Principal Securities’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Principal Securities’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.69M	Buy	10,737 +66	+0.6%	+$22K	0.04%	358
2026 Q1	$3.19M	Buy	10,671 +571	+6%	+$179K	0.05%	355
2025 Q4	$3.18M	Sell	10,100 -223	-2%	-$69.6K	0.05%	330
2025 Q3	$3.18M	Buy	10,323 +1,708	+20%	+$506K	0.05%	326
2025 Q2	$2.46M	Buy	8,615 +1,742	+25%	+$459K	0.05%	351
2025 Q1	$1.85M	Hold	6,873	–	–	0.04%	385
2024 Q4	$1.85M	Sell	6,873 -36	-0.5%	-$9.76K	0.04%	382
2024 Q3	$1.82M	Buy	6,909 +1,088	+19%	+$276K	0.04%	377
2024 Q2	$1.45M	Buy	5,821 +1,527	+36%	+$367K	0.04%	385
2024 Q1	$1.03M	Buy	4,294 +1,199	+39%	+$274K	0.03%	444
2023 Q4	$675K	Buy	+3,095	New	+$633K	0.03%	507

Other funds holding VV

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Principal Securities's VV Position: Q2 2026 in Review

Principal Securities increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.62% in Q2 2026, buying an estimated $22K and bringing the position to 10,737 shares worth $3.69M. The position accounts for 0.04% of the portfolio, ranked #358.

Principal Securities first reported a position in VV in Q4 2023 and has held it in 11 quarters since. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Principal Securities held 10,737 shares of Vanguard Morningstar Large-Cap ETF worth $3.69M as of Q2 2026.
Principal Securities bought 66 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $22K.
Vanguard Morningstar Large-Cap ETF made up 0.04% of Principal Securities's portfolio in Q2 2026, its #358 holding.
Principal Securities first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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