Congress Asset Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Congress Asset Management’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-8,992	Closed	-$2.17M	–	382
2021 Q4	$2.17M	Buy	+8,992	New	+$2.12M	0.02%	271
2021 Q1	–	Sell	-4,127	Closed	-$803K	–	366
2020 Q4	$803K	Buy	+4,127	New	+$754K	0.01%	290

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

Congress Asset Management's VTI Position: Q1 2022 in Review

Congress Asset Management sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2022, closing a stake of 8,992 shares — an estimated $2.17M sold.

Congress Asset Management first reported a position in VTI in Q4 2020 and held it in 2 quarters. The position peaked at $2.17M in Q4 2021. 2,225 funds tracked by Wall St. Rank hold VTI as of Q1 2022.

Congress Asset Management reported no remaining Vanguard Total Stock Market ETF position as of Q1 2022 after selling out during the quarter.
Congress Asset Management sold 8,992 Vanguard Total Stock Market ETF shares in Q1 2022, an estimated $2.17M.
Congress Asset Management first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and held it in 2 quarters.
Congress Asset Management's Vanguard Total Stock Market ETF position peaked at $2.17M in Q4 2021.
2,225 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2022.

Based on Congress Asset Management's 13F filing for Q1 2022, filed 20 Apr 2022.