Congress Wealth Management LLC Vanguard Total Stock Market Et Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Congress Wealth Management LLC holds 1,301,321 shares of VTI stock, worth $429 Million. This represents 4.05% of its overall portfolio holdings.

Number of Shares

1,301,321

Previous 66,876 1845.87%

Holding current value

$429 Million

Previous $18.4 Million 2051.85%

% of portfolio

4.05%

Previous 0.23%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$243.75 - $303.93 $301 Million - $375 Million	1,234,445 Added 1845.87%	1,301,321 $396 Million
Q1 2025 May 14, 2025	BUY	$271.18 - $303.12 $1.58 Million - $1.76 Million	5,814 Added 9.52%	66,876 $18.4 Million
Q4 2024 Feb 11, 2025	BUY	$280.04 - $302.45 $4.81 Million - $5.19 Million	17,163 Added 39.1%	61,062 $17.7 Million
Q3 2024 Nov 12, 2024	BUY	$255.18 - $283.2 $9.33 Million - $10.4 Million	36,572 Added 499.14%	43,899 $12.4 Million
Q2 2024 Aug 13, 2024	SELL	$245.23 - $269.4 $638,578 - $701,517	-2,604 Reduced 26.22%	7,327 $1.96 Million

Q1 2024 Apr 18, 2024	SELL	$232.77 - $260.14 $3.39 Million - $3.79 Million	-14,556 Reduced 59.44%	9,931 $2.58 Million
Q4 2023 Feb 09, 2024	BUY	$203.12 - $238.25 $2.89 Million - $3.39 Million	14,218 Added 138.46%	24,487 $5.81 Million
Q3 2023 Oct 30, 2023	BUY	$211.41 - $228.35 $627,253 - $677,514	2,967 Added 40.63%	10,269 $2.18 Million
Q2 2023 Jul 13, 2023	BUY	$200.75 - $220.28 $61,028 - $66,965	304 Added 4.34%	7,302 $1.61 Million
Q1 2023 Apr 14, 2023	SELL	$189.85 - $210.01 $107,265 - $118,655	-565 Reduced 7.47%	6,998 $1.43 Million
Q4 2022 Feb 02, 2023	SELL	$179.3 - $204.18 $1.14 Million - $1.29 Million	-6,334 Reduced 45.58%	7,563 $1.45 Million
Q3 2022 Nov 08, 2022	BUY	$179.47 - $216.24 $42,175 - $50,816	235 Added 1.72%	13,897 $2.49 Million
Q2 2022 Aug 11, 2022	SELL	$183.02 - $230.52 $310,035 - $390,500	-1,694 Reduced 11.03%	13,662 $2.58 Million
Q1 2022 May 16, 2022	SELL	$209.9 - $242.97 $4.96 Million - $5.75 Million	-23,653 Reduced 60.63%	15,356 $3.5 Million
Q4 2021 Feb 04, 2022	BUY	$221.73 - $242.96 $8.65 Million - $9.48 Million	39,009 New	39,009 $9.42 Million

Others Institutions Holding VTI

# of Institutions

3,636

Shares Held

537M

Call Options Held

1.6M

Put Options Held

733K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Congress Wealth Management LLC Vanguard Total Stock Market Et Transaction History