Principal Securities’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Principal Securities’s Portfolio VGIT Stock Details VGIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.49M	Buy	92,114 +4,853	+6%	+$291K	0.08%	238
2025 Q4	$5.23M	Buy	87,261 +64	+0.1%	+$3.85K	0.08%	234
2025 Q3	$5.23M	Buy	87,197 +3,388	+4%	+$202K	0.09%	221
2025 Q2	$5.01M	Buy	83,809 +3,963	+5%	+$235K	0.09%	205
2025 Q1	$4.63M	Hold	79,846	–	–	0.1%	189
2024 Q4	$4.63M	Sell	79,846 -12,392	-13%	-$728K	0.1%	187
2024 Q3	$5.57M	Buy	92,238 +25,266	+38%	+$1.51M	0.13%	150
2024 Q2	$3.9M	Sell	66,972 -111,569	-62%	-$6.45M	0.11%	174
2024 Q1	$10.5M	Buy	178,541 +9,633	+6%	+$565K	0.33%	63
2023 Q4	$10M	Buy	+168,908	New	+$9.74M	0.37%	57

Other funds holding VGIT

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Principal Securities's VGIT Position: Q1 2026 in Review

Principal Securities increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 5.6% in Q1 2026, buying an estimated $291K and bringing the position to 92,114 shares worth $5.49M. The position accounts for 0.08% of the portfolio, ranked #238.

Principal Securities first reported a position in VGIT in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.5M in Q1 2024. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Principal Securities held 92,114 shares of Vanguard Intermediate-Term Treasury ETF worth $5.49M as of Q1 2026.
Principal Securities bought 4,853 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $291K.
Vanguard Intermediate-Term Treasury ETF made up 0.08% of Principal Securities's portfolio in Q1 2026, its #238 holding.
Principal Securities first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's Vanguard Intermediate-Term Treasury ETF position peaked at $10.5M in Q1 2024.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

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