Congress Wealth Management LLC Vanguard Value ETF Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 274,500 shares of VTV stock, worth $51.4 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

274,500

Previous 209,929 30.76%

Holding current value

$51.4 Million

Previous $36.3 Million 33.79%

% of portfolio

0.5%

Previous 0.46%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$153.67 - $176.74 $9.92 Million - $11.4 Million	64,571 Added 30.76%	274,500 $48.5 Million
Q1 2025 May 14, 2025	BUY	$167.73 - $179.21 $16.1 Million - $17.2 Million	96,039 Added 84.33%	209,929 $36.3 Million
Q4 2024 Feb 11, 2025	BUY	$168.32 - $181.87 $159,904 - $172,776	950 Added 0.84%	113,890 $19.3 Million
Q3 2024 Nov 12, 2024	BUY	$159.75 - $174.57 $1.62 Million - $1.77 Million	10,137 Added 9.86%	112,940 $19.7 Million
Q2 2024 Aug 13, 2024	BUY	$154.57 - $163.65 $86,868 - $91,971	562 Added 0.55%	102,803 $16.5 Million

Q1 2024 Apr 18, 2024	SELL	$147.46 - $162.86 $3,539 - $3,908	-24 Reduced 0.02%	102,241 $16.7 Million
Q4 2023 Feb 09, 2024	SELL	$131.82 - $149.95 $33,482 - $38,087	-254 Reduced 0.25%	102,265 $15.3 Million
Q3 2023 Oct 30, 2023	BUY	$137.93 - $147.18 $14.1 Million - $15.1 Million	102,519 New	102,519 $14.1 Million
Q1 2023 Apr 14, 2023	BUY	$132.13 - $144.96 $272,584 - $299,052	2,063 New	2,063 $284,000

Others Institutions Holding VTV

# of Institutions

2,753

Shares Held

586M

Call Options Held

159K

Put Options Held

38.8K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Congress Wealth Management LLC Vanguard Value ETF Transaction History