Morton Brown Family Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$518K Buy
754
+648
+611% +$432K 0.12% 35
2026
Q1
$63.3K Buy
+106
New +$66.3K 0.02% 107
2025
Q4
– Sell
-39
Closed -$23.9K – 309
2025
Q3
$23.9K Sell
39
-81
-68% -$47.7K 0.01% 134
2025
Q2
$68.2K Hold
120
– – 0.02% 93
2025
Q1
$61.7K Buy
120
+81
+208% +$43.8K 0.02% 93
2024
Q4
$21K Buy
+39
New +$21.1K 0.01% 136

Other funds holding VOO

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

Morton Brown Family Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 611% in Q2 2026, buying an estimated $432K and bringing the position to 754 shares worth $518K. The position accounts for 0.12% of the portfolio, ranked #35.

Morton Brown Family Wealth first reported a position in VOO in Q4 2024 and has held it in 6 quarters since. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Morton Brown Family Wealth held 754 shares of Vanguard S&P 500 ETF worth $518K as of Q2 2026.
  • Morton Brown Family Wealth bought 648 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $432K.
  • Vanguard S&P 500 ETF made up 0.12% of Morton Brown Family Wealth's portfolio in Q2 2026, its #35 holding.
  • Morton Brown Family Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • 4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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