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Congress Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Congress Asset Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.16M Sell
1,682
-211
-11% -$141K 0.01% 299
2026
Q1 		$1.13M Hold
1,893
– – 0.01% 332
2025
Q4 		$1.19M Buy
1,893
+117
+7% +$72.7K 0.01% 305
2025
Q3 		$1.09M Buy
1,776
+65
+4% +$38.3K 0.01% 314
2025
Q2 		$972K Hold
1,711
– – 0.01% 316
2025
Q1 		$879K Buy
1,711
+46
+3% +$24.9K 0.01% 310
2024
Q4 		$897K Buy
1,665
+211
+15% +$114K 0.01% 323
2024
Q3 		$767K Sell
1,454
-45
-3% -$22.9K 0.01% 310
2024
Q2 		$750K Hold
1,499
– – 0.01% 311
2024
Q1 		$721K Hold
1,499
– – 0.01% 311
2023
Q4 		$655K Buy
1,499
+45
+3% +$18.4K 0.01% 334
2023
Q3 		$571K Hold
1,454
– – 0.01% 335
2023
Q2 		$592K Hold
1,454
– – 0.01% 326
2023
Q1 		$547K Hold
1,454
– – 0.01% 324
2022
Q4 		$511K Hold
1,454
– – 0.01% 334
2022
Q3 		$477K Buy
+1,454
New +$531K 0.01% 326

Other funds holding VOO

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

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

Congress Asset Management reduced its Vanguard S&P 500 ETF (VOO) stake by 11% in Q2 2026, selling an estimated $141K and leaving 1,682 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #299.

Congress Asset Management first reported a position in VOO in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.19M in Q4 2025. 786 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Congress Asset Management held 1,682 shares of Vanguard S&P 500 ETF worth $1.16M as of Q2 2026.
  • Congress Asset Management sold 211 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $141K.
  • Vanguard S&P 500 ETF made up 0.01% of Congress Asset Management's portfolio in Q2 2026, its #299 holding.
  • Congress Asset Management first reported a position in Vanguard S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
  • Congress Asset Management's Vanguard S&P 500 ETF position peaked at $1.19M in Q4 2025.
  • 786 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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