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
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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 |
|---|---|---|---|
| 2025-06-30 | $14M | 73k | 195.02 |
| 2025-03-31 | $18M | 94k | 186.40 |
| 2024-12-31 | $13M | 65k | 198.19 |
| 2024-09-30 | $13M | 64k | 200.78 |
| 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 /
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