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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

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

Congress Asset Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 25% in Q2 2026, selling an estimated $127K and leaving 1,341 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Congress Asset Management first reported a position in VOT in Q4 2018 and has held it in 14 quarters since. The position peaked at $2M in Q1 2020. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Congress Asset Management held 1,341 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $411K as of Q2 2026.
  • Congress Asset Management sold 442 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $127K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Congress Asset Management's portfolio in Q2 2026, its #341 holding.
  • Congress Asset Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2018 and has held it in 14 quarters since.
  • Congress Asset Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2M in Q1 2020.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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