Skip to content
Disclosery

Morton Capital Management LLC/CA: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morton Capital Management LLC/CA on VTI, newest first. How the timeline and the estimate are built.

Morton Capital Management LLC/CA held 4,966 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,966 shares
    Change vs previous 13F -1,095 shares

    0.25% of the 13F portfolio, value $1,837,615.

    13F-HR 0002002628-26-000003 filed by Morton Capital Management LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,061 shares
    Change vs previous 13F +450 shares

    0.29% of the 13F portfolio, value $1,944,416.

    13F-HR 0002002628-26-000002 filed by Morton Capital Management LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,611 shares
    Change vs previous 13F +298 shares

    0.29% of the 13F portfolio, value $1,881,063.

    13F-HR 0002002628-26-000001 filed by Morton Capital Management LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,313 shares
    Change vs previous 13F +318 shares

    0.29% of the 13F portfolio, value $1,743,428.

    13F-HR 0002002628-25-000002 filed by Morton Capital Management LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,995 shares
    Change vs previous 13F -20 shares

    0.27% of the 13F portfolio, value $1,518,099.

    13F-HR 0001085146-25-004101 filed by Morton Capital Management LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,015 shares
    Change vs previous 13F +264 shares

    0.27% of the 13F portfolio, value $1,378,294.

    13F-HR 0001085146-25-002174 filed by Morton Capital Management LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,751 shares
    Change vs previous 13F +620 shares

    0.26% of the 13F portfolio, value $1,376,982.

    13F-HR 0001085146-25-000223 filed by Morton Capital Management LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,131 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,169,734.

    13F-HR 0001085146-24-004712 filed by Morton Capital Management LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).