Morton Capital Management »

Vanguard Total Stock Market ETF shares owned by Morton Capital Management

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Morton Capital Management from 13F filings

Historical chart of Morton Capital Management investment in Vanguard Total Stock Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total Stock Market ETF 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 Total Stock Market ETF by Morton Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 4.1k 283.16
2024-06-30 $1.1M 4.1k 267.51
2024-03-31 $5.5M 21k 259.91
2023-12-31 $5.0M 21k 237.23
2023-09-30 $4.5M 21k 212.42
2023-06-30 $4.6M 21k 220.29
2023-03-31 $4.3M 21k 204.10
2022-12-31 $4.0M 21k 191.19
2022-09-30 $3.8M 21k 179.47
2022-06-30 $3.9M 21k 188.62
2022-03-31 $840k 3.7k 227.68
2021-12-31 $891k 3.7k 241.45