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Morton Brown Family Wealth’s Vanguard Small-Cap ETF VB Stock Holding History

Morton Brown Family Wealth’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.45M Sell
8,099
-4
-0% -$1.15K 0.56% 19
2026
Q1 		$2.12M Sell
8,103
-63
-0.8% -$17K 0.56% 20
2025
Q4 		$2.11M Sell
8,166
-51
-0.6% -$13.1K 0.57% 21
2025
Q3 		$2.09M Sell
8,217
-25
-0.3% -$6.2K 0.6% 20
2025
Q2 		$1.95M Sell
8,242
-29
-0.4% -$6.47K 0.59% 19
2025
Q1 		$1.83M Sell
8,271
-53
-0.6% -$12.7K 0.62% 20
2024
Q4 		$2M Sell
8,324
-109
-1% -$26.8K 0.7% 20
2024
Q3 		$2M Sell
8,433
-14
-0.2% -$3.18K 0.71% 20
2024
Q2 		$1.93M Sell
8,447
-172
-2% -$37.8K 0.76% 20
2024
Q1 		$1.97M Sell
8,619
-192
-2% -$41.3K 0.81% 18
2023
Q4 		$1.88M Sell
8,811
-178
-2% -$34.3K 0.82% 22
2023
Q3 		$1.7M Sell
8,989
-359
-4% -$71.5K 0.87% 21
2023
Q2 		$1.86M Sell
9,348
-587
-6% -$111K 0.99% 20
2023
Q1 		$1.88M Sell
9,935
-951
-9% -$184K 1.12% 19
2022
Q4 		$2M Sell
10,886
-189
-2% -$35K 1.36% 17
2022
Q3 		$1.89M Sell
11,075
-129
-1% -$24.4K 1.51% 15
2022
Q2 		$1.97M Sell
11,204
-272
-2% -$52.5K 1.53% 14
2022
Q1 		$2.44M Sell
11,476
-27
-0.2% -$5.68K 1.84% 13
2021
Q4 		$2.6M Buy
+11,503
New +$2.61M 1.99% 12

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Morton Brown Family Wealth's VB Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its Vanguard Small-Cap ETF (VB) stake by 0.05% in Q2 2026, selling an estimated $1.15K and leaving 8,099 shares worth $2.45M. The position accounts for 0.56% of the portfolio, ranked #19.

Morton Brown Family Wealth first reported a position in VB in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.6M in Q4 2021. 738 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Morton Brown Family Wealth held 8,099 shares of Vanguard Small-Cap ETF worth $2.45M as of Q2 2026.
  • Morton Brown Family Wealth sold 4 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $1.15K.
  • Vanguard Small-Cap ETF made up 0.56% of Morton Brown Family Wealth's portfolio in Q2 2026, its #19 holding.
  • Morton Brown Family Wealth first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Morton Brown Family Wealth's Vanguard Small-Cap ETF position peaked at $2.6M in Q4 2021.
  • 738 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.