Diversify Advisory Services’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Diversify Advisory Services’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	–	Sell	-20,900	Closed	-$2.53M	–	844
2025 Q4	$2.53M	Buy	20,900 +524	+3%	+$63.9K	0.08%	191
2025 Q3	$2.56M	Buy	20,376 +3,400	+20%	+$390K	0.09%	176
2025 Q2	$1.97M	Buy	16,976 +4,123	+32%	+$406K	0.08%	190
2025 Q1	$1.21M	Buy	12,853 +1,972	+18%	+$200K	0.08%	185
2024 Q4	$1.12M	Sell	10,881 -5,988	-35%	-$606K	0.06%	213
2024 Q3	$1.67M	Sell	16,869 -1,934	-10%	-$180K	0.09%	184
2024 Q2	$1.83M	Buy	18,803 +802	+4%	+$70.5K	0.1%	168
2024 Q1	$1.56M	Buy	+18,001	New	+$1.49M	0.09%	178

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

Diversify Advisory Services's VONG Position: Q1 2026 in Review

Diversify Advisory Services sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q1 2026, closing a stake of 20,900 shares — an estimated $2.53M sold.

Diversify Advisory Services first reported a position in VONG in Q1 2024 and held it in 8 quarters. The position peaked at $2.56M in Q3 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

Diversify Advisory Services reported no remaining Vanguard Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 20,900 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $2.53M.
Diversify Advisory Services first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2024 and held it in 8 quarters.
Diversify Advisory Services's Vanguard Russell 1000 Growth ETF position peaked at $2.56M in Q3 2025.
860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.