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Congress Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Congress Wealth Management’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$45.1M Buy
190,237
+168,873
+790% +$37.7M 0.44% 44
2025
Q1 		$4.76M Buy
21,364
+7,847
+58% +$1.87M 0.06% 337
2024
Q4 		$3.25M Buy
13,517
+1,402
+12% +$345K 0.04% 342
2024
Q3 		$2.87M Buy
12,115
+4,811
+66% +$1.09M 0.04% 375
2024
Q2 		$1.59M Buy
7,304
+114
+2% +$25K 0.03% 379
2024
Q1 		$1.64M Sell
7,190
-1,092
-13% -$235K 0.03% 332
2023
Q4 		$1.77M Buy
8,282
+984
+13% +$190K 0.03% 328
2023
Q3 		$1.38M Buy
+7,298
New +$1.45M 0.03% 339
2023
Q2 		– Sell
-1,567
Closed -$297K – 576
2023
Q1 		$297K Sell
1,567
-204
-12% -$39.6K 0.01% 485
2022
Q4 		$325K Hold
1,771
– – 0.01% 463
2022
Q3 		$302K Sell
1,771
-60
-3% -$11.3K 0.01% 471
2022
Q2 		$323K Buy
1,831
+2
+0.1% +$386 0.01% 461
2022
Q1 		$389K Sell
1,829
-877
-32% -$185K 0.01% 474
2021
Q4 		$612K Buy
+2,706
New +$615K 0.01% 441

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Congress Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 790% in Q2 2025, buying an estimated $37.7M and bringing the position to 190,237 shares worth $45.1M. The position accounts for 0.44% of the portfolio, ranked #44.

Congress Wealth Management first reported a position in VB in Q4 2021 and has held it in 14 quarters since. 2,168 funds tracked by Wall St. Rank hold VB as of Q2 2025.

  • Congress Wealth Management held 190,237 shares of Vanguard Morningstar Small-Cap ETF worth $45.1M as of Q2 2025.
  • Congress Wealth Management bought 168,873 Vanguard Morningstar Small-Cap ETF shares in Q2 2025, an estimated $37.7M.
  • Vanguard Morningstar Small-Cap ETF made up 0.44% of Congress Wealth Management's portfolio in Q2 2025, its #44 holding.
  • Congress Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 14 quarters since.
  • 2,168 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2025.

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