Principal Securities, Inc. Vanguard Wellington Fd U S Mom Transaction History

Principal Securities, Inc.

$6.07 Trillion
Q3 2025

A detailed history of Principal Securities, Inc. transactions in Vanguard Wellington Fd U S Mom stock. As of the latest transaction made, Principal Securities, Inc. holds 3,657 shares of VFMO stock, worth $677,349. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,657

Previous 3,601 1.56%

Holding current value

$677,349

Previous $621 Million 12.79%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$170.68 - $192.95 $9,558 - $10,805	56 Added 1.56%	3,657 $701 Million
Q2 2025 Aug 11, 2025	BUY	$134.25 - $172.52 $25,104 - $32,261	187 Added 5.48%	3,601 $621 Million
Q4 2024 Jan 30, 2025	BUY	$159.11 - $178.39 $24,980 - $28,007	157 Added 4.82%	3,414 $561 Million
Q3 2024 Oct 28, 2024	BUY	$141.31 - $161.48 $20,066 - $22,930	142 Added 4.56%	3,257 $524 Million
Q2 2024 Jul 31, 2024	SELL	$138.89 - $152.14 $694 - $760	-5 Reduced 0.16%	3,115 $468 Million

Q1 2024 May 10, 2024	SELL	$126.46 - $151.44 $37,685 - $45,129	-298 Reduced 8.72%	3,120 $472 Million
Q4 2023 Feb 07, 2024	BUY	$105.72 - $133.01 $361,350 - $454,628	3,418 New	3,418 $449 Million

Others Institutions Holding VFMO

# of Institutions

157

Shares Held

3.4M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S MOM

Ticker VFMO
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Principal Securities, Inc. Vanguard Wellington Fd U S Mom Transaction History