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Congress Wealth Management LLC / DE / »

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

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

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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Growth 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 Growth ETF by Congress Wealth Management LLC / DE /

Quarter filed	Position value	Share count	Share price at filing
2025-06-30	$7.7M	28k	276.96
2025-03-31	$9.7M	38k	252.37
2024-12-31	$9.4M	34k	280.07
2024-09-30	$8.8M	33k	267.38
2024-03-31	$9.5M	37k	260.73
2023-12-31	$8.8M	37k	241.78
2023-09-30	$7.7M	36k	214.18

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