Morton Capital Management LLC/CA VV — VANGUARD INDEX FDS

Ownership history in Morton Capital Management LLC/CA  ·  11 quarters on record

AI Ownership Summary

Morton Capital Management LLC/CA reported VANGUARD INDEX FDS (VV) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.22% in 2023 Q4. The latest visible filing shows VV at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Morton Capital Management LLC/CA's position in VANGUARD INDEX FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VV was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VV stock page Morton Capital Management LLC/CA fund profile Morton Capital Management LLC/CA full holdings
How Morton Capital Management LLC/CA held VV — position size vs. price
% of Fund (quarterly)    VV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 3,445 — 0% 0.15% $1.0M 2026-04-21 $323.66
2025 Q4 UNCHANGED — — — 3,445 — 0% 0.17% $1.1M 2026-02-03 $316.00
2025 Q3 UNCHANGED — — — 3,445 — 0% 0.17% $1.1M 2025-10-24 $311.19
2025 Q2 UNCHANGED — — — 3,445 — 0% 0.17% $983K 2025-07-23 $290.14
2025 Q1 UNCHANGED — — — 3,445 — 0% 0.17% $885K 2025-04-17 $239.75
2024 Q4 UNCHANGED — — — 3,445 — 0% 0.18% $929K 2025-01-15 $269.08
2024 Q3 UNCHANGED — — — 3,445 — 0% 0.18% $907K 2024-10-09 $260.07
2024 Q2 UNCHANGED — — — 3,445 — 0% 0.20% $860K 2024-07-12 $251.50
2024 Q1 UNCHANGED — — — 3,445 — 0% 0.22% $826K 2024-04-12 $228.86
2023 Q4 REDUCED 16.6% +10.2% ❌ 3,445 -685 -16.6% 0.22% $752K 2024-01-18 $213.00
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VV

As of 2026 Q1 — sorted by position size

Johnson Financial Group, LLC 3Y 7Y 50.86% Addis & Hill, Inc 38.39% Mason & Associates, LLC 29.36% Wealthquest Corp 3Y 7Y 28.0% SFAM, LLC 23.94% Financial Planning Navigators CORP 23.38% James Reed Financial Services, Inc. 3Y 22.18% Voya Financial Advisors, Inc. 3Y 7Y 21.15% MilWealth Group LLC 3Y 21.04% JUNCTURE WEALTH STRATEGIES, LLC 3Y 7Y 20.28%

FAQ About Morton Capital Management LLC/CA and VV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Morton Capital Management LLC/CA reported owning VV?

Morton Capital Management LLC/CA reported VV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VV position in Morton Capital Management LLC/CA's portfolio?

The largest reported portfolio weight for VV was 0.22% in 2023 Q4.

What is the latest reported VV position on this page?

The most recent filing on this page is 2026 Q1, when Morton Capital Management LLC/CA reported 3,445 shares, equal to 0.15% of portfolio, with an estimated market value of $1.0M.

What does the chart on this VV ownership page compare?

The chart compares Morton Capital Management LLC/CA's quarterly VV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Morton Capital Management LLC/CA Holdings