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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.85K	Hold	28	–	–	﹤0.01%	241
2025 Q4	$2.74K	Hold	28	–	–	﹤0.01%	243
2025 Q3	$2.67K	Hold	28	–	–	﹤0.01%	232
2025 Q2	$2.4K	Hold	28	–	–	﹤0.01%	267
2025 Q1	$2.35K	Hold	28	–	–	﹤0.01%	270
2024 Q4	$2.61K	Hold	28	–	–	﹤0.01%	222
2024 Q3	$2.59K	Hold	28	–	–	﹤0.01%	220
2024 Q2	$2.53K	Hold	28	–	–	﹤0.01%	190
2024 Q1	$2.48K	Hold	28	–	–	﹤0.01%	188
2023 Q4	$2.48K	Buy	+28	New	+$2.2K	﹤0.01%	232

Other funds holding VIOV

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

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

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

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

Morton Brown Family Wealth held its Vanguard S&P Small-Cap 600 Value ETF (VIOV) position steady in Q1 2026 at 28 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Morton Brown Family Wealth first reported a position in VIOV in Q4 2023 and has held it in 10 quarters since. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

Morton Brown Family Wealth held 28 shares of Vanguard S&P Small-Cap 600 Value ETF worth $2.85K as of Q1 2026.
Morton Brown Family Wealth left its Vanguard S&P Small-Cap 600 Value ETF share count unchanged in Q1 2026.
Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q1 2026, its #241 holding.
Morton Brown Family Wealth first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 10 quarters since.
214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

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