Congress Holdings

Most held

VBR

Vanguard Small-Cap Value ETF

Listed by 15 members on their latest annual reports (19 rows: 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
Vern Buchanan FL-16 Member BMO Harris 5247 ⇒ Vanguard Small-Cap Value ETF (VBR) EF $100,001 - $250,000 May 14, 2026
filing 10078132, p. 5
Diana DeGette CO-1 Spouse Spouse IRA ⇒ Vanguard Small-Cap Value ETF (VBR) EF $100,001 - $250,000 August 5, 2026
filing 10075330, p. 3
Mike Kelly PA-16 Spouse Victoria Kelly Trust ICA ⇒ Vanguard Small-Cap Value ETF (VBR) EF $50,001 - $100,000 August 13, 2026
filing 10075845, p. 8
Christopher R. Deluzio PA-17 Spouse Alexandra Zoe Bunnell Revocable Living Trust ⇒ JPM Brokerage ⇒ Vanguard Small-Cap Value ETF (VBR) EF $15,001 - $50,000 August 5, 2026
filing 10074671, p. 3
Christopher R. Deluzio PA-17 Member Christopher R Deluzio Revocable Living Trust ⇒ JPM Brokerage ⇒ Vanguard Small-Cap Value ETF (VBR) EF $15,001 - $50,000 August 5, 2026
filing 10074671, p. 4
Andrea Salinas OR-6 Spouse Northwest Quadrant Rollover IRA ⇒ Vanguard Small-Cap Value ETF (VBR) EF $15,001 - $50,000 May 7, 2026
filing 10075989, p. 2
Ann Wagner MO-2 Joint Fidelity Trust ⇒ Vanguard Small-Cap Value ETF (VBR) EF $15,001 - $50,000 May 13, 2026
filing 10075727, p. 8
Robert P. Bresnahan, Jr. PA-8 Member KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Vanguard Small-Cap Value ETF (VBR) EF $1,001 - $15,000 August 13, 2026
filing 10075331, p. 35
Mike Carey OH-15 Spouse Merrill Lynch IRA ⇒ Vanguard Small-Cap Value ETF (VBR) EF $1,001 - $15,000 August 18, 2026
filing 10081686, p. 4
Mike Carey OH-15 Spouse Merrill Lynch MA Account ⇒ Vanguard Small-Cap Value ETF (VBR) EF $1,001 - $15,000 August 18, 2026
filing 10081686, p. 5
Diana DeGette CO-1 Member DeGette IRA ⇒ Vanguard Small-Cap Value ETF (VBR) EF $1,001 - $15,000 August 5, 2026
filing 10075330, p. 2
Josh Harder CA-9 Member Betterment Brokerage Account ⇒ Vanguard Small-Cap Value ETF (VBR) EF $1,001 - $15,000 May 13, 2026
filing 10076099, p. 2
Ashley Hinson IA-2 Spouse Roth IRA ⇒ Vanguard Small-Cap Value ETF (VBR) EF $1,001 - $15,000 August 13, 2026
filing 10076278, p. 5
Brian Jack GA-3 Member Merrill Lynch SEP IRA ⇒ Vanguard Small-Cap Value ETF (VBR) EF $1,001 - $15,000 August 13, 2026
filing 10077024, p. 5
David P. Joyce OH-14 Member David P. Joyce Trust ⇒ Vanguard Small-Cap Value ETF - DNQ (VBR) ST $1,001 - $15,000 August 13, 2026
filing 10078592, p. 6
David P. Joyce OH-14 Member David P. Joyce Trust ⇒ Vanguard Small-Cap Value ETF - DNQ (VBR) ST $1,001 - $15,000 August 13, 2026
filing 10078592, p. 6
Robert Menendez NJ-8 Spouse Betterment Brokerage ⇒ Vanguard Small-Cap Value ETF (VBR) EF $1,001 - $15,000 July 13, 2026
filing 10074390, p. 3
Dan Newhouse WA-4 Spouse Edward Jones IRA ⇒ Vanguard Small-Cap Value ETF (VBR) EF $1,001 - $15,000 May 15, 2026
filing 10078107, p. 10
Roger Williams TX-25 Spouse Charles Schwab 8826 ⇒ Vanguard Small-Cap Value ETF (VBR) EF $1,001 - $15,000 August 11, 2026
filing 10076385, p. 4

How the count is made: see Most held.