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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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Principal Securities's VOO Position: Q1 2026 in Review

Principal Securities reduced its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q1 2026, selling an estimated $153K and leaving 21,697 shares worth $13M. The position accounts for 0.19% of the portfolio, ranked #102.

Principal Securities first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.8M in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Principal Securities held 21,697 shares of Vanguard S&P 500 ETF worth $13M as of Q1 2026.
  • Principal Securities sold 244 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $153K.
  • Vanguard S&P 500 ETF made up 0.19% of Principal Securities's portfolio in Q1 2026, its #102 holding.
  • Principal Securities first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Vanguard S&P 500 ETF position peaked at $13.8M in Q4 2025.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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