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Dakota Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Dakota Wealth Management’s Portfolio VONG Stock Details VONG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$214K Buy
+1,678
New +$208K ﹤0.01% 743
2026
Q1 		– Sell
-5,306
Closed -$646K – 842
2025
Q4 		$646K Buy
+5,306
New +$647K 0.01% 496

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Dakota Wealth Management's VONG Position: Q2 2026 in Review

Dakota Wealth Management opened a new position in Vanguard Russell 1000 Growth ETF (VONG) in Q2 2026: 1,678 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #743 among its holdings. This is a return to the name: Dakota Wealth Management previously reported a position in VONG as recently as Q4 2025.

Dakota Wealth Management first reported a position in VONG in Q4 2025 and has held it in 2 quarters since. The position peaked at $646K in Q4 2025. 955 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

  • Dakota Wealth Management held 1,678 shares of Vanguard Russell 1000 Growth ETF worth $214K as of Q2 2026.
  • Vanguard Russell 1000 Growth ETF was a new Dakota Wealth Management position in Q2 2026.
  • Vanguard Russell 1000 Growth ETF made up ﹤0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #743 holding.
  • Dakota Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Dakota Wealth Management's Vanguard Russell 1000 Growth ETF position peaked at $646K in Q4 2025.
  • 955 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.