Back to VGES
Morton Brown Family Wealth, LLC → VGES
Morton Brown Family Wealth, LLC VGES Position History
VGES
Quarters held
109
Latest value
$2M
Q3 2026
Peak value
$38.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $945K |
| Q4 2025 | $3K |
| Q4 2025 | $140K |
| Q4 2025 | $233K |
| Q4 2025 | $667 |
| Q4 2025 | $30.7M |
| Q4 2025 | $24K |
| Q4 2025 | $10.9M |
| Q4 2025 | $1.1M |
| Q4 2025 | $1.5M |
| Q4 2025 | $8K |
| Q4 2025 | $30K |
| Q4 2025 | $23K |
| Q4 2025 | $5.4M |
| Q4 2025 | $154K |
| Q4 2025 | $13M |
| Q4 2025 | $139K |
| Q4 2025 | $355 |
| Q4 2025 | $413K |
| Q4 2025 | $270K |
| Q4 2025 | $15K |
| Q4 2025 | $105K |
| Q4 2025 | $70K |
| Q4 2025 | $71K |
| Q4 2025 | $2.1M |
| Q4 2025 | $1.6M |
| Q1 2026 | $955K |
| Q1 2026 | $3K |
| Q1 2026 | $143K |
| Q1 2026 | $242K |
| Q1 2026 | $368 |
| Q1 2026 | $32.5M |
| Q1 2026 | $25K |
| Q1 2026 | $11.4M |
| Q1 2026 | $1.2M |
| Q1 2026 | $1.4M |
| Q1 2026 | $7K |
| Q1 2026 | $28K |
| Q1 2026 | $25K |
| Q1 2026 | $5.5M |
| Q1 2026 | $153K |
| Q1 2026 | $13.5M |
| Q1 2026 | $300K |
| Q1 2026 | $63K |
| Q1 2026 | $369 |
| Q1 2026 | $381K |
| Q1 2026 | $271K |
| Q1 2026 | $15K |
| Q1 2026 | $103K |
| Q1 2026 | $62K |
| Q1 2026 | $74K |
| Q1 2026 | $2.1M |
| Q1 2026 | $1.6M |
| Q2 2026 | $1.3M |
| Q2 2026 | $3K |
| Q2 2026 | $177K |
| Q2 2026 | $283K |
| Q2 2026 | $367 |
| Q2 2026 | $38M |
| Q2 2026 | $26K |
| Q2 2026 | $12.4M |
| Q2 2026 | $1.2M |
| Q2 2026 | $1.6M |
| Q2 2026 | $8K |
| Q2 2026 | $38K |
| Q2 2026 | $24K |
| Q2 2026 | $6M |
| Q2 2026 | $151K |
| Q2 2026 | $14.9M |
| Q2 2026 | $425K |
| Q2 2026 | $518K |
| Q2 2026 | $395 |
| Q2 2026 | $453K |
| Q2 2026 | $294K |
| Q2 2026 | $4K |
| Q2 2026 | $330K |
| Q2 2026 | $74K |
| Q2 2026 | $69K |
| Q2 2026 | $2.5M |
| Q2 2026 | $1.9M |
| Q3 2026 | $1.2M |
| Q3 2026 | $3K |
| Q3 2026 | $159K |
| Q3 2026 | $264K |
| Q3 2026 | $351 |
| Q3 2026 | $38.6M |
| Q3 2026 | $109K |
| Q3 2026 | $12.2M |
| Q3 2026 | $1.1M |
| Q3 2026 | $1.6M |
| Q3 2026 | $7K |
| Q3 2026 | $40K |
| Q3 2026 | $5K |
| Q3 2026 | $5.6M |
| Q3 2026 | $903 |
| Q3 2026 | $34K |
| Q3 2026 | $544 |
| Q3 2026 | $15.3M |
| Q3 2026 | $3.9M |
| Q3 2026 | $404K |
| Q3 2026 | $391 |
| Q3 2026 | $367K |
| Q3 2026 | $268K |
| Q3 2026 | $3K |
| Q3 2026 | $223K |
| Q3 2026 | $77K |
| Q3 2026 | $63K |
| Q3 2026 | $2.3M |
| Q3 2026 | $2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2M | 5.2K | — | — |
| Q3 2026 | $2.3M | 8.1K | — | — |
| Q3 2026 | $63K | 292 | — | — |
| Q3 2026 | $77K | 860 | — | — |
| Q3 2026 | $223K | 965 | — | — |
| Q3 2026 | $3K | 40 | — | — |
| Q3 2026 | $268K | 3.0K | — | — |
| Q3 2026 | $367K | 1.3K | — | — |
| Q3 2026 | $391 | 2 | — | — |
| Q3 2026 | $404K | 577 | — | — |
| Q3 2026 | $3.9M | 81.7K | — | — |
| Q3 2026 | $15.3M | 195.0K | — | — |
| Q3 2026 | $544 | 5 | — | — |
| Q3 2026 | $34K | 594 | — | — |
| Q3 2026 | $903 | 7 | — | — |
| Q3 2026 | $5.6M | 72.6K | — | — |
| Q3 2026 | $5K | 27 | — | — |
| Q3 2026 | $40K | 320 | — | — |
| Q3 2026 | $7K | 20 | — | — |
| Q3 2026 | $1.6M | 27.3K | — | — |
| Q3 2026 | $1.1M | 7.3K | — | — |
| Q3 2026 | $12.2M | 261.2K | — | — |
| Q3 2026 | $109K | 1.1K | — | — |
| Q3 2026 | $38.6M | 547.0K | — | — |
| Q3 2026 | $351 | 5 | — | — |
| Q3 2026 | $264K | 1.9K | — | — |
