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 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 $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Diversified Portfolios Inc's VONG Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 0.06% in Q1 2026, selling an estimated $2.34K and leaving 33,813 shares worth $3.71M. The position accounts for 0.3% of the portfolio, ranked #51.

Diversified Portfolios Inc first reported a position in VONG in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.12M in Q4 2025. 862 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

Diversified Portfolios Inc held 33,813 shares of Vanguard Russell 1000 Growth ETF worth $3.71M as of Q1 2026.
Diversified Portfolios Inc sold 20 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $2.34K.
Vanguard Russell 1000 Growth ETF made up 0.3% of Diversified Portfolios Inc's portfolio in Q1 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 16 quarters since.
Diversified Portfolios Inc's Vanguard Russell 1000 Growth ETF position peaked at $4.12M in Q4 2025.
862 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.