Congress Wealth Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Congress Wealth Management’s Portfolio VIOO Stock Details VIOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$713K	Buy	+7,040	New	+$672K	0.01%	810

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Congress Wealth Management opened a new position in Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2025: 7,040 shares worth $713K. The stake represents 0.01% of the portfolio and ranks #810 among its holdings.

343 funds tracked by Wall St. Rank hold VIOO as of Q2 2025.

Congress Wealth Management held 7,040 shares of Vanguard S&P Small-Cap 600 ETF worth $713K as of Q2 2025.
Vanguard S&P Small-Cap 600 ETF was a new Congress Wealth Management position in Q2 2025.
Vanguard S&P Small-Cap 600 ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #810 holding.
343 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2025.

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