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 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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Principal Securities's VOOG Position: Q1 2026 in Review

Principal Securities increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 3.9% in Q1 2026, buying an estimated $9.11K and bringing the position to 3,390 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Principal Securities first reported a position in VOOG in Q4 2023 and has held it in 10 quarters since. The position peaked at $253K in Q3 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

Principal Securities held 3,390 shares of Vanguard S&P 500 Growth ETF worth $230K as of Q1 2026.
Principal Securities bought 126 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $9.11K.
Vanguard S&P 500 Growth ETF made up ﹤0.01% of Principal Securities's portfolio in Q1 2026, its #1324 holding.
Principal Securities first reported a position in Vanguard S&P 500 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's Vanguard S&P 500 Growth ETF position peaked at $253K in Q3 2025.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

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