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Congress Asset Management’s Vanguard 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

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Congress Asset Management reduced its Vanguard 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. 397 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Congress Asset Management held 72,700 shares of Vanguard Small-Cap Growth ETF worth $72.7K as of Q2 2026.
  • Congress Asset Management sold 79,179 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $27M.
  • Vanguard 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 Small-Cap Growth ETF in Q3 2018 and has held it in 21 quarters since.
  • Congress Asset Management's Vanguard Small-Cap Growth ETF position peaked at $45.9M in Q1 2026.
  • 397 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

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