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Principal Securities’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Principal Securities’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.64M Buy
61,020
+1,027
+2% +$161K 0.12% 164
2026
Q1 		$8.88M Sell
59,993
-972
-2% -$146K 0.13% 144
2025
Q4 		$8.75M Sell
60,965
-218
-0.4% -$31K 0.14% 146
2025
Q3 		$8.62M Buy
61,183
+13,784
+29% +$1.89M 0.14% 136
2025
Q2 		$6.32M Buy
47,399
+5,853
+14% +$742K 0.12% 162
2025
Q1 		$5.3M Buy
41,546
+175
+0.4% +$22.9K 0.12% 165
2024
Q4 		$5.28M Buy
41,371
+448
+1% +$58.4K 0.12% 166
2024
Q3 		$5.25M Sell
40,923
-1,539
-4% -$190K 0.13% 157
2024
Q2 		$5.04M Sell
42,462
-2,108
-5% -$250K 0.14% 139
2024
Q1 		$5.39M Sell
44,570
-1,104
-2% -$126K 0.17% 117
2023
Q4 		$5.1M Buy
+45,674
New +$4.8M 0.19% 109

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Securities's VYM Position: Q2 2026 in Review

Principal Securities increased its Vanguard High Dividend Yield ETF (VYM) stake by 1.7% in Q2 2026, buying an estimated $161K and bringing the position to 61,020 shares worth $9.64M. The position accounts for 0.12% of the portfolio, ranked #164.

Principal Securities first reported a position in VYM in Q4 2023 and has held it in 11 quarters since. 2,055 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

  • Principal Securities held 61,020 shares of Vanguard High Dividend Yield ETF worth $9.64M as of Q2 2026.
  • Principal Securities bought 1,027 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $161K.
  • Vanguard High Dividend Yield ETF made up 0.12% of Principal Securities's portfolio in Q2 2026, its #164 holding.
  • Principal Securities first reported a position in Vanguard High Dividend Yield ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,055 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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