Congress Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
Other funds holding BSV
AF
Congress Wealth Management's BSV Position: Q2 2025 in Review
Congress Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 1,748% in Q2 2025, buying an estimated $67.9M and bringing the position to 918,429 shares worth $72.3M. The position accounts for 0.7% of the portfolio, ranked #20.
Congress Wealth Management first reported a position in BSV in Q4 2021 and has held it in 9 quarters since. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.
- Congress Wealth Management held 918,429 shares of Vanguard Short-Term Bond ETF worth $72.3M as of Q2 2025.
- Congress Wealth Management bought 868,730 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $67.9M.
- Vanguard Short-Term Bond ETF made up 0.7% of Congress Wealth Management's portfolio in Q2 2025, its #20 holding.
- Congress Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 9 quarters since.
- 1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.
Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.