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Congress Wealth Management’s VanEck Green Bond ETF GRNB Stock Holding History

Congress Wealth Management’s Portfolio GRNB Stock Details GRNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$332K Buy
13,707
+1,871
+16% +$44.7K ﹤0.01% 1034
2025
Q1 		$285K Buy
11,836
+1,235
+12% +$29.5K ﹤0.01% 949
2024
Q4 		$251K Sell
10,601
-3,053
-22% -$73.4K ﹤0.01% 802
2024
Q3 		$335K Buy
13,654
+1,288
+10% +$31.1K ﹤0.01% 707
2024
Q2 		$292K Sell
12,366
-948
-7% -$22.3K ﹤0.01% 621
2024
Q1 		$316K Sell
13,314
-339
-2% -$8.02K 0.01% 502
2023
Q4 		$325K Buy
13,653
+1,289
+10% +$29.6K 0.01% 517
2023
Q3 		$280K Buy
12,364
+2,336
+23% +$53.8K 0.01% 533
2023
Q2 		$234K Buy
10,028
+239
+2% +$5.59K 0.01% 515
2023
Q1 		$230K Buy
9,789
+894
+10% +$20.8K 0.01% 518
2022
Q4 		$204K Buy
+8,895
New +$202K 0.01% 540

Other funds holding GRNB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return
RF
rebel Financial Groveport, Ohio $231M AUM 12.5% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CYG
Clean Yield Group Norwich, Vermont $355M AUM 19.69% 1-Year Est. Return

Congress Wealth Management's GRNB Position: Q2 2025 in Review

Congress Wealth Management increased its VanEck Green Bond ETF (GRNB) stake by 16% in Q2 2025, buying an estimated $44.7K and bringing the position to 13,707 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Congress Wealth Management first reported a position in GRNB in Q4 2022 and has held it in 11 quarters since. The position peaked at $335K in Q3 2024. 62 funds tracked by Wall St. Rank hold GRNB as of Q2 2025.

  • Congress Wealth Management held 13,707 shares of VanEck Green Bond ETF worth $332K as of Q2 2025.
  • Congress Wealth Management bought 1,871 VanEck Green Bond ETF shares in Q2 2025, an estimated $44.7K.
  • VanEck Green Bond ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1034 holding.
  • Congress Wealth Management first reported a position in VanEck Green Bond ETF in Q4 2022 and has held it in 11 quarters since.
  • Congress Wealth Management's VanEck Green Bond ETF position peaked at $335K in Q3 2024.
  • 62 funds tracked by Wall St. Rank held VanEck Green Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.