CWM
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Congress Wealth Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Congress Wealth Management’s Portfolio VSS Stock Details VSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.68M Buy
19,972
+860
+4% +$106K 0.03% 511
2025
Q1 		$2.21M Sell
19,112
-246
-1% -$28.6K 0.03% 471
2024
Q4 		$2.22M Sell
19,358
-365
-2% -$43.9K 0.03% 396
2024
Q3 		$2.48M Sell
19,723
-3,541
-15% -$427K 0.03% 388
2024
Q2 		$2.73M Sell
23,264
-1,997
-8% -$234K 0.04% 313
2024
Q1 		$2.95M Sell
25,261
-3,218
-11% -$364K 0.05% 280
2023
Q4 		$3.28M Sell
28,479
-3,927
-12% -$422K 0.06% 263
2023
Q3 		$3.44M Sell
32,406
-2,558
-7% -$284K 0.07% 252
2023
Q2 		$3.86M Sell
34,964
-2,814
-7% -$310K 0.09% 218
2023
Q1 		$4.13M Sell
37,778
-3,383
-8% -$368K 0.1% 203
2022
Q4 		$4.23M Buy
41,161
+6,545
+19% +$658K 0.11% 195
2022
Q3 		$3.21M Buy
34,616
+6,772
+24% +$704K 0.09% 222
2022
Q2 		$2.87M Sell
27,844
-503
-2% -$57.1K 0.07% 244
2022
Q1 		$3.51M Sell
28,347
-542
-2% -$68K 0.08% 250
2021
Q4 		$3.87M Buy
+28,889
New +$3.91M 0.08% 251

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MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return