Principal Securities’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Principal Securities’s Portfolio VTWG Stock Details VTWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-180	Closed	-$42.1K	–	3465
2025 Q3	$42.1K	Hold	180	–	–	﹤0.01%	2037
2025 Q2	$37.5K	Hold	180	–	–	﹤0.01%	2017
2025 Q1	$37.8K	Hold	180	–	–	﹤0.01%	1880
2024 Q4	$37.8K	Hold	180	–	–	﹤0.01%	1877
2024 Q3	$37.3K	Hold	180	–	–	﹤0.01%	1817
2024 Q2	$34.4K	Hold	180	–	–	﹤0.01%	1797
2024 Q1	$35.5K	Hold	180	–	–	﹤0.01%	1724
2023 Q4	$33K	Buy	+180	New	+$29.5K	﹤0.01%	1670

Other funds holding VTWG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

QIM

Quest Investment Management Lake Oswego, Oregon $857M AUM 21.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Securities's VTWG Position: Q4 2025 in Review

Principal Securities sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q4 2025, closing a stake of 180 shares — an estimated $42.1K sold.

Principal Securities first reported a position in VTWG in Q4 2023 and held it in 8 quarters. The position peaked at $42.1K in Q3 2025. 192 funds tracked by Wall St. Rank hold VTWG as of Q4 2025.

Principal Securities reported no remaining Vanguard Russell 2000 Growth ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 180 Vanguard Russell 2000 Growth ETF shares in Q4 2025, an estimated $42.1K.
Principal Securities first reported a position in Vanguard Russell 2000 Growth ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's Vanguard Russell 2000 Growth ETF position peaked at $42.1K in Q3 2025.
192 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.