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
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All positions including Vanguard Value 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 Value ETF by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $49M | 275k | 176.74 |
| 2025-03-31 | $36M | 210k | 173.18 |
| 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 /
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