Principal Securities’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Principal Securities’s Portfolio VTWO Stock Details VTWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$299K	Buy	+2,466	New	+$280K	﹤0.01%	1327
2025 Q4	–	Sell	-527	Closed	-$51.6K	–	3466
2025 Q3	$51.6K	Sell	527 -5	-0.9%	-$464	﹤0.01%	1930
2025 Q2	$46.4K	Buy	532 +203	+62%	+$16.5K	﹤0.01%	1924
2025 Q1	$29.4K	Hold	329	–	–	﹤0.01%	2001
2024 Q4	$29.4K	Buy	329 +100	+44%	+$9.23K	﹤0.01%	1996
2024 Q3	$20.5K	Buy	229 +29	+15%	+$2.51K	﹤0.01%	2112
2024 Q2	$16.4K	Sell	200 -35	-15%	-$2.86K	﹤0.01%	2166
2024 Q1	$20K	Sell	235 -98	-29%	-$7.9K	﹤0.01%	2003
2023 Q4	$27K	Buy	+333	New	+$24.1K	﹤0.01%	1767

Other funds holding VTWO

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

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

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Principal Securities's VTWO Position: Q2 2026 in Review

Principal Securities opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q2 2026: 2,466 shares worth $299K. The stake represents ﹤0.01% of the portfolio and ranks #1327 among its holdings. This is a return to the name: Principal Securities previously reported a position in VTWO as recently as Q3 2025.

Principal Securities first reported a position in VTWO in Q4 2023 and has held it in 9 quarters since. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Principal Securities held 2,466 shares of Vanguard Russell 2000 ETF worth $299K as of Q2 2026.
Vanguard Russell 2000 ETF was a new Principal Securities position in Q2 2026.
Vanguard Russell 2000 ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1327 holding.
Principal Securities first reported a position in Vanguard Russell 2000 ETF in Q4 2023 and has held it in 9 quarters since.
741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

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