Congress Holdings

Most held

VTMSX

Vanguard Tax Managed Small Cap Fund Admiral Cl

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
Jay Obernolte CA-23 Member Vanguard brokerage account โ‡’ Vanguard Tax Managed Small Cap Fund Admiral Cl (VTMSX) MF $5,000,001 - $25,000,000 August 9, 2026
filing 10075438, p. 2

How the count is made: see Most held.