Morton Brown Family Wealth, LLC
Position in IVOG — Vanguard S&P Mid-Cap 400 Growth ETF
CIK 1909851
ALLENTOWN, PA
Position in IVOG
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$242,058
+$9,351 QoQ
Shares Held
1,936
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVOG Over Time
Shares Held
Position Value (USD)
All Filings in IVOG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $242,058 | 1,936 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $232,707 | 1,936 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $231,313 | 1,936 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $218,826 | 1,936 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $180,547 | 1,750 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $197,207 | 1,750 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $200,602 | 1,750 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $191,695 | 1,750 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $198,537 | 1,750 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $171,902 | 1,750 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $158,025 | 1,750 | Shares | Sole | 2023-10-18 | |
| No filing history on record for this holder in this stock. | ||||||