Morton Capital Management’s Vanguard Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.18M	Hold	3,445	–	–	0.16%	46
2026 Q1	$1.03M	Hold	3,445	–	–	0.15%	48
2025 Q4	$1.08M	Hold	3,445	–	–	0.17%	44
2025 Q3	$1.06M	Hold	3,445	–	–	0.17%	45
2025 Q2	$983K	Hold	3,445	–	–	0.17%	46
2025 Q1	$885K	Hold	3,445	–	–	0.17%	46
2024 Q4	$929K	Hold	3,445	–	–	0.18%	48
2024 Q3	$907K	Hold	3,445	–	–	0.18%	46
2024 Q2	$860K	Hold	3,445	–	–	0.2%	43
2024 Q1	$826K	Hold	3,445	–	–	0.22%	44
2023 Q4	$752K	Buy	3,445 +89	+3%	+$18.2K	0.22%	42
2023 Q3	$657K	Hold	3,356	–	–	0.23%	41
2023 Q2	$680K	Sell	3,356 -300	-8%	-$57.5K	0.23%	43
2023 Q1	$683K	Sell	3,656 -474	-11%	-$86.3K	0.24%	44
2022 Q4	$719K	Hold	4,130	–	–	0.28%	36
2022 Q3	$676K	Hold	4,130	–	–	0.31%	32
2022 Q2	$712K	Hold	4,130	–	–	0.31%	32
2022 Q1	$861K	Hold	4,130	–	–	0.35%	29
2021 Q4	$913K	Buy	+4,130	New	+$886K	0.37%	30

Other funds holding VV

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MAV

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

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

Morton Capital Management held its Vanguard Large-Cap ETF (VV) position steady in Q2 2026 at 3,445 shares worth $1.18M. The position accounts for 0.16% of the portfolio, ranked #46.

Morton Capital Management first reported a position in VV in Q4 2021 and has held it in 19 quarters since. 432 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Morton Capital Management held 3,445 shares of Vanguard Large-Cap ETF worth $1.18M as of Q2 2026.
Morton Capital Management left its Vanguard Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Large-Cap ETF made up 0.16% of Morton Capital Management's portfolio in Q2 2026, its #46 holding.
Morton Capital Management first reported a position in Vanguard Large-Cap ETF in Q4 2021 and has held it in 19 quarters since.
432 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

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