CWM
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Congress Wealth Management’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Congress Wealth Management’s Portfolio VTWV Stock Details VTWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$7.55M Buy
54,256
+107
+0.2% +$14K 0.07% 305
2025
Q1 		$7.21M Sell
54,149
-1,047
-2% -$149K 0.09% 266
2024
Q4 		$7.98M Sell
55,196
-262
-0.5% -$39.4K 0.11% 228
2024
Q3 		$8.16M Sell
55,458
-710
-1% -$102K 0.11% 235
2024
Q2 		$7.53M Sell
56,168
-13
-0% -$1.75K 0.12% 203
2024
Q1 		$7.86M Buy
56,181
+424
+0.8% +$56.4K 0.14% 188
2023
Q4 		$7.62M Sell
55,757
-60
-0.1% -$7.31K 0.14% 183
2023
Q3 		$6.66M Buy
+55,817
New +$7.04M 0.14% 183

Other funds holding VTWV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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 $376B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.16B AUM 26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $523M AUM 15.95% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return