Morton Capital Management »

Vanguard S&p 500 Etf idx shares owned by Morton Capital Management

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Morton Capital Management from 13F filings

Historical chart of Morton Capital Management investment in Vanguard S&p 500 Etf idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard S&p 500 Etf idx held by Morton 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 Vanguard S&p 500 Etf idx by Morton Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 2.1k 527.70
2024-06-30 $1.1M 2.1k 500.18
2024-03-31 $1.0M 2.1k 480.75
2023-12-31 $926k 2.1k 436.88
2023-09-30 $622k 1.6k 392.66
2023-06-30 $643k 1.6k 407.20
2023-03-31 $1.3M 3.6k 376.04
2022-12-31 $554k 1.6k 351.44
2022-09-30 $516k 1.6k 328.37
2022-06-30 $381k 1.1k 346.87
2022-03-31 $477k 1.1k 415.16
2021-12-31 $500k 1.1k 436.59