Morton Capital Management LLC/CA
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2002628
CALABASAS, CA
Position in VB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$259,300
+$53,198 QoQ
Shares Held
990
+23.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $259,300 | 990 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $206,102 | 799 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $202,661 | 797 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||