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Principal Securities’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Principal Securities’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.3M Buy
87,795
+16,189
+23% +$3.13M 0.21% 90
2026
Q1 		$13.2M Buy
71,606
+9,207
+15% +$1.72M 0.19% 100
2025
Q4 		$11.1M Buy
62,399
+16,941
+37% +$2.96M 0.17% 111
2025
Q3 		$7.94M Buy
45,458
+9,841
+28% +$1.67M 0.13% 145
2025
Q2 		$5.86M Buy
35,617
+10,842
+44% +$1.72M 0.11% 177
2025
Q1 		$4.01M Hold
24,775
– – 0.09% 220
2024
Q4 		$4.01M Buy
24,775
+1,228
+5% +$207K 0.09% 219
2024
Q3 		$3.95M Buy
23,547
+926
+4% +$147K 0.1% 204
2024
Q2 		$3.4M Buy
22,621
+2,849
+14% +$432K 0.09% 204
2024
Q1 		$3.08M Buy
19,772
+1,387
+8% +$204K 0.1% 202
2023
Q4 		$2.67M Buy
+18,385
New +$2.47M 0.1% 197

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Principal Securities's VOE Position: Q2 2026 in Review

Principal Securities increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 23% in Q2 2026, buying an estimated $3.13M and bringing the position to 87,795 shares worth $17.3M. The position accounts for 0.21% of the portfolio, ranked #90.

Principal Securities first reported a position in VOE in Q4 2023 and has held it in 11 quarters since. 1,242 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Principal Securities held 87,795 shares of Vanguard Morningstar Mid-Cap Value ETF worth $17.3M as of Q2 2026.
  • Principal Securities bought 16,189 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $3.13M.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.21% of Principal Securities's portfolio in Q2 2026, its #90 holding.
  • Principal Securities first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,242 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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