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

Principal Securities’s Portfolio VOOG Stock Details VOOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$397K	Buy	4,799 +1,409	+42%	+$112K	﹤0.01%	1190
2026 Q1	$230K	Buy	3,390 +126	+4%	+$9.11K	﹤0.01%	1324
2025 Q4	$242K	Sell	3,264 -216	-6%	-$15.9K	﹤0.01%	1233
2025 Q3	$253K	Sell	3,480 -120	-3%	-$8.3K	﹤0.01%	1182
2025 Q2	$238K	Buy	3,600 +120	+3%	+$7.14K	﹤0.01%	1160
2025 Q1	$212K	Hold	3,480	–	–	﹤0.01%	1109
2024 Q4	$212K	Buy	3,480 +414	+14%	+$24.8K	﹤0.01%	1108
2024 Q3	$177K	Sell	3,066 -12	-0.4%	-$666	﹤0.01%	1151
2024 Q2	$171K	Sell	3,078 -252	-8%	-$13.1K	﹤0.01%	1100
2024 Q1	$169K	Buy	3,330 +156	+5%	+$7.53K	0.01%	1080
2023 Q4	$143K	Buy	+3,174	New	+$136K	0.01%	1051

Other funds holding VOOG

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Principal Securities's VOOG Position: Q2 2026 in Review

Principal Securities increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 42% in Q2 2026, buying an estimated $112K and bringing the position to 4,799 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Principal Securities first reported a position in VOOG in Q4 2023 and has held it in 11 quarters since. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Principal Securities held 4,799 shares of Vanguard S&P 500 Growth ETF worth $397K as of Q2 2026.
Principal Securities bought 1,409 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $112K.
Vanguard S&P 500 Growth ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1190 holding.
Principal Securities first reported a position in Vanguard S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

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