Vanguard Dividend Appreciation ETF shares owned by Morton Capital Management
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Morton Capital Management
from 13F filings
Historical chart of Morton Capital Management investment in Vanguard Dividend Appreciation ETF
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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Morton Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.0M | 25k | 198.06 |
| 2024-06-30 | $4.6M | 25k | 182.55 |
| 2024-03-31 | $4.6M | 25k | 182.61 |
| 2023-12-31 | $4.3M | 26k | 170.40 |
| 2023-09-30 | $4.0M | 26k | 155.38 |
| 2023-06-30 | $4.2M | 26k | 162.43 |
| 2023-03-31 | $4.1M | 26k | 154.01 |
| 2022-12-31 | $4.0M | 27k | 151.85 |
| 2022-09-30 | $3.6M | 27k | 135.16 |
| 2022-06-30 | $3.8M | 26k | 143.47 |
| 2022-03-31 | $4.2M | 26k | 162.16 |
| 2021-12-31 | $4.4M | 26k | 171.75 |
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