Congress Asset Management
VBK icon

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
Q3 		$20.6K Sell
20,616
-52,084
-72% -$18.2M ﹤0.01% 402
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Vision Capital Management
Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Congress Asset Management's VBK Position: Q3 2026 in Review

Congress Asset Management reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 72% in Q3 2026, selling an estimated $18.2M and leaving 20,616 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Congress Asset Management first reported a position in VBK in Q3 2018 and has held it in 22 quarters since. The position peaked at $45.9M in Q1 2026. 416 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Congress Asset Management held 20,616 shares of Vanguard Morningstar Small-Cap Growth ETF worth $20.6K as of Q3 2026.
  • Congress Asset Management sold 52,084 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $18.2M.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Congress Asset Management's portfolio in Q3 2026, its #402 holding.
  • Congress Asset Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2018 and has held it in 22 quarters since.
  • Congress Asset Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $45.9M in Q1 2026.
  • 416 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.