Congress Wealth Management LLC Vanguard Mid Cap Growth Index Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Congress Wealth Management LLC holds 12,276 shares of VOT stock, worth $3.43 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,276
Previous 9,811
25.12%
Holding current value
$3.43 Million
Previous $2.4 Million
45.46%
% of portfolio
0.04%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding VOT
# of Institutions
1,149Shares Held
41.3MCall Options Held
15KPut Options Held
9.2K-
Axiom Advisory, LLC San Diego, CA3.1MShares$868 Million6.91% of portfolio
-
Morgan Stanley New York, NY2.93MShares$819 Million0.05% of portfolio
-
Assetmark, Inc2.16MShares$604 Million1.39% of portfolio
-
Royal Bank Of Canada Toronto, A61.97MShares$552 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC1.93MShares$539 Million0.04% of portfolio