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 Q2	$177K	Hold	1,151	–	–	0.04%	77
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWAU

Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return

DWA

Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SLT

St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return

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

Morton Brown Family Wealth held its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) position steady in Q2 2026 at 1,151 shares worth $177K. The position accounts for 0.04% of the portfolio, ranked #77.

Morton Brown Family Wealth first reported a position in VIOG in Q3 2023 and has held it in 12 quarters since. 198 funds tracked by Wall St. Rank hold VIOG as of Q2 2026.

Morton Brown Family Wealth held 1,151 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $177K as of Q2 2026.
Morton Brown Family Wealth left its Vanguard S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
Vanguard S&P Small-Cap 600 Growth ETF made up 0.04% of Morton Brown Family Wealth's portfolio in Q2 2026, its #77 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 12 quarters since.
198 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2026.

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