Morton Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Morton Capital Management’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.76M	Sell	2,564 -157	-6%	-$105K	0.24%	37
2026 Q1	$1.63M	Sell	2,721 -8	-0.3%	-$5K	0.24%	35
2025 Q4	$1.71M	Sell	2,729 -121	-4%	-$75.2K	0.26%	35
2025 Q3	$1.75M	Sell	2,850 -1,557	-35%	-$918K	0.29%	33
2025 Q2	$2.5M	Buy	4,407 +323	+8%	+$170K	0.44%	22
2025 Q1	$2.1M	Sell	4,084 -119	-3%	-$64.3K	0.41%	22
2024 Q4	$2.26M	Buy	4,203 +2,099	+100%	+$1.14M	0.43%	24
2024 Q3	$1.11M	Sell	2,104 -40	-2%	-$20.3K	0.22%	41
2024 Q2	$1.07M	Hold	2,144	–	–	0.25%	36
2024 Q1	$1.03M	Buy	2,144 +24	+1%	+$11K	0.28%	35
2023 Q4	$926K	Buy	2,120 +536	+34%	+$219K	0.28%	37
2023 Q3	$622K	Buy	1,584 +5	+0.3%	+$2.04K	0.22%	42
2023 Q2	$643K	Sell	1,579 -2,000	-56%	-$772K	0.22%	44
2023 Q1	$1.35M	Buy	3,579 +2,003	+127%	+$735K	0.48%	20
2022 Q4	$554K	Buy	1,576 +5	+0.3%	+$1.77K	0.22%	43
2022 Q3	$516K	Buy	1,571 +472	+43%	+$172K	0.23%	42
2022 Q2	$381K	Sell	1,099 -50	-4%	-$18.8K	0.17%	58
2022 Q1	$477K	Buy	1,149 +5	+0.4%	+$2.05K	0.2%	49
2021 Q4	$499K	Buy	+1,144	New	+$483K	0.2%	50

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Morton Capital Management's VOO Position: Q2 2026 in Review

Morton Capital Management reduced its Vanguard S&P 500 ETF (VOO) stake by 5.8% in Q2 2026, selling an estimated $105K and leaving 2,564 shares worth $1.76M. The position accounts for 0.24% of the portfolio, ranked #37.

Morton Capital Management first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.5M in Q2 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Morton Capital Management held 2,564 shares of Vanguard S&P 500 ETF worth $1.76M as of Q2 2026.
Morton Capital Management sold 157 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $105K.
Vanguard S&P 500 ETF made up 0.24% of Morton Capital Management's portfolio in Q2 2026, its #37 holding.
Morton Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
Morton Capital Management's Vanguard S&P 500 ETF position peaked at $2.5M in Q2 2025.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.