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Morton Capital Management’s Vanguard Total World Stock ETF VT Stock Holding History

Morton Capital Management’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,202
Closed -$305K – 167
2026
Q1 		$305K Buy
2,202
+4
+0.2% +$575 0.05% 99
2025
Q4 		$310K Buy
+2,198
New +$307K 0.05% 95

Other funds holding VT

SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
SCP
Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

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

Morton Capital Management sold out of Vanguard Total World Stock ETF (VT) in Q2 2026, closing a stake of 2,202 shares — an estimated $305K sold.

Morton Capital Management first reported a position in VT in Q4 2025 and held it in 2 quarters. The position peaked at $310K in Q4 2025. 390 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Morton Capital Management reported no remaining Vanguard Total World Stock ETF position as of Q2 2026 after selling out during the quarter.
  • Morton Capital Management sold 2,202 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $305K.
  • Morton Capital Management first reported a position in Vanguard Total World Stock ETF in Q4 2025 and held it in 2 quarters.
  • Morton Capital Management's Vanguard Total World Stock ETF position peaked at $310K in Q4 2025.
  • 390 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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