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Principal Securities’s Vanguard Total World Stock ETF VT Stock Holding History

Principal Securities’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.07M Buy
7,707
+946
+14% +$136K 0.02% 712
2025
Q4 		$954K Buy
6,761
+157
+2% +$21.9K 0.01% 713
2025
Q3 		$910K Buy
6,604
+307
+5% +$40.8K 0.02% 693
2025
Q2 		$809K Buy
6,297
+913
+17% +$109K 0.02% 676
2025
Q1 		$633K Hold
5,384
– – 0.01% 695
2024
Q4 		$633K Sell
5,384
-343
-6% -$41.2K 0.01% 690
2024
Q3 		$686K Sell
5,727
-944
-14% -$109K 0.02% 653
2024
Q2 		$751K Sell
6,671
-6,436
-49% -$710K 0.02% 568
2024
Q1 		$1.45M Sell
13,107
-5,415
-29% -$573K 0.05% 355
2023
Q4 		$1.91M Buy
+18,522
New +$1.78M 0.07% 266

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Principal Securities's VT Position: Q1 2026 in Review

Principal Securities increased its Vanguard Total World Stock ETF (VT) stake by 14% in Q1 2026, buying an estimated $136K and bringing the position to 7,707 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #712.

Principal Securities first reported a position in VT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.91M in Q4 2023. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Principal Securities held 7,707 shares of Vanguard Total World Stock ETF worth $1.07M as of Q1 2026.
  • Principal Securities bought 946 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $136K.
  • Vanguard Total World Stock ETF made up 0.02% of Principal Securities's portfolio in Q1 2026, its #712 holding.
  • Principal Securities first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Vanguard Total World Stock ETF position peaked at $1.91M in Q4 2023.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

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