Congress Wealth Management LLC Vanguard Small Cap ETF Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 190,237 shares of VB stock, worth $47.5 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

190,237

Previous 21,364 790.46%

Holding current value

$47.5 Million

Previous $4.74 Million 851.7%

% of portfolio

0.46%

Previous 0.06%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$193.73 - $237.37 $32.7 Million - $40.1 Million	168,873 Added 790.46%	190,237 $45.1 Million
Q1 2025 May 14, 2025	BUY	$217.89 - $252.64 $1.71 Million - $1.98 Million	7,847 Added 58.05%	21,364 $4.74 Million
Q4 2024 Feb 11, 2025	BUY	$233.76 - $261.58 $327,731 - $366,735	1,402 Added 11.57%	13,517 $3.25 Million
Q3 2024 Nov 12, 2024	BUY	$214.77 - $237.72 $1.03 Million - $1.14 Million	4,811 Added 65.87%	12,115 $2.87 Million
Q2 2024 Aug 13, 2024	BUY	$210.76 - $226.94 $24,026 - $25,871	114 Added 1.59%	7,304 $1.59 Million

Q1 2024 Apr 18, 2024	SELL	$204.0 - $228.59 $222,768 - $249,620	-1,092 Reduced 13.19%	7,190 $1.64 Million
Q4 2023 Feb 09, 2024	BUY	$175.26 - $215.9 $172,455 - $212,445	984 Added 13.48%	8,282 $1.77 Million
Q3 2023 Oct 30, 2023	BUY	$186.24 - $208.75 $1.36 Million - $1.52 Million	7,298 New	7,298 $1.38 Million
Q1 2023 Apr 14, 2023	SELL	$179.51 - $208.76 $36,620 - $42,587	-204 Reduced 11.52%	1,567 $297,000
Q3 2022 Nov 08, 2022	SELL	$170.45 - $206.62 $10,227 - $12,397	-60 Reduced 3.28%	1,771 $302,000
Q2 2022 Aug 11, 2022	BUY	$170.7 - $214.67 $341 - $429	2 Added 0.11%	1,831 $323,000
Q1 2022 May 16, 2022	SELL	$198.73 - $227.97 $174,286 - $199,929	-877 Reduced 32.41%	1,829 $389,000
Q4 2021 Feb 04, 2022	BUY	$215.13 - $239.37 $582,141 - $647,735	2,706 New	2,706 $612,000

Others Institutions Holding VB

# of Institutions

2,484

Shares Held

164M

Call Options Held

68.3K

Put Options Held

26.1K

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About VANGUARD SMALL-CAP ETF

Ticker VB
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Congress Wealth Management LLC Vanguard Small Cap ETF Transaction History