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Principal Securities’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Principal Securities’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$62.4M Sell
168,597
-1,710
-1% -$611K 0.75% 20
2026
Q1 		$54.6M Buy
170,307
+12,463
+8% +$4.18M 0.8% 24
2025
Q4 		$52.9M Buy
157,844
+2,569
+2% +$855K 0.82% 24
2025
Q3 		$51M Buy
155,275
+9,506
+7% +$3M 0.84% 19
2025
Q2 		$44.3M Buy
145,769
+19,685
+16% +$5.54M 0.83% 22
2025
Q1 		$36.5M Hold
126,084
– – 0.82% 22
2024
Q4 		$36.5M Buy
126,084
+14,120
+13% +$4.12M 0.82% 22
2024
Q3 		$31.7M Sell
111,964
-2,271
-2% -$619K 0.77% 21
2024
Q2 		$30.6M Buy
114,235
+4,380
+4% +$1.13M 0.84% 18
2024
Q1 		$28.6M Buy
109,855
+13,352
+14% +$3.3M 0.89% 14
2023
Q4 		$22.9M Buy
+96,503
New +$21.3M 0.85% 19

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Principal Securities's VTI Position: Q2 2026 in Review

Principal Securities reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1% in Q2 2026, selling an estimated $611K and leaving 168,597 shares worth $62.4M. The position accounts for 0.75% of the portfolio, ranked #20.

Principal Securities first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Principal Securities held 168,597 shares of Vanguard Morningstar Total Stock Market ETF worth $62.4M as of Q2 2026.
  • Principal Securities sold 1,710 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $611K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.75% of Principal Securities's portfolio in Q2 2026, its #20 holding.
  • Principal Securities first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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