Diversified Trust’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Diversified Trust’s Portfolio VOOG Stock Details VOOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$847K	Buy	+9,906	New	+$826K	0.02%	515

Other funds holding VOOG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $935M AUM 16.74% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.11% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

Diversified Trust's VOOG Position: Q3 2026 in Review

Diversified Trust opened a new position in Vanguard S&P 500 Growth ETF (VOOG) in Q3 2026: 9,906 shares worth $847K. The stake represents 0.02% of the portfolio and ranks #515 among its holdings.

456 funds tracked by Wall St. Rank hold VOOG as of Q3 2026.

Diversified Trust held 9,906 shares of Vanguard S&P 500 Growth ETF worth $847K as of Q3 2026.
Vanguard S&P 500 Growth ETF was a new Diversified Trust position in Q3 2026.
Vanguard S&P 500 Growth ETF made up 0.02% of Diversified Trust's portfolio in Q3 2026, its #515 holding.
456 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.