Principal Securities’s Vanguard S&P 500 ETF VOO Stock Holding History

Principal Securities’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.4M	Buy	22,488 +791	+4%	+$527K	0.19%	104
2026 Q1	$13M	Sell	21,697 -244	-1%	-$153K	0.19%	102
2025 Q4	$13.8M	Buy	21,941 +520	+2%	+$323K	0.21%	86
2025 Q3	$13.1M	Buy	21,421 +1,958	+10%	+$1.15M	0.22%	86
2025 Q2	$11.1M	Buy	19,463 +4,195	+27%	+$2.2M	0.21%	93
2025 Q1	$8.23M	Hold	15,268	–	–	0.18%	107
2024 Q4	$8.23M	Buy	15,268 +3,948	+35%	+$2.14M	0.19%	105
2024 Q3	$5.97M	Buy	11,320 +921	+9%	+$468K	0.14%	135
2024 Q2	$5.2M	Buy	10,399 +1,796	+21%	+$864K	0.14%	133
2024 Q1	$4.14M	Buy	8,603 +1,213	+16%	+$555K	0.13%	151
2023 Q4	$3.23M	Buy	+7,390	New	+$3.03M	0.12%	169

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Principal Securities's VOO Position: Q2 2026 in Review

Principal Securities increased its Vanguard S&P 500 ETF (VOO) stake by 3.6% in Q2 2026, buying an estimated $527K and bringing the position to 22,488 shares worth $15.4M. The position accounts for 0.19% of the portfolio, ranked #104.

Principal Securities first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 4,005 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Principal Securities held 22,488 shares of Vanguard S&P 500 ETF worth $15.4M as of Q2 2026.
Principal Securities bought 791 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $527K.
Vanguard S&P 500 ETF made up 0.19% of Principal Securities's portfolio in Q2 2026, its #104 holding.
Principal Securities first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,005 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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