Congress Wealth Management’s Vanguard Russell 1000 ETF VONE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$258K	Buy	+919	New	+$239K	﹤0.01%	1105

Other funds holding VONE

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

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

Congress Wealth Management opened a new position in Vanguard Russell 1000 ETF (VONE) in Q2 2025: 919 shares worth $258K. The stake represents ﹤0.01% of the portfolio and ranks #1105 among its holdings.

334 funds tracked by Wall St. Rank hold VONE as of Q2 2025.

Congress Wealth Management held 919 shares of Vanguard Russell 1000 ETF worth $258K as of Q2 2025.
Vanguard Russell 1000 ETF was a new Congress Wealth Management position in Q2 2025.
Vanguard Russell 1000 ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1105 holding.
334 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2025.

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