Principal Securities’s Vanguard Extended Market ETF VXF Stock Holding History

Principal Securities’s Portfolio VXF Stock Details VXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.5M	Buy	75,457 +1,823	+2%	+$390K	0.23%	82
2025 Q4	$15.4M	Sell	73,634 -72	-0.1%	-$15.1K	0.24%	76
2025 Q3	$15.4M	Buy	73,706 +3,569	+5%	+$722K	0.25%	71
2025 Q2	$13.5M	Sell	70,137 -622	-0.9%	-$110K	0.25%	75
2025 Q1	$13.4M	Buy	70,759 +664	+0.9%	+$126K	0.3%	64
2024 Q4	$13.3M	Sell	70,095 -922	-1%	-$178K	0.3%	64
2024 Q3	$12.9M	Sell	71,017 -1,914	-3%	-$335K	0.31%	60
2024 Q2	$12.3M	Buy	72,931 +793	+1%	+$134K	0.34%	53
2024 Q1	$12.6M	Buy	72,138 +623	+0.9%	+$103K	0.39%	48
2023 Q4	$11.8M	Buy	+71,515	New	+$10.5M	0.44%	45

Other funds holding VXF

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return