Congress Wealth Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$17.7M	Buy	+156,489	New	+$16.5M	0.17%	143

Other funds holding VLUE

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Congress Wealth Management opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q2 2025: 156,489 shares worth $17.7M. The stake represents 0.17% of the portfolio and ranks #143 among its holdings.

419 funds tracked by Wall St. Rank hold VLUE as of Q2 2025.

Congress Wealth Management held 156,489 shares of iShares MSCI USA Value Factor ETF worth $17.7M as of Q2 2025.
iShares MSCI USA Value Factor ETF was a new Congress Wealth Management position in Q2 2025.
iShares MSCI USA Value Factor ETF made up 0.17% of Congress Wealth Management's portfolio in Q2 2025, its #143 holding.
419 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2025.

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