Congress Wealth Management LLC Vanguard Small Cap Growth 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 Growth ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 27,932 shares of VBK stock, worth $8.56 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
27,932
Previous 38,255 26.98%
Holding current value
$8.56 Million
Previous $9.63 Million 19.69%
% of portfolio
0.08%
Previous 0.12%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$219.76 - $276.94 $2.27 Million - $2.86 Million
-10,323 Reduced 26.98%
27,932 $7.74 Million
Q1 2025

May 14, 2025
BUY
$247.97 - $296.33 $1.15 Million - $1.37 Million
4,619 Added 13.73%
38,255 $9.63 Million
Q4 2024

Feb 11, 2025
BUY
$264.18 - $304.19 $148,469 - $170,954
562 Added 1.7%
33,636 $9.42 Million
Q3 2024

Nov 12, 2024
SELL
$240.48 - $267.94 $875,106 - $975,033
-3,639 Reduced 9.91%
33,074 $8.84 Million
Q2 2024

Aug 13, 2024
BUY
$237.63 - $258.31 $34,931 - $37,971
147 Added 0.4%
36,713 $9.18 Million
Q1 2024

Apr 18, 2024
BUY
$231.0 - $260.72 $17,094 - $19,293
74 Added 0.2%
36,566 $9.53 Million
Q4 2023

Feb 09, 2024
BUY
$196.36 - $245.46 $64,995 - $81,247
331 Added 0.92%
36,492 $8.82 Million
Q3 2023

Oct 30, 2023
BUY
$210.59 - $239.48 $7.62 Million - $8.66 Million
36,161 New
36,161 $7.74 Million

Others Institutions Holding VBK

# of Institutions
1,249
Shares Held
44.7M
Call Options Held
63.2K
Put Options Held
44.5K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
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