Diversified Portfolios Inc’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Diversified Portfolios Inc’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	$4.32M	Sell	33,798 -15	-0%	-$1.86K	0.31%	51
2026 Q1	$3.71M	Sell	33,813 -20	-0.1%	-$2.34K	0.3%	51
2025 Q4	$4.12M	Sell	33,833 -202	-0.6%	-$24.6K	0.34%	48
2025 Q3	$4.1M	Sell	34,035 -1,310	-4%	-$150K	0.36%	47
2025 Q2	$3.86M	Sell	35,345 -1,845	-5%	-$182K	0.37%	46
2025 Q1	$3.45M	Hold	37,190	–	–	0.36%	46
2024 Q4	$3.84M	Hold	37,190	–	–	0.42%	47
2024 Q3	$3.59M	Buy	37,190 +184	+0.5%	+$17.2K	0.4%	44
2024 Q2	$3.47M	Hold	37,006	–	–	0.46%	41
2024 Q1	$3.21M	Sell	37,006 -349	-0.9%	-$28.9K	0.45%	41
2023 Q4	$2.91M	Hold	37,355	–	–	0.46%	39
2023 Q3	$2.56M	Hold	37,355	–	–	0.48%	38
2023 Q2	$2.64M	Hold	37,355	–	–	0.53%	36
2023 Q1	$2.35M	Buy	37,355 +8,827	+31%	+$523K	0.52%	33
2022 Q4	$1.57M	Buy	28,528 +20,543	+257%	+$1.16M	0.36%	37
2022 Q3	$433K	Hold	7,985	–	–	0.12%	87
2022 Q2	$449K	Buy	+7,985	New	+$493K	0.13%	77

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Diversified Portfolios Inc's VONG Position: Q2 2026 in Review

Diversified Portfolios Inc reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.04% in Q2 2026, selling an estimated $1.86K and leaving 33,798 shares worth $4.32M. The position accounts for 0.31% of the portfolio, ranked #51.

Diversified Portfolios Inc first reported a position in VONG in Q2 2022 and has held it in 17 quarters since. 956 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

Diversified Portfolios Inc held 33,798 shares of Vanguard Russell 1000 Growth ETF worth $4.32M as of Q2 2026.
Diversified Portfolios Inc sold 15 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.86K.
Vanguard Russell 1000 Growth ETF made up 0.31% of Diversified Portfolios Inc's portfolio in Q2 2026, its #51 holding.
Diversified Portfolios Inc first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2022 and has held it in 17 quarters since.
956 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.