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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
2024-03-31 $9.5M 37k 260.73
2023-12-31 $8.8M 37k 241.78
2023-09-30 $7.7M 36k 214.18

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 Growth ETF

Bank of America Corporation
Assetmark
CI Private Wealth
Pnc Financial Services
Sei Investments
Mather Group
UBS Group
Wells Fargo & Company
Rsm Us Wealth Management
Branch Banking & Trust Company
Tiaa Trust, National Association
Advisor Group Holdings
Cohen Klingenstein
Moneta Group Investment Advisors
Jpmorgan Chase & Co

View all funds holding Vanguard Small-Cap Growth ETF