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Principal Securities’s Vanguard Growth ETF VUG Stock Holding History

Principal Securities’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.36M Sell
46,218
-1,206
-3% -$93.8K 0.05% 342
2025
Q4 		$3.86M Buy
47,424
+828
+2% +$67.2K 0.06% 302
2025
Q3 		$3.72M Buy
46,596
+3,018
+7% +$231K 0.06% 289
2025
Q2 		$3.18M Sell
43,578
-7,764
-15% -$511K 0.06% 292
2025
Q1 		$3.51M Hold
51,342
– – 0.08% 243
2024
Q4 		$3.51M Sell
51,342
-1,536
-3% -$103K 0.08% 243
2024
Q3 		$3.38M Buy
52,878
+312
+0.6% +$19.3K 0.08% 232
2024
Q2 		$3.28M Buy
52,566
+1,848
+4% +$108K 0.09% 211
2024
Q1 		$2.91M Buy
50,718
+7,248
+17% +$399K 0.09% 207
2023
Q4 		$2.25M Buy
+43,470
New +$2.1M 0.08% 230

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Principal Securities's VUG Position: Q1 2026 in Review

Principal Securities reduced its Vanguard Growth ETF (VUG) stake by 2.5% in Q1 2026, selling an estimated $93.8K and leaving 46,218 shares worth $3.36M. The position accounts for 0.05% of the portfolio, ranked #342.

Principal Securities first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.86M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Principal Securities held 46,218 shares of Vanguard Growth ETF worth $3.36M as of Q1 2026.
  • Principal Securities sold 1,206 Vanguard Growth ETF shares in Q1 2026, an estimated $93.8K.
  • Vanguard Growth ETF made up 0.05% of Principal Securities's portfolio in Q1 2026, its #342 holding.
  • Principal Securities first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Vanguard Growth ETF position peaked at $3.86M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.