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 Q2	$3.29K	Hold	28	–	–	﹤0.01%	248
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 $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

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

Morton Brown Family Wealth held its Vanguard S&P Small-Cap 600 Value ETF (VIOV) position steady in Q2 2026 at 28 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Morton Brown Family Wealth first reported a position in VIOV in Q4 2023 and has held it in 11 quarters since. 222 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

Morton Brown Family Wealth held 28 shares of Vanguard S&P Small-Cap 600 Value ETF worth $3.29K as of Q2 2026.
Morton Brown Family Wealth left its Vanguard S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #248 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 11 quarters since.
222 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

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