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 Q2	$5.61M	Buy	95,176 +3,062	+3%	+$181K	0.07%	259
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Principal Securities's VGIT Position: Q2 2026 in Review

Principal Securities increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 3.3% in Q2 2026, buying an estimated $181K and bringing the position to 95,176 shares worth $5.61M. The position accounts for 0.07% of the portfolio, ranked #259.

Principal Securities first reported a position in VGIT in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.5M in Q1 2024. 977 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

Principal Securities held 95,176 shares of Vanguard Intermediate-Term Treasury ETF worth $5.61M as of Q2 2026.
Principal Securities bought 3,062 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $181K.
Vanguard Intermediate-Term Treasury ETF made up 0.07% of Principal Securities's portfolio in Q2 2026, its #259 holding.
Principal Securities first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's Vanguard Intermediate-Term Treasury ETF position peaked at $10.5M in Q1 2024.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

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