Congress Holdings

Most held

VTV

Vanguard Value ETF

Listed by 23 members on their latest annual reports (37 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
Mike Kelly PA-16 Spouse Victoria Kelly Trust ICA ⇒ Vanguard Value ETF (VTV) EF $1,000,001 - $5,000,000 August 13, 2026
filing 10075845, p. 8
Ann Wagner MO-2 Joint Fidelity Trust ⇒ Vanguard Value ETF (VTV) EF $1,000,001 - $5,000,000 May 13, 2026
filing 10075727, p. 8
Gilbert Ray Cisneros, Jr. CA-31 Member 150 Main Street Trust ⇒ Bank of America ⇒ Vanguard Value ETF (VTV) EF $250,001 - $500,000 August 13, 2026
filing 10074952, p. 35
Scott H. Peters CA-50 Spouse Vanguard Value ETF (VTV) EF $250,001 - $500,000 August 12, 2026
filing 10076386, p. 9
Judy Chu CA-28 Member Vanguard- Eng Chu Family Trust ⇒ Vanguard Value ETF (VTV) EF $100,001 - $250,000 May 14, 2026
filing 10078299, p. 5
Neal P. Dunn FL-2 Member NP Dunn Tst Cadence Pldg ⇒ Vanguard Value ETF (VTV) EF $100,001 - $250,000 August 13, 2026
filing 10076120, p. 6
Virginia Foxx NC-5 Member Vanguard Value ETF (VTV) EF $100,001 - $250,000 May 15, 2026
filing 10076776, p. 4
Derek Schmidt KS-2 Member Wealth Alliance ⇒ Roth Ind. Retirement Account ⇒ Vanguard Value ETF (VTV) EF $100,001 - $250,000 August 13, 2026
filing 10076041, p. 9
Diana DeGette CO-1 Spouse Spouse IRA ⇒ Vanguard Value ETF (VTV) EF $50,001 - $100,000 August 5, 2026
filing 10075330, p. 3
Neal P. Dunn FL-2 Member IRA #3 ⇒ Vanguard Value ETF (VTV) EF $50,001 - $100,000 August 13, 2026
filing 10076120, p. 5
Neal P. Dunn FL-2 Member NP Dunn TLF Pledge ⇒ Vanguard Value ETF (VTV) EF $50,001 - $100,000 August 13, 2026
filing 10076120, p. 6
Neal P. Dunn FL-2 Member NP Dunn TLF Pledge ⇒ Vanguard Value ETF (VTV) EF $50,001 - $100,000 August 13, 2026
filing 10076120, p. 6
Ann Wagner MO-2 Member Fidelity IRA ⇒ Vanguard Value ETF (VTV) EF $50,001 - $100,000 May 13, 2026
filing 10075727, p. 3
Julia Brownley CA-26 Member Merrill Lynch ⇒ Vanguard Value ETF (VTV) EF $15,001 - $50,000 August 6, 2026
filing 10075256, p. 4
Josh Harder CA-9 Member Betterment Brokerage Account ⇒ Vanguard Value ETF (VTV) EF $15,001 - $50,000 May 13, 2026
filing 10076099, p. 3
David P. Joyce OH-14 Member David P. Joyce Trust ⇒ Vanguard Value ETF - DNQ (VTV) ST $15,001 - $50,000 August 13, 2026
filing 10078592, p. 6
David P. Joyce OH-14 Member David P. Joyce Trust ⇒ Vanguard Value ETF - DNQ (VTV) ST $15,001 - $50,000 August 13, 2026
filing 10078592, p. 6
Christian D. Menefee TX-18 Member Christian Schwab Contributory IRA ⇒ Vanguard Value ETF (VTV) EF $15,001 - $50,000 May 11, 2026
filing 10075931, p. 2
Christian D. Menefee TX-18 Spouse Spouse - Schwab Contributory IRA ⇒ Vanguard Value ETF (VTV) EF $15,001 - $50,000 May 11, 2026
filing 10075931, p. 4
Joseph D. Morelle NY-25 Joint Vanguard Value ETF (VTV) EF $15,001 - $50,000 August 12, 2026
filing 10078020, p. 2
Derek Schmidt KS-2 Member Wealth Alliance ⇒ IRA ⇒ Vanguard Value ETF (VTV) EF $15,001 - $50,000 August 13, 2026
filing 10076041, p. 7
Derek Schmidt KS-2 Member Wealth Alliance ⇒ Roth IRA - Spouse ⇒ Vanguard Value ETF (VTV) EF $15,001 - $50,000 August 13, 2026
filing 10076041, p. 11
Greg Stanton AZ-4 Spouse Charles Schwab Rollover IRA ⇒ Vanguard Value ETF (VTV) EF $15,001 - $50,000 July 27, 2026
filing 10077484, p. 3
Ann Wagner MO-2 Member Fidelity Inherited IRA ⇒ Vanguard Value ETF (VTV) EF $15,001 - $50,000 May 13, 2026
filing 10075727, p. 2
Ann Wagner MO-2 Spouse Fidelity Roth IRA ⇒ Vanguard Value ETF (VTV) EF $15,001 - $50,000 May 13, 2026
filing 10075727, p. 3
Kathy Castor FL-14 Joint Vanguard Joint Retirement ⇒ Vanguard Value ETF (VTV) EF $1,001 - $15,000 May 24, 2026
filing 10076959, p. 6
Ashley Hinson IA-2 Spouse Roth IRA ⇒ Vanguard Value ETF (VTV) EF $1,001 - $15,000 August 13, 2026
filing 10076278, p. 5
Glenn Ivey MD-4 Member Ameriprise - Inherited IRA ⇒ Vanguard Value ETF (VTV) EF $1,001 - $15,000 August 13, 2026
filing 10081413, p. 2
Brian Jack GA-3 Member Merrill Lynch SEP IRA ⇒ Vanguard Value ETF (VTV) EF $1,001 - $15,000 August 13, 2026
filing 10077024, p. 5
Christian D. Menefee TX-18 Joint Schwab Brokerage Account ⇒ Vanguard Value ETF (VTV) EF $1,001 - $15,000 May 11, 2026
filing 10075931, p. 4
Robert Menendez NJ-8 Spouse Betterment Brokerage ⇒ Vanguard Value ETF (VTV) EF $1,001 - $15,000 July 13, 2026
filing 10074390, p. 3
Dan Newhouse WA-4 Spouse Edward Jones IRA ⇒ Vanguard Value ETF (VTV) EF $1,001 - $15,000 May 15, 2026
filing 10078107, p. 10
Derek Schmidt KS-2 Joint Fidelity - Wealth Alliance ⇒ Vanguard Value ETF (VTV) EF $1,001 - $15,000 August 13, 2026
filing 10076041, p. 3
Derek Schmidt KS-2 Member Wealth Alliance ⇒ Ind. Retirement Account - Spouse ⇒ Vanguard Value ETF (VTV) EF $1,001 - $15,000 August 13, 2026
filing 10076041, p. 6
Derek Schmidt KS-2 Member Wealth Alliance ⇒ Roth IRA ⇒ Vanguard Value ETF (VTV) EF $1,001 - $15,000 August 13, 2026
filing 10076041, p. 10
Marilyn Strickland WA-10 Member Edward Jones Brokerage Account #1 ⇒ Vanguard Value ETF (VTV) EF $1,001 - $15,000 September 9, 2026
filing 10076603, p. 2
Roger Williams TX-25 Spouse Charles Schwab 8826 ⇒ Vanguard Value ETF (VTV) EF $1,001 - $15,000 August 11, 2026
filing 10076385, p. 4

How the count is made: see Most held.