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Vanguard Small-Cap Value ETF shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Vanguard Small-Cap Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 60k 191.88
2023-12-31 $11M 61k 179.97
2023-09-30 $9.5M 59k 159.49
2021-12-31 $653k 3.7k 178.71

More positions owned by Congress Wealth Management LLC / DE /

Goldman Sachs (GS)
Select Sector Spdr Tr Technology (XLK)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Global X Fds Us Infr Dev Etf (PAVE)
Select Sector Spdr Tr Communication (XLC)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Energy (XLE)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Betterment
Assetmark
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Mather Group
Pnc Financial Services
Advisor Group Holdings
Rsm Us Wealth Management
HighTower Advisors
Aspiriant
Hanson McClain Advisors
Tiaa Trust, National Association
Commonwealth Equity Services

View all funds holding Vanguard Small-Cap Value ETF