Congress Holdings

Most held

VSLU

Applied Finance Valuation Large Cap ETF

Listed by 1 member on their latest annual reports (3 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
Robert P. Bresnahan, Jr. PA-8 Member LPL Account III ⇒ Applied Finance Valuation Large Cap ETF (VSLU) EF $50,001 - $100,000 August 13, 2026
filing 10075331, p. 39
Robert P. Bresnahan, Jr. PA-8 Member LPL Account II ⇒ Applied Finance Valuation Large Cap ETF (VSLU) EF $15,001 - $50,000 August 13, 2026
filing 10075331, p. 38
Robert P. Bresnahan, Jr. PA-8 Member Roth IRA ⇒ Applied Finance Valuation Large Cap ETF (VSLU) EF $15,001 - $50,000 August 13, 2026
filing 10075331, p. 41

How the count is made: see Most held.