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Congress Wealth Management’s Vanguard Industrials ETF VIS Stock Holding History

Congress Wealth Management’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.14M Buy
11,215
+821
+8% +$212K 0.03% 480
2025
Q1 		$2.61M Buy
+10,394
New +$2.69M 0.03% 440
2024
Q3 		– Sell
-4,290
Closed -$1.01M – 872
2024
Q2 		$1.01M Buy
+4,290
New +$1.02M 0.02% 423

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Congress Wealth Management increased its Vanguard Industrials ETF (VIS) stake by 7.9% in Q2 2025, buying an estimated $212K and bringing the position to 11,215 shares worth $3.14M. The position accounts for 0.03% of the portfolio, ranked #480.

Congress Wealth Management first reported a position in VIS in Q2 2024 and has held it in 3 quarters since. 524 funds tracked by Wall St. Rank hold VIS as of Q2 2025.

  • Congress Wealth Management held 11,215 shares of Vanguard Industrials ETF worth $3.14M as of Q2 2025.
  • Congress Wealth Management bought 821 Vanguard Industrials ETF shares in Q2 2025, an estimated $212K.
  • Vanguard Industrials ETF made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #480 holding.
  • Congress Wealth Management first reported a position in Vanguard Industrials ETF in Q2 2024 and has held it in 3 quarters since.
  • 524 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2025.

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