Principal Securities’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Principal Securities’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.61M	Buy	36,386 +24,287	+201%	+$5.58M	0.1%	181
2026 Q1	$2.6M	Buy	12,099 +7,230	+148%	+$1.61M	0.04%	408
2025 Q4	$1.07M	Buy	4,869 +520	+12%	+$114K	0.02%	678
2025 Q3	$938K	Buy	4,349 +291	+7%	+$61.1K	0.02%	687
2025 Q2	$831K	Sell	4,058 -737	-15%	-$143K	0.02%	671
2025 Q1	$939K	Hold	4,795	–	–	0.02%	578
2024 Q4	$939K	Sell	4,795 -366	-7%	-$73.1K	0.02%	576
2024 Q3	$1.02M	Buy	5,161 +346	+7%	+$65.9K	0.02%	521
2024 Q2	$879K	Sell	4,815 -615	-11%	-$111K	0.02%	509
2024 Q1	$991K	Buy	5,430 +1,365	+34%	+$240K	0.03%	454
2023 Q4	$693K	Buy	+4,065	New	+$654K	0.03%	502

Other funds holding VIG

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

Principal Securities's VIG Position: Q2 2026 in Review

Principal Securities increased its Vanguard Dividend Appreciation ETF (VIG) stake by 201% in Q2 2026, buying an estimated $5.58M and bringing the position to 36,386 shares worth $8.61M. The position accounts for 0.1% of the portfolio, ranked #181.

Principal Securities first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 2,585 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Principal Securities held 36,386 shares of Vanguard Dividend Appreciation ETF worth $8.61M as of Q2 2026.
Principal Securities bought 24,287 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $5.58M.
Vanguard Dividend Appreciation ETF made up 0.1% of Principal Securities's portfolio in Q2 2026, its #181 holding.
Principal Securities first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
2,585 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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