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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
Q2 		$463K Buy
1,285
+403
+46% +$137K 0.01% 1110
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 $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Principal Securities's VIS Position: Q2 2026 in Review

Principal Securities increased its Vanguard Industrials ETF (VIS) stake by 46% in Q2 2026, buying an estimated $137K and bringing the position to 1,285 shares worth $463K. The position accounts for 0.01% of the portfolio, ranked #1110.

Principal Securities first reported a position in VIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $723K in Q2 2025. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Principal Securities held 1,285 shares of Vanguard Industrials ETF worth $463K as of Q2 2026.
  • Principal Securities bought 403 Vanguard Industrials ETF shares in Q2 2026, an estimated $137K.
  • Vanguard Industrials ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1110 holding.
  • Principal Securities first reported a position in Vanguard Industrials ETF in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Vanguard Industrials ETF position peaked at $723K in Q2 2025.
  • 619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

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