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

Morton Brown Family Wealth’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.9K Hold
38
– – ﹤0.01% 186
2026
Q1 		$11.5K Hold
38
– – ﹤0.01% 186
2025
Q4 		$11.5K Sell
38
-11
-22% -$3.32K ﹤0.01% 187
2025
Q3 		$14.6K Buy
49
+11
+29% +$3.18K ﹤0.01% 158
2025
Q2 		$10.5K Hold
38
– – ﹤0.01% 188
2025
Q1 		$9.57K Hold
38
– – ﹤0.01% 194
2024
Q4 		$10.6K Hold
38
– – ﹤0.01% 171
2024
Q3 		$10.2K Hold
38
– – ﹤0.01% 166
2024
Q2 		$9.8K Hold
38
– – ﹤0.01% 158
2024
Q1 		$9.91K Hold
38
– – ﹤0.01% 153
2023
Q4 		$9.19K Hold
38
– – ﹤0.01% 185
2023
Q3 		$8.14K Hold
38
– – ﹤0.01% 134
2023
Q2 		$8.73K Hold
38
– – ﹤0.01% 125
2023
Q1 		$8.22K Hold
38
– – ﹤0.01% 142
2022
Q4 		$7.62K Hold
38
– – 0.01% 121
2022
Q3 		$7K Hold
38
– – 0.01% 132
2022
Q2 		$7K Buy
+38
New +$8.24K 0.01% 130

Other funds holding VBK

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Morton Brown Family Wealth held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 38 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #186.

Morton Brown Family Wealth first reported a position in VBK in Q2 2022 and has held it in 17 quarters since. The position peaked at $14.6K in Q3 2025. 400 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Morton Brown Family Wealth held 38 shares of Vanguard Small-Cap Growth ETF worth $13.9K as of Q2 2026.
  • Morton Brown Family Wealth left its Vanguard Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap Growth ETF made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #186 holding.
  • Morton Brown Family Wealth first reported a position in Vanguard Small-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • Morton Brown Family Wealth's Vanguard Small-Cap Growth ETF position peaked at $14.6K in Q3 2025.
  • 400 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

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