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Morningstar Investment Management LLC: VHT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morningstar Investment Management LLC on VHT, newest first. How the timeline and the estimate are built.

Morningstar Investment Management LLC held 56,514 VHT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,514 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $15,390,458.

    13F-HR 0001104659-26-085281 filed by Morningstar Investment Management LLC
    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 56,514 shares
    Change vs previous 13F +10,367 shares

    0.95% of the 13F portfolio, value $15,390,458.

    13F-HR 0001104659-26-061223 filed by Morningstar Investment Management LLC
    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 46,147 shares
    Change vs previous 13F -5,332 shares

    0.78% of the 13F portfolio, value $13,283,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment Management LLC
    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 51,479 shares
    Change vs previous 13F -353,651 shares

    0.49% of the 13F portfolio, value $13,364,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment Management LLC
    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 405,130 shares
    Change vs previous 13F +115,252 shares

    8.83% of the 13F portfolio, value $100,610,000.

    13F-HR 0001104659-25-071055 filed by Morningstar Investment Management LLC
    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 289,878 shares
    Change vs previous 13F +15,112 shares

    6.53% of the 13F portfolio, value $76,739,000.

    13F-HR 0001104659-25-045607 filed by Morningstar Investment Management LLC
    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 274,766 shares
    Change vs previous 13F -139 shares

    5.5% of the 13F portfolio, value $69,705,000.

    13F-HR 0001104659-25-008442 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 0 shares
    • Morningstar Investment Management LLC: 274,766 shares

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

  8. period ended2024-09-30
    13F 274,905 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $77,847,000.

    13F-HR 0001104659-24-116248 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 10,965 shares
    • Morningstar Investment Management LLC: 263,940 shares

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