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

Principal Securities’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$852K Buy
4,182
+58
+1% +$12.1K 0.01% 772
2025
Q4 		$845K Sell
4,124
-43
-1% -$8.71K 0.01% 754
2025
Q3 		$831K Buy
4,167
+7
+0.2% +$1.36K 0.01% 726
2025
Q2 		$785K Buy
4,160
+113
+3% +$20.4K 0.01% 684
2025
Q1 		$747K Hold
4,047
– – 0.02% 653
2024
Q4 		$747K Buy
4,047
+95
+2% +$18.2K 0.02% 648
2024
Q3 		$754K Buy
3,952
+50
+1% +$9.18K 0.02% 624
2024
Q2 		$686K Sell
3,902
-300
-7% -$52.9K 0.02% 592
2024
Q1 		$758K Buy
4,202
+205
+5% +$35.2K 0.02% 526
2023
Q4 		$671K Buy
+3,997
New +$621K 0.03% 508

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Principal Securities's VOOV Position: Q1 2026 in Review

Principal Securities increased its Vanguard S&P 500 Value ETF (VOOV) stake by 1.4% in Q1 2026, buying an estimated $12.1K and bringing the position to 4,182 shares worth $852K. The position accounts for 0.01% of the portfolio, ranked #772.

Principal Securities first reported a position in VOOV in Q4 2023 and has held it in 10 quarters since. 435 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

  • Principal Securities held 4,182 shares of Vanguard S&P 500 Value ETF worth $852K as of Q1 2026.
  • Principal Securities bought 58 Vanguard S&P 500 Value ETF shares in Q1 2026, an estimated $12.1K.
  • Vanguard S&P 500 Value ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #772 holding.
  • Principal Securities first reported a position in Vanguard S&P 500 Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 435 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

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