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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Principal Securities's VTWO Position: Q4 2025 in Review

Principal Securities sold out of Vanguard Russell 2000 ETF (VTWO) in Q4 2025, closing a stake of 527 shares — an estimated $51.6K sold.

Principal Securities first reported a position in VTWO in Q4 2023 and held it in 8 quarters. The position peaked at $51.6K in Q3 2025. 657 funds tracked by Wall St. Rank hold VTWO as of Q4 2025.

  • Principal Securities reported no remaining Vanguard Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 527 Vanguard Russell 2000 ETF shares in Q4 2025, an estimated $51.6K.
  • Principal Securities first reported a position in Vanguard Russell 2000 ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Vanguard Russell 2000 ETF position peaked at $51.6K in Q3 2025.
  • 657 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q4 2025.

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