Morton Brown Family Wealth, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1909851
ALLENTOWN, PA
Position in VIG
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$81,077
-$3,098 QoQ
Shares Held
377
-1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
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 VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $81,077 | 377 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $84,175 | 383 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $85,237 | 395 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $53,623 | 262 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $50,825 | 262 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $51,111 | 261 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $51,297 | 259 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $6,206 | 34 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $6,208 | 34 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $14,484 | 85 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $5,438 | 35 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $5,685 | 35 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $5,390 | 35 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $5,314 | 35 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $4,730 | 35 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $4,877 | 34 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $23,837 | 147 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $25,075 | 146 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||