Morton Brown Family Wealth, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1909851
ALLENTOWN, PA
Position in VB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$2,122,337
+$15,918 QoQ
Shares Held
8,103
-0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.72%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,122,337 | 8,103 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,106,419 | 8,166 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,089,418 | 8,217 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,953,189 | 8,242 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,834,094 | 8,271 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,000,090 | 8,324 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,000,391 | 8,433 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,841,783 | 8,447 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,970,217 | 8,619 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,879,650 | 8,811 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,699,550 | 8,989 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,859,223 | 9,348 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,883,278 | 9,935 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,998,016 | 10,886 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,892,828 | 11,075 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,973,136 | 11,204 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $2,438,879 | 11,476 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $2,599,793 | 11,503 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||