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

Diversified’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
2024
Q3 		$3.63M Buy
37,574
+2,676
+8% +$250K 0.4% 19
2024
Q2 		$3.27M Buy
+34,898
New +$3.07M 0.38% 20

Other funds holding VONG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Diversified's VONG Position: Q3 2024 in Review

Diversified increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 7.7% in Q3 2024, buying an estimated $250K and bringing the position to 37,574 shares worth $3.63M. The position accounts for 0.4% of the portfolio, ranked #19.

Diversified first reported a position in VONG in Q2 2024 and has held it in 2 quarters since. 633 funds tracked by Wall St. Rank hold VONG as of Q3 2024.

  • Diversified held 37,574 shares of Vanguard Russell 1000 Growth ETF worth $3.63M as of Q3 2024.
  • Diversified bought 2,676 Vanguard Russell 1000 Growth ETF shares in Q3 2024, an estimated $250K.
  • Vanguard Russell 1000 Growth ETF made up 0.4% of Diversified's portfolio in Q3 2024, its #19 holding.
  • Diversified first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2024 and has held it in 2 quarters since.
  • 633 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.