Congress Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.48M	Buy	106,976 +49,916	+87%	+$3.28M	0.07%	308
2025 Q1	$3.7M	Buy	57,060 +30,752	+117%	+$2.06M	0.04%	373
2024 Q4	$1.74M	Buy	26,308 +2,688	+11%	+$182K	0.02%	434
2024 Q3	$1.56M	Buy	23,620 +18,500	+361%	+$1.16M	0.02%	457
2024 Q2	$310K	Buy	5,120 +588	+13%	+$35.7K	﹤0.01%	610
2024 Q1	$283K	Sell	4,532 -1,796	-28%	-$106K	﹤0.01%	516
2023 Q4	$368K	Sell	6,328 -280	-4%	-$15K	0.01%	503
2023 Q3	$344K	Buy	+6,608	New	+$362K	0.01%	505
2023 Q2	–	Sell	-7,236	Closed	-$382K	–	578
2023 Q1	$382K	Buy	7,236 +88	+1%	+$4.68K	0.01%	450
2022 Q4	$364K	Hold	7,148	–	–	0.01%	454
2022 Q3	$336K	Hold	7,148	–	–	0.01%	454
2022 Q2	$352K	Hold	7,148	–	–	0.01%	450
2022 Q1	$425K	Buy	7,148 +1,200	+20%	+$70.4K	0.01%	461
2021 Q4	$379K	Buy	+5,948	New	+$373K	0.01%	496

Other funds holding VO

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Congress Wealth Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 87% in Q2 2025, buying an estimated $3.28M and bringing the position to 106,976 shares worth $7.48M. The position accounts for 0.07% of the portfolio, ranked #308.

Congress Wealth Management first reported a position in VO in Q4 2021 and has held it in 14 quarters since. 2,172 funds tracked by Wall St. Rank hold VO as of Q2 2025.

Congress Wealth Management held 106,976 shares of Vanguard Morningstar Mid-Cap ETF worth $7.48M as of Q2 2025.
Congress Wealth Management bought 49,916 Vanguard Morningstar Mid-Cap ETF shares in Q2 2025, an estimated $3.28M.
Vanguard Morningstar Mid-Cap ETF made up 0.07% of Congress Wealth Management's portfolio in Q2 2025, its #308 holding.
Congress Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2021 and has held it in 14 quarters since.
2,172 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2025.

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