Vanguard Small-Cap Value ETF shares owned by Morton Capital Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Morton Capital Management
from 13F filings
Historical chart of Morton Capital Management investment in Vanguard Small-Cap Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap Value ETF held by Morton Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap Value ETF by Morton Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $438k | 2.3k | 191.92 |
| 2023-12-31 | $391k | 2.2k | 179.97 |
| 2023-09-30 | $346k | 2.2k | 159.49 |
| 2023-06-30 | $359k | 2.2k | 165.40 |
| 2023-03-31 | $345k | 2.2k | 158.76 |
| 2022-12-31 | $347k | 2.2k | 158.80 |
| 2022-09-30 | $316k | 2.2k | 143.40 |
| 2022-06-30 | $328k | 2.2k | 149.82 |