Congress Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
Other funds holding VOE
EWA
Congress Wealth Management's VOE Position: Q2 2025 in Review
Congress Wealth Management increased its Vanguard Mid-Cap Value ETF (VOE) stake by 15% in Q2 2025, buying an estimated $188K and bringing the position to 8,927 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #615.
Congress Wealth Management first reported a position in VOE in Q4 2021 and has held it in 5 quarters since. 1,119 funds tracked by Wall St. Rank hold VOE as of Q2 2025.
- Congress Wealth Management held 8,927 shares of Vanguard Mid-Cap Value ETF worth $1.47M as of Q2 2025.
- Congress Wealth Management bought 1,185 Vanguard Mid-Cap Value ETF shares in Q2 2025, an estimated $188K.
- Vanguard Mid-Cap Value ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #615 holding.
- Congress Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q4 2021 and has held it in 5 quarters since.
- 1,119 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q2 2025.
Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.