	106,172 +4,833	+5%	+$512K	0.28%	66
2024 Q2	$10.1M	Buy	101,339 +2,188	+2%	+$218K	0.28%	68
2024 Q1	$10.2M	Buy	99,151 +4,219	+4%	+$405K	0.32%	66
2023 Q4	$8.76M	Buy	+94,932	New	+$7.98M	0.33%	65

Other funds holding VFH

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Principal Securities's VFH Position: Q2 2026 in Review

Principal Securities increased its Vanguard Financials ETF (VFH) stake by 454% in Q2 2026, buying an estimated $1.38M and bringing the position to 13,187 shares worth $1.74M. The position accounts for 0.02% of the portfolio, ranked #609.

Principal Securities first reported a position in VFH in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.7M in Q1 2025. 759 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Principal Securities held 13,187 shares of Vanguard Financials ETF worth $1.74M as of Q2 2026.
Principal Securities bought 10,806 Vanguard Financials ETF shares in Q2 2026, an estimated $1.38M.
Vanguard Financials ETF made up 0.02% of Principal Securities's portfolio in Q2 2026, its #609 holding.
Principal Securities first reported a position in Vanguard Financials ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's Vanguard Financials ETF position peaked at $12.7M in Q1 2025.
759 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

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