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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

Other funds holding VIOV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

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

Congress Wealth Management opened a new position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2025: 3,834 shares worth $328K. The stake represents ﹤0.01% of the portfolio and ranks #1037 among its holdings. This is a return to the name: Congress Wealth Management previously reported a position in VIOV as recently as Q4 2023.

Congress Wealth Management first reported a position in VIOV in Q4 2023 and has held it in 2 quarters since. 190 funds tracked by Wall St. Rank hold VIOV as of Q2 2025.

  • Congress Wealth Management held 3,834 shares of Vanguard S&P Small-Cap 600 Value ETF worth $328K as of Q2 2025.
  • Vanguard S&P Small-Cap 600 Value ETF was a new Congress Wealth Management position in Q2 2025.
  • Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1037 holding.
  • Congress Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 2 quarters since.
  • 190 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2025.

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