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Congress Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Congress Wealth Management’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.36M Buy
10,600
+2,315
+28% +$277K 0.01% 628
2025
Q1 		$961K Sell
8,285
-1,235
-13% -$148K 0.01% 641
2024
Q4 		$1.12M Buy
9,520
+328
+4% +$39.4K 0.02% 499
2024
Q3 		$1.1M Buy
+9,192
New +$1.06M 0.01% 507

Other funds holding VT

CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

Congress Wealth Management increased its Vanguard Total World Stock ETF (VT) stake by 28% in Q2 2025, buying an estimated $277K and bringing the position to 10,600 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #628.

Congress Wealth Management first reported a position in VT in Q3 2024 and has held it in 4 quarters since. 1,032 funds tracked by Wall St. Rank hold VT as of Q2 2025.

  • Congress Wealth Management held 10,600 shares of Vanguard Total World Stock ETF worth $1.36M as of Q2 2025.
  • Congress Wealth Management bought 2,315 Vanguard Total World Stock ETF shares in Q2 2025, an estimated $277K.
  • Vanguard Total World Stock ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #628 holding.
  • Congress Wealth Management first reported a position in Vanguard Total World Stock ETF in Q3 2024 and has held it in 4 quarters since.
  • 1,032 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2025.

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