Principal Securities’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Principal Securities’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.99M	Sell	9,765 -150	-2%	-$43.3K	0.04%	405
2026 Q1	$2.55M	Sell	9,915 -606	-6%	-$166K	0.04%	413
2025 Q4	$2.94M	Buy	10,521 +94	+0.9%	+$26.9K	0.05%	349
2025 Q3	$3.06M	Buy	10,427 +326	+3%	+$94K	0.05%	333
2025 Q2	$2.87M	Buy	10,101 +2,350	+30%	+$606K	0.05%	319
2025 Q1	$1.97M	Hold	7,751	–	–	0.04%	367
2024 Q4	$1.97M	Buy	7,751 +2,451	+46%	+$631K	0.04%	364
2024 Q3	$1.29M	Buy	5,300 +733	+16%	+$171K	0.03%	463
2024 Q2	$1.05M	Buy	4,567 +1,241	+37%	+$285K	0.03%	470
2024 Q1	$784K	Buy	3,326 +802	+32%	+$180K	0.02%	518
2023 Q4	$554K	Buy	+2,524	New	+$505K	0.02%	557

Other funds holding VOT

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Principal Securities's VOT Position: Q2 2026 in Review

Principal Securities reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.5% in Q2 2026, selling an estimated $43.3K and leaving 9,765 shares worth $2.99M. The position accounts for 0.04% of the portfolio, ranked #405.

Principal Securities first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.06M in Q3 2025. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Principal Securities held 9,765 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.99M as of Q2 2026.
Principal Securities sold 150 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $43.3K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of Principal Securities's portfolio in Q2 2026, its #405 holding.
Principal Securities first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $3.06M in Q3 2025.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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