| Q3 2026 | $159K | 1.2K | — | — |
| Q3 2026 | $3K | 28 | — | — |
| Q3 2026 | $1.2M | 14.3K | — | — |
| Q2 2026 | $1.9M | 5.1K | — | — |
| Q2 2026 | $2.5M | 8.1K | — | — |
| Q2 2026 | $69K | 315 | — | — |
| Q2 2026 | $74K | 858 | — | — |
| Q2 2026 | $330K | 1.3K | — | — |
| Q2 2026 | $4K | 51 | — | — |
| Q2 2026 | $294K | 3.1K | — | — |
| Q2 2026 | $453K | 1.5K | — | — |
| Q2 2026 | $395 | 2 | — | — |
| Q2 2026 | $518K | 754 | — | — |
| Q2 2026 | $425K | 8.4K | — | — |
| Q2 2026 | $14.9M | 180.7K | — | — |
| Q2 2026 | $151K | 2.6K | — | — |
| Q2 2026 | $6M | 76.5K | — | — |
| Q2 2026 | $24K | 125 | — | — |
| Q2 2026 | $38K | 320 | — | — |
| Q2 2026 | $8K | 20 | — | — |
| Q2 2026 | $1.6M | 26.7K | — | — |
| Q2 2026 | $1.2M | 8.0K | — | — |
| Q2 2026 | $12.4M | 256.6K | — | — |
| Q2 2026 | $26K | 268 | — | — |
| Q2 2026 | $38M | 532.6K | — | — |
| Q2 2026 | $367 | 5 | — | — |
| Q2 2026 | $283K | 1.9K | — | — |
| Q2 2026 | $177K | 1.2K | — | — |
| Q2 2026 | $3K | 28 | — | — |
| Q2 2026 | $1.3M | 14.8K | — | — |
| Q1 2026 | $1.6M | 4.9K | — | — |
| Q1 2026 | $2.1M | 8.1K | — | — |
| Q1 2026 | $74K | 375 | — | — |
| Q1 2026 | $62K | 143 | — | — |
| Q1 2026 | $103K | 500 | — | — |
| Q1 2026 | $15K | 53 | — | — |
| Q1 2026 | $271K | 3.1K | — | — |
| Q1 2026 | $381K | 1.5K | — | — |
| Q1 2026 | $369 | 2 | — | — |
| Q1 2026 | $63K | 106 | — | — |
| Q1 2026 | $300K | 6.0K | — | — |
| Q1 2026 | $13.5M | 162.8K | — | — |
| Q1 2026 | $153K | 2.6K | — | — |
| Q1 2026 | $5.5M | 69.9K | — | — |
| Q1 2026 | $25K | 124 | — | — |
| Q1 2026 | $28K | 40 | — | — |
| Q1 2026 | $7K | 20 | — | — |
| Q1 2026 | $1.4M | 26.7K | — | — |
| Q1 2026 | $1.2M | 8.0K | — | — |
| Q1 2026 | $11.4M | 236.5K | — | — |
| Q1 2026 | $25K | 268 | — | — |
| Q1 2026 | $32.5M | 507.5K | — | — |
| Q1 2026 | $368 | 5 | — | — |
| Q1 2026 | $242K | 1.9K | — | — |
| Q1 2026 | $143K | 1.2K | — | — |
| Q1 2026 | $3K | 28 | — | — |
| Q1 2026 | $955K | 12.4K | — | — |
| Q4 2025 | $1.6M | 4.9K | — | — |
| Q4 2025 | $2.1M | 8.2K | — | — |
| Q4 2025 | $71K | 374 | — | — |
| Q4 2025 | $70K | 143 | — | — |
| Q4 2025 | $105K | 500 | — | — |
| Q4 2025 | $15K | 53 | — | — |
| Q4 2025 | $270K | 3.1K | — | — |
| Q4 2025 | $413K | 1.5K | — | — |
| Q4 2025 | $355 | 2 | — | — |
| Q4 2025 | $139K | 2.8K | — | — |
| Q4 2025 | $13M | 155.2K | — | — |
| Q4 2025 | $154K | 2.6K | — | — |
| Q4 2025 | $5.4M | 67.8K | — | — |
| Q4 2025 | $23K | 124 | — | — |
| Q4 2025 | $30K | 40 | — | — |
| Q4 2025 | $8K | 20 | — | — |
| Q4 2025 | $1.5M | 27.4K | — | — |
| Q4 2025 | $1.1M | 8.0K | — | — |
| Q4 2025 | $10.9M | 226.4K | — | — |
| Q4 2025 | $24K | 268 | — | — |
| Q4 2025 | $30.7M | 491.9K | — | — |
| Q4 2025 | $667 | 9 | — | — |
| Q4 2025 | $233K | 1.9K | — | — |
| Q4 2025 | $140K | 1.2K | — | — |
| Q4 2025 | $3K | 28 | — | — |
| Q4 2025 | $945K | 12.5K | — | — |
Other funds holding VGES
Other Morton Brown Family Wealth, LLC positions
SCHW-PJ
$127.6MSCHWAB U.S. BROAD MARKET ETF
SCHW-PJ
$123.4MSCHWAB U.S. BROAD MARKET ETF
SCHW-PJ
$100.9MSCHWAB U.S. BROAD MARKET ETF
SCHW-PJ
$100.8MSCHWAB U.S. BROAD MARKET ETF
ETHA
$21.8MISHARES NATIONAL MUNI BOND ETF
ETHA
$20.9MISHARES NATIONAL MUNI BOND ETF
SCHW-PJ
$18.8MSCHWAB INTERMEDIATE-TERM US TREASURY ETF
ETHA
$18.6MISHARES NATIONAL MUNI BOND ETF