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Morton Brown Family Wealth, LLC: VCIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morton Brown Family Wealth, LLC on VCIT, newest first. How the timeline and the estimate are built.

Morton Brown Family Wealth, LLC held 180,706 VCIT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 180,706 shares
    Change vs previous 13F +17,892 shares

    3.39% of the 13F portfolio, value $14,935,368.

    13F-HR 0001909851-26-000003 filed by Morton Brown Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 162,814 shares
    Change vs previous 13F +7,640 shares

    3.56% of the 13F portfolio, value $13,472,829.

    13F-HR 0001909851-26-000002 filed by Morton Brown Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 155,174 shares
    Change vs previous 13F +22,065 shares

    3.54% of the 13F portfolio, value $12,995,816.

    13F-HR 0001909851-26-000001 filed by Morton Brown Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 133,109 shares
    Change vs previous 13F +11,546 shares

    3.21% of the 13F portfolio, value $11,195,799.

    13F-HR 0001909851-25-000007 filed by Morton Brown Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 121,563 shares
    Change vs previous 13F +5,545 shares

    3.07% of the 13F portfolio, value $10,079,980.

    13F-HR 0001909851-25-000004 filed by Morton Brown Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 116,018 shares
    Change vs previous 13F +13,520 shares

    3.22% of the 13F portfolio, value $9,485,643.

    13F-HR 0001909851-25-000002 filed by Morton Brown Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 102,498 shares
    Change vs previous 13F +11,886 shares

    2.87% of the 13F portfolio, value $8,227,478.

    13F-HR 0001909851-25-000001 filed by Morton Brown Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 90,612 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $7,588,754.

    13F-HR 0001909851-24-000005 filed by Morton Brown Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).