Principal Securities’s Vanguard Information Technology ETF VGT Stock Holding History

Principal Securities’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.13M	Buy	58,856 +6,488	+12%	+$597K	0.08%	256
2025 Q4	$4.93M	Sell	52,368 -112	-0.2%	-$10.6K	0.08%	246
2025 Q3	$4.9M	Sell	52,480 -6,784	-11%	-$593K	0.08%	233
2025 Q2	$4.91M	Buy	59,264 +53,928	+1,011%	+$3.92M	0.09%	212
2025 Q1	$415K	Hold	5,336	–	–	0.01%	848
2024 Q4	$415K	Buy	5,336 +904	+20%	+$69.4K	0.01%	842
2024 Q3	$325K	Sell	4,432 -4,968	-53%	-$353K	0.01%	905
2024 Q2	$678K	Buy	9,400 +6,608	+237%	+$439K	0.02%	600
2024 Q1	$183K	Buy	2,792 +328	+13%	+$20.8K	0.01%	1049
2023 Q4	$149K	Buy	+2,464	New	+$137K	0.01%	1026

Other funds holding VGT

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

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

PCH

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Principal Securities's VGT Position: Q1 2026 in Review

Principal Securities increased its Vanguard Information Technology ETF (VGT) stake by 12% in Q1 2026, buying an estimated $597K and bringing the position to 58,856 shares worth $5.13M. The position accounts for 0.08% of the portfolio, ranked #256.

Principal Securities first reported a position in VGT in Q4 2023 and has held it in 10 quarters since. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Principal Securities held 58,856 shares of Vanguard Information Technology ETF worth $5.13M as of Q1 2026.
Principal Securities bought 6,488 Vanguard Information Technology ETF shares in Q1 2026, an estimated $597K.
Vanguard Information Technology ETF made up 0.08% of Principal Securities's portfolio in Q1 2026, its #256 holding.
Principal Securities first reported a position in Vanguard Information Technology ETF in Q4 2023 and has held it in 10 quarters since.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

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