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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
Q2 		$905K Sell
4,128
-54
-1% -$11.7K 0.01% 819
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Principal Securities's VOOV Position: Q2 2026 in Review

Principal Securities reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 1.3% in Q2 2026, selling an estimated $11.7K and leaving 4,128 shares worth $905K. The position accounts for 0.01% of the portfolio, ranked #819.

Principal Securities first reported a position in VOOV in Q4 2023 and has held it in 11 quarters since. 455 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • Principal Securities held 4,128 shares of Vanguard S&P 500 Value ETF worth $905K as of Q2 2026.
  • Principal Securities sold 54 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $11.7K.
  • Vanguard S&P 500 Value ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #819 holding.
  • Principal Securities first reported a position in Vanguard S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 455 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

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