Congress Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.32M	Sell	25,728 -708	-3%	-$62K	0.02%	294
2026 Q2	$2.28M	Sell	26,436 -702	-3%	-$59.1K	0.01%	283
2026 Q1	$1.98M	Sell	27,138 -7,224	-21%	-$562K	0.01%	303
2025 Q4	$2.79M	Buy	34,362 +8,040	+31%	+$652K	0.02%	264
2025 Q3	$2.1M	Sell	26,322 -18	-0.1%	-$1.38K	0.01%	279
2025 Q2	$1.92M	Buy	26,340 +11,514	+78%	+$758K	0.01%	287
2025 Q1	$916K	Sell	14,826 -564	-4%	-$38K	0.01%	309
2024 Q4	$1.05M	Buy	15,390 +4,428	+40%	+$297K	0.01%	312
2024 Q3	$701K	Buy	10,962 +84	+0.8%	+$5.21K	﹤0.01%	312
2024 Q2	$678K	Buy	10,878 +1,086	+11%	+$63.3K	﹤0.01%	314
2024 Q1	$562K	Sell	9,792 -264	-3%	-$14.5K	﹤0.01%	319
2023 Q4	$521K	Buy	10,056 +234	+2%	+$11.3K	﹤0.01%	340
2023 Q3	$446K	Buy	9,822 +30	+0.3%	+$1.42K	﹤0.01%	342
2023 Q2	$462K	Sell	9,792 -114	-1%	-$4.94K	﹤0.01%	333
2023 Q1	$412K	Sell	9,906 -14,766	-60%	-$574K	﹤0.01%	338
2022 Q4	$876K	Buy	24,672 +13,512	+121%	+$497K	0.01%	312
2022 Q3	$398K	Buy	+11,160	New	+$449K	﹤0.01%	336
2022 Q2	–	Sell	-4,902	Closed	-$235K	–	379
2022 Q1	$235K	Buy	+4,902	New	+$232K	﹤0.01%	356
2021 Q4	–	Sell	-5,190	Closed	-$251K	–	375
2021 Q3	$251K	Hold	5,190	–	–	﹤0.01%	345
2021 Q2	$248K	Buy	+5,190	New	+$236K	﹤0.01%	350
2020 Q2	–	Sell	-12,474	Closed	-$326K	–	339
2020 Q1	$326K	Buy	+12,474	New	+$374K	0.01%	298
2019 Q1	–	Sell	-20,568	Closed	-$460K	–	374
2018 Q4	$460K	Buy	+20,568	New	+$498K	0.01%	331

Other funds holding VUG

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

EFG

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

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

FFA

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

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

Congress Asset Management reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.7% in Q3 2026, selling an estimated $62K and leaving 25,728 shares worth $2.32M. The position accounts for 0.02% of the portfolio, ranked #294.

Congress Asset Management first reported a position in VUG in Q4 2018 and has held it in 22 quarters since. The position peaked at $2.79M in Q4 2025. 176 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

Congress Asset Management held 25,728 shares of Vanguard Morningstar Growth ETF worth $2.32M as of Q3 2026.
Congress Asset Management sold 708 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $62K.
Vanguard Morningstar Growth ETF made up 0.02% of Congress Asset Management's portfolio in Q3 2026, its #294 holding.
Congress Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 22 quarters since.
Congress Asset Management's Vanguard Morningstar Growth ETF position peaked at $2.79M in Q4 2025.
176 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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