Congress Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
Other funds holding VOT
EWA
TI
Congress Wealth Management's VOT Position: Q2 2025 in Review
Congress Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 25% in Q2 2025, buying an estimated $636K and bringing the position to 12,276 shares worth $3.49M. The position accounts for 0.03% of the portfolio, ranked #454.
Congress Wealth Management first reported a position in VOT in Q4 2021 and has held it in 3 quarters since. 1,014 funds tracked by Wall St. Rank hold VOT as of Q2 2025.
- Congress Wealth Management held 12,276 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.49M as of Q2 2025.
- Congress Wealth Management bought 2,465 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2025, an estimated $636K.
- Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #454 holding.
- Congress Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 3 quarters since.
- 1,014 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2025.
Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.