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Principal Securities’s Vanguard Industrials ETF VIS Stock Holding History

Principal Securities’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$275K Sell
882
-917
-51% -$298K ﹤0.01% 1247
2025
Q4 		$537K Buy
1,799
+617
+52% +$183K 0.01% 914
2025
Q3 		$350K Sell
1,182
-1,400
-54% -$406K 0.01% 1058
2025
Q2 		$723K Buy
2,582
+2,067
+401% +$534K 0.01% 712
2025
Q1 		$131K Hold
515
– – ﹤0.01% 1311
2024
Q4 		$131K Buy
515
+85
+20% +$22.6K ﹤0.01% 1310
2024
Q3 		$112K Sell
430
-54
-11% -$13.2K ﹤0.01% 1350
2024
Q2 		$114K Buy
484
+115
+31% +$27.4K ﹤0.01% 1271
2024
Q1 		$90.2K Buy
369
+86
+30% +$19.5K ﹤0.01% 1318
2023
Q4 		$62.4K Buy
+283
New +$57K ﹤0.01% 1389

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return