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Vanguard Scottsdale Fds cmn shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Vanguard Scottsdale Fds cmn (VTWV) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Vanguard Scottsdale Fds cmn

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Scottsdale Fds cmn 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 Scottsdale Fds cmn by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.9M 56k 139.82
2023-12-31 $7.6M 56k 136.58
2023-09-30 $6.7M 56k 119.39

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 Scottsdale Fds cmn

Bank of America Corporation
Crestone Asset Management
Virtue Capital Management
Jpmorgan Chase & Co
Rockefeller Capital Management
Congress Wealth Management LLC / DE /
Savant Capital Management
Taddei, Ludwig & Associates
UBS Group
Goldman Sachs Group
Adviser Investments
Red Cedar Investment Management
Kestra Advisory Services
Wells Fargo & Company
HighTower Advisors

View all funds holding Vanguard Scottsdale Fds cmn