Congress Wealth Management LLC Vanguard Small Cap Value 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 Value ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 72,688 shares of VBR stock, worth $14.9 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
72,688
Previous 94,134 22.78%
Holding current value
$14.9 Million
Previous $17.5 Million 19.17%
% of portfolio
0.15%
Previous 0.22%

Shares

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

Aug 13, 2025
SELL
$162.76 - $195.77 $3.49 Million - $4.2 Million
-21,446 Reduced 22.78%
72,688 $14.2 Million
Q1 2025

May 14, 2025
BUY
$183.02 - $207.75 $5.27 Million - $5.98 Million
28,808 Added 44.1%
94,134 $17.5 Million
Q4 2024

Feb 11, 2025
BUY
$197.36 - $217.3 $328,209 - $361,369
1,663 Added 2.61%
65,326 $12.9 Million
Q3 2024

Nov 12, 2024
SELL
$179.99 - $201.6 $963,486 - $1.08 Million
-5,353 Reduced 7.76%
63,663 $12.8 Million
Q2 2024

Aug 13, 2024
BUY
$177.65 - $191.11 $1.58 Million - $1.7 Million
8,889 Added 14.78%
69,016 $12.6 Million
Q1 2024

Apr 18, 2024
SELL
$172.45 - $191.88 $87,432 - $97,283
-507 Reduced 0.84%
60,127 $11.5 Million
Q4 2023

Feb 09, 2024
BUY
$149.18 - $181.94 $194,829 - $237,613
1,306 Added 2.2%
60,634 $10.9 Million
Q3 2023

Oct 30, 2023
BUY
$157.33 - $174.39 $9.33 Million - $10.3 Million
59,328 New
59,328 $9.46 Million
Q1 2022

May 16, 2022
SELL
$165.62 - $182.58 $605,175 - $667,147
-3,654 Closed
0 $0
Q4 2021

Feb 04, 2022
BUY
$168.72 - $185.72 $616,502 - $678,620
3,654 New
3,654 $653,000

Others Institutions Holding VBR

# of Institutions
1,795
Shares Held
91.3M
Call Options Held
70.1K
Put Options Held
8.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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