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Congress Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Congress Wealth Management’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.42M Buy
4,970
+79
+2% +$20.8K 0.01% 621
2025
Q1 		$1.26M Buy
4,891
+4,007
+453% +$1.09M 0.02% 576
2024
Q4 		$239K Sell
884
-78
-8% -$21.1K ﹤0.01% 815
2024
Q3 		$253K Sell
962
-47,360
-98% -$12M ﹤0.01% 771
2024
Q2 		$12.1M Buy
48,322
+4
+0% +$961 0.19% 150
2024
Q1 		$11.6M Buy
48,318
+162
+0.3% +$37.1K 0.2% 150
2023
Q4 		$10.5M Buy
48,156
+360
+0.8% +$73.6K 0.19% 153
2023
Q3 		$9.35M Buy
+47,796
New +$9.73M 0.19% 149
2023
Q2 		– Sell
-1,154
Closed -$216K – 580
2023
Q1 		$216K Sell
1,154
-364
-24% -$66.3K 0.01% 530
2022
Q4 		$264K Sell
1,518
-30
-2% -$5.26K 0.01% 501
2022
Q3 		$253K Buy
1,548
+155
+11% +$28.2K 0.01% 492
2022
Q2 		$240K Buy
1,393
+29
+2% +$5.44K 0.01% 509
2022
Q1 		$285K Buy
1,364
+453
+50% +$93K 0.01% 522
2021
Q4 		$201K Buy
+911
New +$195K ﹤0.01% 593

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Congress Wealth Management increased its Vanguard Large-Cap ETF (VV) stake by 1.6% in Q2 2025, buying an estimated $20.8K and bringing the position to 4,970 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #621.

Congress Wealth Management first reported a position in VV in Q4 2021 and has held it in 14 quarters since. The position peaked at $12.1M in Q2 2024. 1,226 funds tracked by Wall St. Rank hold VV as of Q2 2025.

  • Congress Wealth Management held 4,970 shares of Vanguard Large-Cap ETF worth $1.42M as of Q2 2025.
  • Congress Wealth Management bought 79 Vanguard Large-Cap ETF shares in Q2 2025, an estimated $20.8K.
  • Vanguard Large-Cap ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #621 holding.
  • Congress Wealth Management first reported a position in Vanguard Large-Cap ETF in Q4 2021 and has held it in 14 quarters since.
  • Congress Wealth Management's Vanguard Large-Cap ETF position peaked at $12.1M in Q2 2024.
  • 1,226 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2025.

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