Morton Brown Family Wealth’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Morton Brown Family Wealth’s Portfolio VIOG Stock Details VIOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$143K	Hold	1,151	–	–	0.04%	80
2025 Q4	$140K	Hold	1,151	–	–	0.04%	77
2025 Q3	$140K	Hold	1,151	–	–	0.04%	71
2025 Q2	$132K	Buy	1,151 +111	+11%	+$11.9K	0.04%	76
2025 Q1	$111K	Hold	1,040	–	–	0.04%	78
2024 Q4	$121K	Hold	1,040	–	–	0.04%	76
2024 Q3	$125K	Hold	1,040	–	–	0.04%	68
2024 Q2	$122K	Hold	1,040	–	–	0.05%	69
2024 Q1	$117K	Hold	1,040	–	–	0.05%	65
2023 Q4	$112K	Hold	1,040	–	–	0.05%	69
2023 Q3	$98.1K	Buy	+1,040	New	+$103K	0.05%	59

Other funds holding VIOG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWAU

Alliance Wealth Advisors (Utah) Centerville, Utah $462M AUM 15.48% 1-Year Est. Return

DWA

Dougherty Wealth Advisers Wayzata, Minnesota $158M AUM 18.41% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LWP

LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return

Morton Brown Family Wealth's VIOG Position: Q1 2026 in Review

Morton Brown Family Wealth held its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) position steady in Q1 2026 at 1,151 shares worth $143K. The position accounts for 0.04% of the portfolio, ranked #80.

Morton Brown Family Wealth first reported a position in VIOG in Q3 2023 and has held it in 11 quarters since. 178 funds tracked by Wall St. Rank hold VIOG as of Q1 2026.

Morton Brown Family Wealth held 1,151 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $143K as of Q1 2026.
Morton Brown Family Wealth left its Vanguard S&P Small-Cap 600 Growth ETF share count unchanged in Q1 2026.
Vanguard S&P Small-Cap 600 Growth ETF made up 0.04% of Morton Brown Family Wealth's portfolio in Q1 2026, its #80 holding.
Morton Brown Family Wealth first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q3 2023 and has held it in 11 quarters since.
178 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Morton Brown Family Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.