Congress Wealth Management LLC / DE / »

Vanguard Value ETF shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Value ETF by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2024-12-31 $19M 114k 169.30
2024-09-30 $20M 113k 174.57
2024-03-31 $17M 102k 162.86
2023-12-31 $15M 102k 149.50
2023-09-30 $14M 103k 137.93
2023-03-31 $285k 2.1k 138.16

More positions owned by Congress Wealth Management LLC / DE /

Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Select Sector Spdr Tr Financial (XLF)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Communication (XLC)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Coca-Cola Company (KO)
Spdr Ser Tr Portfolio S&p600 (SPSM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Global X Fds Us Infr Dev Etf (PAVE)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding Vanguard Value ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
UBS Group
Ameriprise Financial
LPL Financial
Raymond James Financial
Wells Fargo & Company
Tiaa Trust, National Association
Captrust Financial Advisors
Betterment
Mill Creek Capital Advisors
Royal Bank of Canada
D.A. Davidson & Co.

View all funds holding Vanguard Value ETF