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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
Q3 		$1.18M Hold
1,682
– – 0.01% 318
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

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

Congress Asset Management held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2026 at 1,682 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #318.

Congress Asset Management first reported a position in VOO in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.19M in Q4 2025. 252 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Congress Asset Management held 1,682 shares of Vanguard S&P 500 ETF worth $1.18M as of Q3 2026.
  • Congress Asset Management left its Vanguard S&P 500 ETF share count unchanged in Q3 2026.
  • Vanguard S&P 500 ETF made up 0.01% of Congress Asset Management's portfolio in Q3 2026, its #318 holding.
  • Congress Asset Management first reported a position in Vanguard S&P 500 ETF in Q3 2022 and has held it in 17 quarters since.
  • Congress Asset Management's Vanguard S&P 500 ETF position peaked at $1.19M in Q4 2025.
  • 252 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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