Congress Asset Management’s Vanguard 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 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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Congress Asset Management reduced its Vanguard Growth ETF (VUG) stake by 2.6% in Q2 2026, selling an estimated $59.1K and leaving 26,436 shares worth $2.28M. The position accounts for 0.01% of the portfolio, ranked #283.

Congress Asset Management first reported a position in VUG in Q4 2018 and has held it in 21 quarters since. The position peaked at $2.79M in Q4 2025. 1,061 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Congress Asset Management held 26,436 shares of Vanguard Growth ETF worth $2.28M as of Q2 2026.
Congress Asset Management sold 702 Vanguard Growth ETF shares in Q2 2026, an estimated $59.1K.
Vanguard Growth ETF made up 0.01% of Congress Asset Management's portfolio in Q2 2026, its #283 holding.
Congress Asset Management first reported a position in Vanguard Growth ETF in Q4 2018 and has held it in 21 quarters since.
Congress Asset Management's Vanguard Growth ETF position peaked at $2.79M in Q4 2025.
1,061 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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