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Principal Securities’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Principal Securities’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.18M Buy
24,902
+3,500
+16% +$434K 0.04% 388
2026
Q1 		$2.35M Buy
21,402
+13,392
+167% +$1.56M 0.03% 433
2025
Q4 		$975K Buy
8,010
+1,183
+17% +$144K 0.02% 704
2025
Q3 		$823K Buy
6,827
+4,006
+142% +$459K 0.01% 731
2025
Q2 		$308K Sell
2,821
-522
-16% -$51.4K 0.01% 1052
2025
Q1 		$345K Buy
3,343
+168
+5% +$17.1K 0.01% 916
2024
Q4 		$328K Buy
3,175
+2,723
+602% +$276K 0.01% 926
2024
Q3 		$43.6K Buy
452
+9
+2% +$840 ﹤0.01% 1755
2024
Q2 		$41.6K Sell
443
-19
-4% -$1.67K ﹤0.01% 1705
2024
Q1 		$40K Sell
462
-107
-19% -$8.88K ﹤0.01% 1673
2023
Q4 		$44.4K Buy
+569
New +$41.4K ﹤0.01% 1543

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Securities's VONG Position: Q2 2026 in Review

Principal Securities increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 16% in Q2 2026, buying an estimated $434K and bringing the position to 24,902 shares worth $3.18M. The position accounts for 0.04% of the portfolio, ranked #388.

Principal Securities first reported a position in VONG in Q4 2023 and has held it in 11 quarters since. 956 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Principal Securities held 24,902 shares of Vanguard Russell 1000 Growth ETF worth $3.18M as of Q2 2026.
  • Principal Securities bought 3,500 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $434K.
  • Vanguard Russell 1000 Growth ETF made up 0.04% of Principal Securities's portfolio in Q2 2026, its #388 holding.
  • Principal Securities first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 956 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

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