Congress Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-5,712	Closed	-$346K	–	379
2024 Q2	$346K	Hold	5,712	–	–	﹤0.01%	349
2024 Q1	$357K	Hold	5,712	–	–	﹤0.01%	337
2023 Q4	$332K	Hold	5,712	–	–	﹤0.01%	355
2023 Q3	$297K	Hold	5,712	–	–	﹤0.01%	357
2023 Q2	$314K	Hold	5,712	–	–	﹤0.01%	351
2023 Q1	$301K	Hold	5,712	–	–	﹤0.01%	353
2022 Q4	$291K	Hold	5,712	–	–	﹤0.01%	363
2022 Q3	$268K	Buy	5,712 +1,312	+30%	+$68.6K	﹤0.01%	353
2022 Q2	$217K	Hold	4,400	–	–	﹤0.01%	361
2022 Q1	$262K	Hold	4,400	–	–	﹤0.01%	352
2021 Q4	$280K	Sell	4,400 -1,924	-30%	-$121K	﹤0.01%	357
2021 Q3	$374K	Sell	6,324 -960	-13%	-$58K	﹤0.01%	336
2021 Q2	$432K	Buy	7,284 +1,924	+36%	+$112K	﹤0.01%	329
2021 Q1	$297K	Hold	5,360	–	–	﹤0.01%	335
2020 Q4	$277K	Hold	5,360	–	–	﹤0.01%	334
2020 Q3	$236K	Hold	5,360	–	–	﹤0.01%	328
2020 Q2	$220K	Buy	+5,360	New	+$205K	﹤0.01%	316
2020 Q1	–	Sell	-5,360	Closed	-$239K	–	357
2019 Q4	$239K	Hold	5,360	–	–	﹤0.01%	337
2019 Q3	$225K	Hold	5,360	–	–	﹤0.01%	340
2019 Q2	$224K	Buy	+5,360	New	+$219K	﹤0.01%	347

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Congress Asset Management's VO Position: Q3 2024 in Review

Congress Asset Management sold out of Vanguard Mid-Cap ETF (VO) in Q3 2024, closing a stake of 5,712 shares — an estimated $346K sold.

Congress Asset Management first reported a position in VO in Q2 2019 and held it in 20 quarters. The position peaked at $432K in Q2 2021. 1,930 funds tracked by Wall St. Rank hold VO as of Q3 2024.

Congress Asset Management reported no remaining Vanguard Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
Congress Asset Management sold 5,712 Vanguard Mid-Cap ETF shares in Q3 2024, an estimated $346K.
Congress Asset Management first reported a position in Vanguard Mid-Cap ETF in Q2 2019 and held it in 20 quarters.
Congress Asset Management's Vanguard Mid-Cap ETF position peaked at $432K in Q2 2021.
1,930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2024.

Based on Congress Asset Management's 13F filing for Q3 2024, filed 28 Oct 2024.