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

Congress Wealth 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
2025 Q2	$58M	Buy	793,638 +74,622	+10%	+$4.91M	0.56%	31
2025 Q1	$45.3M	Buy	719,016 +542,328	+307%	+$36.6M	0.54%	34
2024 Q4	$12.1M	Buy	176,688 +5,850	+3%	+$393K	0.17%	176
2024 Q3	$10.9M	Buy	170,838 +12,996	+8%	+$806K	0.15%	199
2024 Q2	$9.84M	Sell	157,842 -11,148	-7%	-$650K	0.16%	176
2024 Q1	$9.69M	Sell	168,990 -5,340	-3%	-$294K	0.17%	170
2023 Q4	$9.03M	Buy	174,330 +5,658	+3%	+$273K	0.17%	166
2023 Q3	$7.66M	Buy	+168,672	New	+$7.97M	0.16%	172
2023 Q1	–	Sell	-6,774	Closed	-$241K	–	577
2022 Q4	$241K	Buy	6,774 +1,092	+19%	+$40.2K	0.01%	514
2022 Q3	$203K	Sell	5,682 -1,860	-25%	-$74.8K	0.01%	528
2022 Q2	$280K	Sell	7,542 -4,770	-39%	-$196K	0.01%	487
2022 Q1	$590K	Sell	12,312 -180	-1%	-$8.51K	0.01%	422
2021 Q4	$669K	Buy	+12,492	New	+$651K	0.01%	425

Other funds holding VUG

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Congress Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 10% in Q2 2025, buying an estimated $4.91M and bringing the position to 793,638 shares worth $58M. The position accounts for 0.56% of the portfolio, ranked #31.

Congress Wealth Management first reported a position in VUG in Q4 2021 and has held it in 13 quarters since. 2,499 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

Congress Wealth Management held 793,638 shares of Vanguard Morningstar Growth ETF worth $58M as of Q2 2025.
Congress Wealth Management bought 74,622 Vanguard Morningstar Growth ETF shares in Q2 2025, an estimated $4.91M.
Vanguard Morningstar Growth ETF made up 0.56% of Congress Wealth Management's portfolio in Q2 2025, its #31 holding.
Congress Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2021 and has held it in 13 quarters since.
2,499 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2025.

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