Vanguard Value ETF shares owned by Morton Capital Management
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Morton Capital Management
from 13F filings
Historical chart of Morton Capital Management investment in Vanguard Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Value ETF held by Morton Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Value ETF by Morton Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $268k | 1.4k | 186.49 |
| 2025-06-30 | $254k | 1.4k | 176.74 |
| 2025-03-31 | $258k | 1.5k | 172.74 |
| 2024-12-31 | $252k | 1.5k | 169.30 |
| 2024-09-30 | $260k | 1.5k | 174.57 |
| 2024-06-30 | $239k | 1.5k | 160.41 |
| 2024-03-31 | $273k | 1.7k | 162.86 |
| 2023-12-31 | $366k | 2.4k | 149.50 |
| 2023-09-30 | $283k | 2.1k | 137.93 |
| 2023-06-30 | $322k | 2.3k | 142.10 |
| 2023-03-31 | $217k | 1.6k | 138.11 |
| 2022-12-31 | $219k | 1.6k | 140.37 |
| 2022-09-30 | $212k | 1.7k | 123.48 |
| 2022-06-30 | $386k | 2.9k | 131.88 |
| 2022-03-31 | $233k | 1.6k | 147.78 |
| 2021-12-31 | $232k | 1.6k | 147.15 |