Congress Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$108M	Buy	190,320 +114,124	+150%	+$60M	1.05%	11
2025 Q1	$39.2M	Buy	76,196 +6,422	+9%	+$3.47M	0.47%	49
2024 Q4	$37.6M	Buy	69,774 +4,495	+7%	+$2.43M	0.52%	40
2024 Q3	$34.4M	Buy	65,279 +23,298	+55%	+$11.8M	0.46%	50
2024 Q2	$21M	Sell	41,981 -2,005	-5%	-$965K	0.33%	71
2024 Q1	$21.1M	Buy	43,986 +35	+0.1%	+$16K	0.37%	64
2023 Q4	$19.2M	Sell	43,951 -2,339	-5%	-$958K	0.35%	65
2023 Q3	$18.2M	Sell	46,290 -934	-2%	-$382K	0.38%	57
2023 Q2	$19.2M	Sell	47,224 -2,364	-5%	-$912K	0.45%	47
2023 Q1	$18.6M	Buy	49,588 +42,470	+597%	+$15.6M	0.45%	46
2022 Q4	$2.5M	Sell	7,118 -16,497	-70%	-$5.83M	0.06%	240
2022 Q3	$7.75M	Buy	23,615 +278	+1%	+$102K	0.21%	144
2022 Q2	$8.1M	Sell	23,337 -82	-0.4%	-$30.9K	0.21%	149
2022 Q1	$9.72M	Buy	23,419 +668	+3%	+$273K	0.21%	142
2021 Q4	$9.93M	Buy	+22,751	New	+$9.6M	0.2%	150

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Congress Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 150% in Q2 2025, buying an estimated $60M and bringing the position to 190,320 shares worth $108M. The position accounts for 1.05% of the portfolio, ranked #11.

Congress Wealth Management first reported a position in VOO in Q4 2021 and has held it in 15 quarters since. 3,389 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

Congress Wealth Management held 190,320 shares of Vanguard S&P 500 ETF worth $108M as of Q2 2025.
Congress Wealth Management bought 114,124 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $60M.
Vanguard S&P 500 ETF made up 1.05% of Congress Wealth Management's portfolio in Q2 2025, its #11 holding.
Congress Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 15 quarters since.
3,389 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

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