Congress Asset Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Congress Asset Management’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$72.7K	Sell	72,700 -79,179	-52%	-$27M	﹤0.01%	373
2026 Q1	$45.9M	Buy	151,879 +40,067	+36%	+$12.6M	0.33%	101
2025 Q4	$33.8M	Buy	111,812 +71,162	+175%	+$21.5M	0.24%	119
2025 Q3	$12.1M	Buy	40,650 +1,808	+5%	+$522K	0.08%	181
2025 Q2	$10.8M	Sell	38,842 -44,506	-53%	-$11.5M	0.07%	185
2025 Q1	$21M	Buy	83,348 +18,359	+28%	+$5.09M	0.16%	130
2024 Q4	$18.2M	Buy	64,989 +26,314	+68%	+$7.44M	0.12%	141
2024 Q3	$10.3M	Sell	38,675 -11,381	-23%	-$2.92M	0.07%	185
2024 Q2	$12.5M	Sell	50,056 -16,152	-24%	-$4.03M	0.09%	166
2024 Q1	$17.3M	Buy	66,208 +29,227	+79%	+$7.18M	0.12%	135
2023 Q4	$8.94M	Buy	36,981 +20,430	+123%	+$4.43M	0.07%	182
2023 Q3	$3.54M	Buy	+16,551	New	+$3.76M	0.03%	244
2023 Q1	–	Sell	-14,651	Closed	-$2.94M	–	388
2022 Q4	$2.94M	Sell	14,651 -1,074	-7%	-$220K	0.03%	253
2022 Q3	$3.07M	Buy	+15,725	New	+$3.38M	0.03%	238
2021 Q4	–	Sell	-2,656	Closed	-$744K	–	374
2021 Q3	$744K	Buy	+2,656	New	+$760K	0.01%	311
2020 Q1	–	Sell	-1,979	Closed	-$393K	–	356
2019 Q4	$393K	Buy	1,979 +493	+33%	+$93.5K	﹤0.01%	318
2019 Q3	$271K	Buy	1,486 +193	+15%	+$35.9K	﹤0.01%	333
2019 Q2	$241K	Buy	1,293 +38	+3%	+$6.91K	﹤0.01%	344
2019 Q1	$226K	Sell	1,255 -5,792	-82%	-$995K	﹤0.01%	348
2018 Q4	$1.06M	Buy	7,047 +4,711	+202%	+$777K	0.02%	305
2018 Q3	$438K	Buy	+2,336	New	+$430K	0.01%	337

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Congress Asset Management's VBK Position: Q2 2026 in Review

Congress Asset Management reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 52% in Q2 2026, selling an estimated $27M and leaving 72,700 shares worth $72.7K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Congress Asset Management first reported a position in VBK in Q3 2018 and has held it in 21 quarters since. The position peaked at $45.9M in Q1 2026. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Congress Asset Management held 72,700 shares of Vanguard Morningstar Small-Cap Growth ETF worth $72.7K as of Q2 2026.
Congress Asset Management sold 79,179 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $27M.
Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Congress Asset Management's portfolio in Q2 2026, its #373 holding.
Congress Asset Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2018 and has held it in 21 quarters since.
Congress Asset Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $45.9M in Q1 2026.
1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.