Congress Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Congress Wealth Management’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.74M	Sell	27,932 -10,323	-27%	-$2.66M	0.08%	299
2025 Q1	$9.65M	Buy	38,255 +4,619	+14%	+$1.28M	0.12%	204
2024 Q4	$9.42M	Buy	33,636 +562	+2%	+$159K	0.13%	208
2024 Q3	$8.84M	Sell	33,074 -3,639	-10%	-$932K	0.12%	228
2024 Q2	$9.18M	Buy	36,713 +147	+0.4%	+$36.7K	0.15%	185
2024 Q1	$9.53M	Buy	36,566 +74	+0.2%	+$18.2K	0.16%	172
2023 Q4	$8.82M	Buy	36,492 +331	+0.9%	+$71.9K	0.16%	171
2023 Q3	$7.75M	Buy	+36,161	New	+$8.22M	0.16%	170

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Congress Wealth Management's VBK Position: Q2 2025 in Review

Congress Wealth Management reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 27% in Q2 2025, selling an estimated $2.66M and leaving 27,932 shares worth $7.74M. The position accounts for 0.08% of the portfolio, ranked #299.

Congress Wealth Management first reported a position in VBK in Q3 2023 and has held it in 8 quarters since. The position peaked at $9.65M in Q1 2025. 1,099 funds tracked by Wall St. Rank hold VBK as of Q2 2025.

Congress Wealth Management held 27,932 shares of Vanguard Morningstar Small-Cap Growth ETF worth $7.74M as of Q2 2025.
Congress Wealth Management sold 10,323 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2025, an estimated $2.66M.
Vanguard Morningstar Small-Cap Growth ETF made up 0.08% of Congress Wealth Management's portfolio in Q2 2025, its #299 holding.
Congress Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2023 and has held it in 8 quarters since.
Congress Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $9.65M in Q1 2025.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.