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Vanguard Large-Cap ETF shares owned by Congress Wealth Management LLC / DE /

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

Historical chart of Congress Wealth Management LLC / DE / investment in Vanguard Large-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Large-Cap 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 Large-Cap ETF by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2024-09-30 $253k 962 263.29
2024-03-31 $12M 48k 239.76
2023-12-31 $11M 48k 218.15
2023-09-30 $9.4M 48k 195.69
2023-03-31 $216k 1.2k 186.81
2022-12-31 $264k 1.5k 174.20
2022-09-30 $253k 1.5k 163.44
2022-06-30 $240k 1.4k 172.29
2022-03-31 $285k 1.4k 208.94
2021-12-31 $201k 911 220.64