Vanguard Short-Term Bond ETF shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Vanguard Short-Term Bond ETF (BSV) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Vanguard Short-Term Bond ETF
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Quarterly reported holdings in Vanguard Short-Term Bond ETF by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $72M | 918k | 78.70 |
| 2025-03-31 | $3.9M | 50k | 78.25 |
| 2024-12-31 | $3.1M | 41k | 77.27 |
| 2024-09-30 | $3.2M | 40k | 78.69 |
| 2024-03-31 | $223k | 2.9k | 76.67 |
| 2023-12-31 | $223k | 2.9k | 77.02 |
| 2023-09-30 | $217k | 2.9k | 75.18 |
| 2021-12-31 | $216k | 2.7k | 80.87 |
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