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

Congress Wealth Management’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$14.2M	Sell	72,688 -21,446	-23%	-$3.97M	0.14%	178
2025 Q1	$17.5M	Buy	94,134 +28,808	+44%	+$5.69M	0.21%	122
2024 Q4	$12.9M	Buy	65,326 +1,663	+3%	+$341K	0.18%	167
2024 Q3	$12.8M	Sell	63,663 -5,353	-8%	-$1.03M	0.17%	178
2024 Q2	$12.6M	Buy	69,016 +8,889	+15%	+$1.64M	0.2%	145
2024 Q1	$11.5M	Sell	60,127 -507	-0.8%	-$91.5K	0.2%	151
2023 Q4	$10.9M	Buy	60,634 +1,306	+2%	+$213K	0.2%	145
2023 Q3	$9.46M	Buy	+59,328	New	+$9.92M	0.2%	147
2022 Q1	–	Sell	-3,654	Closed	-$653K	–	644
2021 Q4	$653K	Buy	+3,654	New	+$650K	0.01%	432

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Congress Wealth Management reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 23% in Q2 2025, selling an estimated $3.97M and leaving 72,688 shares worth $14.2M. The position accounts for 0.14% of the portfolio, ranked #178.

Congress Wealth Management first reported a position in VBR in Q4 2021 and has held it in 9 quarters since. The position peaked at $17.5M in Q1 2025. 1,562 funds tracked by Wall St. Rank hold VBR as of Q2 2025.

Congress Wealth Management held 72,688 shares of Vanguard Morningstar Small-Cap Value ETF worth $14.2M as of Q2 2025.
Congress Wealth Management sold 21,446 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2025, an estimated $3.97M.
Vanguard Morningstar Small-Cap Value ETF made up 0.14% of Congress Wealth Management's portfolio in Q2 2025, its #178 holding.
Congress Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 9 quarters since.
Congress Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $17.5M in Q1 2025.
1,562 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2025.

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