Principal Securities’s Vanguard Real Estate ETF VNQ Stock Holding History

Principal Securities’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$984K	Buy	11,095 +1,355	+14%	+$124K	0.01%	734
2025 Q4	$862K	Sell	9,740 -237	-2%	-$21.3K	0.01%	743
2025 Q3	$912K	Buy	9,977 +2,321	+30%	+$211K	0.02%	692
2025 Q2	$682K	Buy	7,656 +1,222	+19%	+$108K	0.01%	736
2025 Q1	$573K	Buy	6,434 +530	+9%	+$48.1K	0.01%	723
2024 Q4	$526K	Sell	5,904 -3,035	-34%	-$287K	0.01%	748
2024 Q3	$871K	Buy	8,939 +3,462	+63%	+$319K	0.02%	571
2024 Q2	$459K	Buy	5,477 +171	+3%	+$14.1K	0.01%	735
2024 Q1	$459K	Buy	5,306 +304	+6%	+$26K	0.01%	703
2023 Q4	$442K	Buy	+5,002	New	+$396K	0.02%	647

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Principal Securities's VNQ Position: Q1 2026 in Review

Principal Securities increased its Vanguard Real Estate ETF (VNQ) stake by 14% in Q1 2026, buying an estimated $124K and bringing the position to 11,095 shares worth $984K. The position accounts for 0.01% of the portfolio, ranked #734.

Principal Securities first reported a position in VNQ in Q4 2023 and has held it in 10 quarters since. 1,772 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

Principal Securities held 11,095 shares of Vanguard Real Estate ETF worth $984K as of Q1 2026.
Principal Securities bought 1,355 Vanguard Real Estate ETF shares in Q1 2026, an estimated $124K.
Vanguard Real Estate ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #734 holding.
Principal Securities first reported a position in Vanguard Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
1,772 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

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