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 Q2	$1.24M	Buy	7,896 +189	+2%	+$28.8K	0.01%	708
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 $34.6B AUM 29.24% 1-Year Est. Return

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Principal Securities's VT Position: Q2 2026 in Review

Principal Securities increased its Vanguard Total World Stock ETF (VT) stake by 2.5% in Q2 2026, buying an estimated $28.8K and bringing the position to 7,896 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #708.

Principal Securities first reported a position in VT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.91M in Q4 2023. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Principal Securities held 7,896 shares of Vanguard Total World Stock ETF worth $1.24M as of Q2 2026.
Principal Securities bought 189 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $28.8K.
Vanguard Total World Stock ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #708 holding.
Principal Securities first reported a position in Vanguard Total World Stock ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's Vanguard Total World Stock ETF position peaked at $1.91M in Q4 2023.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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