Vanguard Personalized Indexing Management
PFG icon

Vanguard Personalized Indexing Management’s Principal Financial Group PFG Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.15M Sell
38,544
-895
-2% -$90.9K 0.03% 396
2026
Q1 		$3.55M Buy
39,439
+1,444
+4% +$132K 0.03% 406
2025
Q4 		$3.35M Buy
37,995
+2,350
+7% +$198K 0.03% 423
2025
Q3 		$2.96M Buy
35,645
+5,737
+19% +$459K 0.03% 452
2025
Q2 		$2.38M Buy
29,908
+2,390
+9% +$183K 0.03% 506
2025
Q1 		$2.32M Buy
27,518
+3,490
+15% +$290K 0.03% 445
2024
Q4 		$1.86M Sell
24,028
-614
-2% -$51.7K 0.03% 503
2024
Q3 		$2.12M Buy
24,642
+1,492
+6% +$120K 0.03% 459
2024
Q2 		$1.8M Buy
23,150
+1,509
+7% +$123K 0.03% 437
2024
Q1 		$1.87M Sell
21,641
-4,929
-19% -$396K 0.04% 410
2023
Q4 		$2.09M Buy
26,570
+1,805
+7% +$131K 0.05% 331
2023
Q3 		$1.78M Buy
24,765
+865
+4% +$67.1K 0.05% 345
2023
Q2 		$1.81M Sell
23,900
-450
-2% -$32.4K 0.06% 338
2023
Q1 		$1.81M Buy
24,350
+4,833
+25% +$410K 0.06% 326
2022
Q4 		$1.64M Sell
19,517
-82
-0.4% -$7.03K 0.07% 324
2022
Q3 		$1.41M Buy
19,599
+1,849
+10% +$133K 0.06% 324
2022
Q2 		$1.19M Buy
17,750
+6,333
+55% +$445K 0.05% 389
2022
Q1 		$838K Sell
11,417
-3,164
-22% -$229K 0.04% 553
2021
Q4 		$1.05M Buy
14,581
+6,376
+78% +$445K 0.06% 363
2021
Q3 		$528K Sell
8,205
-2,882
-26% -$185K 0.05% 482
2021
Q2 		$701K Buy
11,087
+6,308
+132% +$403K 0.07% 339
2021
Q1 		$287K Buy
+4,779
New +$266K 0.04% 525

Other funds holding PFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Personalized Indexing Management's PFG Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its Principal Financial Group (PFG) stake by 2.3% in Q2 2026, selling an estimated $90.9K and leaving 38,544 shares worth $4.15M. The position accounts for 0.03% of the portfolio, ranked #396.

Vanguard Personalized Indexing Management first reported a position in PFG in Q1 2021 and has held it in 22 quarters since. 959 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Vanguard Personalized Indexing Management held 38,544 shares of Principal Financial Group worth $4.15M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 895 Principal Financial Group shares in Q2 2026, an estimated $90.9K.
  • Principal Financial Group made up 0.03% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #396 holding.
  • Vanguard Personalized Indexing Management first reported a position in Principal Financial Group in Q1 2021 and has held it in 22 quarters since.
  • 959 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.