CWM
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Congress Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Congress Wealth Management’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$396M Buy
1,301,321
+1,234,445
+1,846% +$347M 3.83% 1
2025
Q1 		$18.4M Buy
66,876
+5,814
+10% +$1.69M 0.22% 119
2024
Q4 		$17.7M Buy
61,062
+17,163
+39% +$5.01M 0.24% 119
2024
Q3 		$12.4M Buy
43,899
+36,572
+499% +$9.98M 0.17% 181
2024
Q2 		$1.96M Sell
7,327
-2,604
-26% -$674K 0.03% 361
2024
Q1 		$2.58M Sell
9,931
-14,556
-59% -$3.6M 0.04% 287
2023
Q4 		$5.81M Buy
24,487
+14,218
+138% +$3.14M 0.11% 209
2023
Q3 		$2.18M Buy
10,269
+2,967
+41% +$657K 0.05% 292
2023
Q2 		$1.61M Buy
7,302
+304
+4% +$63.4K 0.04% 292
2023
Q1 		$1.43M Sell
6,998
-565
-7% -$113K 0.03% 309
2022
Q4 		$1.45M Sell
7,563
-6,334
-46% -$1.22M 0.04% 299
2022
Q3 		$2.49M Buy
13,897
+235
+2% +$46.8K 0.07% 252
2022
Q2 		$2.58M Sell
13,662
-1,694
-11% -$348K 0.07% 256
2022
Q1 		$3.5M Sell
15,356
-23,653
-61% -$5.32M 0.08% 251
2021
Q4 		$9.42M Buy
+39,009
New +$9.21M 0.19% 159

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

Congress Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 1,846% in Q2 2025, buying an estimated $347M and bringing the position to 1,301,321 shares worth $396M. The position accounts for 3.83% of the portfolio, ranked #1.

Congress Wealth Management first reported a position in VTI in Q4 2021 and has held it in 15 quarters since. 3,219 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

  • Congress Wealth Management held 1,301,321 shares of Vanguard Total Stock Market ETF worth $396M as of Q2 2025.
  • Congress Wealth Management bought 1,234,445 Vanguard Total Stock Market ETF shares in Q2 2025, an estimated $347M.
  • Vanguard Total Stock Market ETF made up 3.83% of Congress Wealth Management's portfolio in Q2 2025, its #1 holding.
  • Congress Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 15 quarters since.
  • 3,219 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2025.

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