Morton Capital Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.84M	Sell	4,966 -1,095	-18%	-$392K	0.25%	35
2026 Q1	$1.94M	Buy	6,061 +450	+8%	+$151K	0.29%	30
2025 Q4	$1.88M	Buy	5,611 +298	+6%	+$99.1K	0.29%	31
2025 Q3	$1.74M	Buy	5,313 +318	+6%	+$100K	0.29%	34
2025 Q2	$1.52M	Sell	4,995 -20	-0.4%	-$5.63K	0.27%	36
2025 Q1	$1.38M	Buy	5,015 +264	+6%	+$76.7K	0.27%	36
2024 Q4	$1.38M	Buy	4,751 +620	+15%	+$181K	0.26%	38
2024 Q3	$1.17M	Hold	4,131	–	–	0.23%	39
2024 Q2	$1.11M	Sell	4,131 -16,853	-80%	-$4.36M	0.26%	34
2024 Q1	$5.45M	Hold	20,984	–	–	1.47%	12
2023 Q4	$4.98M	Hold	20,984	–	–	1.48%	12
2023 Q3	$4.46M	Hold	20,984	–	–	1.58%	9
2023 Q2	$4.62M	Hold	20,984	–	–	1.58%	11
2023 Q1	$4.28M	Hold	20,984	–	–	1.52%	11
2022 Q4	$4.01M	Sell	20,984 -85	-0.4%	-$16.4K	1.57%	11
2022 Q3	$3.78M	Buy	21,069 +395	+2%	+$78.7K	1.72%	8
2022 Q2	$3.9M	Buy	20,674 +16,983	+460%	+$3.49M	1.7%	7
2022 Q1	$840K	Hold	3,691	–	–	0.34%	30
2021 Q4	$891K	Buy	+3,691	New	+$871K	0.36%	31

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

VCP

Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

Morton Capital Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 18% in Q2 2026, selling an estimated $392K and leaving 4,966 shares worth $1.84M. The position accounts for 0.25% of the portfolio, ranked #35.

Morton Capital Management first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.45M in Q1 2024. 1,266 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Morton Capital Management held 4,966 shares of Vanguard Total Stock Market ETF worth $1.84M as of Q2 2026.
Morton Capital Management sold 1,095 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $392K.
Vanguard Total Stock Market ETF made up 0.25% of Morton Capital Management's portfolio in Q2 2026, its #35 holding.
Morton Capital Management first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
Morton Capital Management's Vanguard Total Stock Market ETF position peaked at $5.45M in Q1 2024.
1,266 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

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