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

Morton Brown Family Wealth’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Morton Brown Family Wealth opened a new position in Vanguard S&P 500 ETF (VOO) in Q1 2026: 106 shares worth $63.3K. The stake represents 0.02% of the portfolio and ranks #107 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in VOO as recently as Q3 2025.

Morton Brown Family Wealth first reported a position in VOO in Q4 2024 and has held it in 5 quarters since. The position peaked at $68.2K in Q2 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Morton Brown Family Wealth held 106 shares of Vanguard S&P 500 ETF worth $63.3K as of Q1 2026.
  • Vanguard S&P 500 ETF was a new Morton Brown Family Wealth position in Q1 2026.
  • Vanguard S&P 500 ETF made up 0.02% of Morton Brown Family Wealth's portfolio in Q1 2026, its #107 holding.
  • Morton Brown Family Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 5 quarters since.
  • Morton Brown Family Wealth's Vanguard S&P 500 ETF position peaked at $68.2K in Q2 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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