Dynamic Advisor Solutions’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Dynamic Advisor Solutions’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	–	Sell	-1,871	Closed	-$205K	–	1095
2026 Q1	$205K	Sell	1,871 -171	-8%	-$20K	0.01%	912
2025 Q4	$249K	Buy	+2,042	New	+$249K	0.01%	837
2024 Q3	–	Sell	-4,745	Closed	-$445K	–	1009
2024 Q2	$445K	Sell	4,745 -226	-5%	-$19.9K	0.01%	653
2024 Q1	$431K	Buy	4,971 +99	+2%	+$8.21K	0.01%	639
2023 Q4	$370K	Sell	4,872 -49	-1%	-$3.57K	0.01%	657
2023 Q3	$337K	Sell	4,921 -116	-2%	-$8.24K	0.02%	620
2023 Q2	$356K	Buy	+5,037	New	+$330K	0.02%	582

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

Dynamic Advisor Solutions's VONG Position: Q2 2026 in Review

Dynamic Advisor Solutions sold out of Vanguard Russell 1000 Growth ETF (VONG) in Q2 2026, closing a stake of 1,871 shares — an estimated $205K sold.

Dynamic Advisor Solutions first reported a position in VONG in Q2 2023 and held it in 7 quarters. The position peaked at $445K in Q2 2024. 955 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

Dynamic Advisor Solutions reported no remaining Vanguard Russell 1000 Growth ETF position as of Q2 2026 after selling out during the quarter.
Dynamic Advisor Solutions sold 1,871 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $205K.
Dynamic Advisor Solutions first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2023 and held it in 7 quarters.
Dynamic Advisor Solutions's Vanguard Russell 1000 Growth ETF position peaked at $445K in Q2 2024.
955 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.