Congress Asset Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-1,341	Closed	-$411K	–	424
2026 Q2	$411K	Sell	1,341 -442	-25%	-$127K	﹤0.01%	341
2026 Q1	$459K	Sell	1,783 -3,663	-67%	-$1.01M	﹤0.01%	384
2025 Q4	$1.52M	Buy	5,446 +1,173	+27%	+$336K	0.01%	293
2025 Q3	$1.26M	Sell	4,273 -352	-8%	-$102K	0.01%	306
2025 Q2	$1.32M	Buy	4,625 +2,165	+88%	+$558K	0.01%	305
2025 Q1	$602K	Sell	2,460 -785	-24%	-$204K	﹤0.01%	324
2024 Q4	$823K	Buy	3,245 +1,525	+89%	+$393K	0.01%	326
2024 Q3	$419K	Buy	1,720 +738	+75%	+$172K	﹤0.01%	336
2024 Q2	$225K	Buy	+982	New	+$225K	﹤0.01%	362
2024 Q1	–	Sell	-3,597	Closed	-$790K	–	377
2023 Q4	$790K	Buy	+3,597	New	+$719K	0.01%	325
2023 Q1	–	Sell	-2,002	Closed	-$360K	–	389
2022 Q4	$360K	Buy	+2,002	New	+$363K	﹤0.01%	353
2022 Q3	–	Sell	-3,519	Closed	-$617K	–	380
2022 Q2	$617K	Buy	+3,519	New	+$681K	0.01%	327
2020 Q2	–	Sell	-15,778	Closed	-$2M	–	337
2020 Q1	$2M	Buy	+15,778	New	+$2.4M	0.03%	215
2019 Q1	–	Sell	-2,373	Closed	-$284K	–	373
2018 Q4	$284K	Buy	+2,373	New	+$305K	﹤0.01%	345

Other funds holding VOT

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

GFA

Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

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

Congress Asset Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2026, closing a stake of 1,341 shares — an estimated $411K sold.

Congress Asset Management first reported a position in VOT in Q4 2018 and held it in 14 quarters. The position peaked at $2M in Q1 2020. 48 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Congress Asset Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2026 after selling out during the quarter.
Congress Asset Management sold 1,341 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $411K.
Congress Asset Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2018 and held it in 14 quarters.
Congress Asset Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2M in Q1 2020.
48 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

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