Vanguard S&p 500 Etf idx shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $108M | 190k | 568.04 |
| 2025-03-31 | $39M | 76k | 514.31 |
| 2024-12-31 | $38M | 70k | 538.83 |
| 2024-09-30 | $34M | 65k | 527.68 |
| 2024-03-31 | $21M | 44k | 480.72 |
| 2023-12-31 | $19M | 44k | 436.81 |
| 2023-09-30 | $18M | 46k | 392.71 |
| 2023-06-30 | $19M | 47k | 407.29 |
| 2023-03-31 | $19M | 50k | 376.08 |
| 2022-12-31 | $2.5M | 7.1k | 351.36 |
| 2022-09-30 | $7.8M | 24k | 328.31 |
| 2022-06-30 | $8.1M | 23k | 346.87 |
| 2022-03-31 | $9.7M | 23k | 415.18 |
| 2021-12-31 | $9.9M | 23k | 436.55 |
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