Vigilant Capital Management »

Morningstar shares owned by Vigilant Capital Management

Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Vigilant Capital Management from 13F filings

Historical chart of Vigilant Capital Management investment in Morningstar

Tip: Access up to 7 years of quarterly data

All positions including Morningstar held by Vigilant Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morningstar by Vigilant Capital Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $4.0k 18 222.22
2023-03-31 $4.0k 18 222.22
2022-12-31 $4.0k 18 222.22
2022-09-30 $4.0k 18 222.22
2022-06-30 $5.0k 19 263.16
2022-03-31 $5.0k 19 263.16
2021-12-31 $6.0k 19 315.79
2021-09-30 $5.0k 19 263.16

More positions owned by Vigilant Capital Management

Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
JPMorgan Chase & Co Common Stock (JPM)
Accenture Common Stock (ACN)
Visa Common Stock (V)
Abbott Laboratories Common Stock (ABT)
UnitedHealth Group Incorporated Common Stock (UNH)
Home Depot Common Stock (HD)
Linde Common Stock (LIN)
Amazon.com Common Stock (AMZN)
Union Pacific Corp Common Stock (UNP)
Marsh & McLennan Companies Common Stock (MMC)
AbbVie Common Stock (ABBV)
ASML Holding NV Common Stock (ASML)
iShares Gold Trust Common Stock (IAU)

View all positions for Vigilant Capital Management

Top funds holding Morningstar

Vanguard Group
BlackRock
BlackRock
Morgan Stanley
Select Equity
Bank of America Corporation
Bamco
Massachusetts Financial Services
Kayne Anderson Rudnick Investment Management
State Street Corporation
Daniel D. Thurber
T. Rowe Price Associates
Geode Capital Management
Liontrust Investment Partners
Dimensional Fund Advisors

View all funds holding Morningstar