Principal Securities’s Vanguard 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 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 $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Principal Securities's VV Position: Q1 2026 in Review

Principal Securities increased its Vanguard Large-Cap ETF (VV) stake by 5.7% in Q1 2026, buying an estimated $179K and bringing the position to 10,671 shares worth $3.19M. The position accounts for 0.05% of the portfolio, ranked #355.

Principal Securities first reported a position in VV in Q4 2023 and has held it in 10 quarters since. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Principal Securities held 10,671 shares of Vanguard Large-Cap ETF worth $3.19M as of Q1 2026.
Principal Securities bought 571 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $179K.
Vanguard Large-Cap ETF made up 0.05% of Principal Securities's portfolio in Q1 2026, its #355 holding.
Principal Securities first reported a position in Vanguard Large-Cap ETF in Q4 2023 and has held it in 10 quarters since.
1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

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