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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$328K	Buy	+3,834	New	+$312K	﹤0.01%	1037
2024 Q1	–	Sell	-2,288	Closed	-$202K	–	643
2023 Q4	$202K	Buy	+2,288	New	+$180K	﹤0.01%	594

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N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return