Congress Park Capital LLC VTES — VANGUARD WELLINGTON FD

Ownership history in Congress Park Capital LLC  ·  4 quarters on record

AI Ownership Summary

Congress Park Capital LLC reported VANGUARD WELLINGTON FD (VTES) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.27% in 2026 Q2. The latest visible filing shows VTES at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VTES ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Congress Park Capital LLC's position in VANGUARD WELLINGTON FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

VTES was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VTES stock page Congress Park Capital LLC fund profile Congress Park Capital LLC full holdings
How Congress Park Capital LLC held VTES — position size vs. price
% of Fund (quarterly)    VTES price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 10,000 — 0% 0.26% $986K 2026-10-13 $99.18
2026 Q2 ADDED — — — 10,000 +2,000 +25.0% 0.27% $1.0M 2026-07-14 $100.45
2026 Q1 ADDED — — — 8,000 +3,000 +60.0% 0.25% $809K 2026-04-14 $100.03
2025 Q4 INITIATED — — — 5,000 — — 0.15% $508K 2026-01-14 $100.04

🏢 Other funds also holding VTES

As of 2026 Q3 — sorted by position size

S.A. Mason LLC 3Y 2.92% TruNorth Capital Management, LLC 1.39% GEN Financial Management, INC. 0.97% ECLECTIC ASSOCIATES INC /ADV 3Y 0.82% WealthSpring Partners, LLC 3Y 0.75% Allodium Investment Consultants, LLC 0.6% McNaughton Wealth Management, LLC 3Y 0.58% Roan Capital Partners 0.51% RCS Financial Planning, LLC 3Y 0.36% Lake Hills Wealth Management, LLC 3Y 0.17%

FAQ About Congress Park Capital LLC and VTES

These are the practical questions this page is built to answer before you even open the full history table.

How long has Congress Park Capital LLC reported owning VTES?

Congress Park Capital LLC reported VTES across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported VTES position in Congress Park Capital LLC's portfolio?

The largest reported portfolio weight for VTES was 0.27% in 2026 Q2.

What is the latest reported VTES position on this page?

The most recent filing on this page is 2026 Q3, when Congress Park Capital LLC reported 10,000 shares, equal to 0.26% of portfolio, with an estimated market value of $986K.

What does the chart on this VTES ownership page compare?

The chart compares Congress Park Capital LLC's quarterly VTES portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Congress Park Capital LLC time their VTES position?

Based on 13F filing dates vs. subsequent VTES price moves, Congress Park Capital LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on VTES relative to SPY over the holding period was -16.7%.

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