Congress Holdings

Most held

IVOO

Vanguard S&P Mid-Cap 400 ETF

Listed by 1 member on their latest annual reports (1 row: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Lisa C. McClain MI-9 Spouse Charles Schwab Brokerage Account 595 ⇒ Vanguard S&P Mid-Cap 400 ETF (IVOO) EF $100,001 - $250,000 August 13, 2026
filing 10076052, p. 4

Not counted: 1 more member lists it valued “None”, the category for no value at the end of the period: Kathy Castor.

How the count is made: see Most held.