Vanguard Small-Cap ETF shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $45M | 190k | 236.98 |
| 2025-03-31 | $4.8M | 21k | 222.76 |
| 2024-12-31 | $3.2M | 14k | 240.30 |
| 2024-09-30 | $2.9M | 12k | 237.22 |
| 2024-03-31 | $1.6M | 7.2k | 228.61 |
| 2023-12-31 | $1.8M | 8.3k | 213.35 |
| 2023-09-30 | $1.4M | 7.3k | 189.07 |
| 2023-03-31 | $297k | 1.6k | 189.56 |
| 2022-12-31 | $325k | 1.8k | 183.54 |
| 2022-09-30 | $302k | 1.8k | 170.53 |
| 2022-06-30 | $323k | 1.8k | 176.41 |
| 2022-03-31 | $389k | 1.8k | 212.68 |
| 2021-12-31 | $612k | 2.7k | 226.16 |
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