Morton Capital Management LLC/CA
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2002628
CALABASAS, CA
Position in VIG
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$4,958,423
-$140,912 QoQ
Shares Held
23,056
-0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.72%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,958,423 | 23,056 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,099,335 | 23,202 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,087,249 | 23,575 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $4,824,890 | 23,574 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,718,030 | 24,321 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,964,486 | 25,351 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,020,821 | 25,350 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $4,634,214 | 25,386 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $4,635,737 | 25,386 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $4,343,155 | 25,488 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $3,986,740 | 25,658 | Shares | Sole | 2023-12-05 | |
| 2023-06-30 | $4,196,541 | 25,836 | Shares | Sole | 2023-12-05 | |
| 2023-03-31 | $4,064,323 | 26,390 | Shares | Sole | 2023-12-05 | |
| 2022-12-31 | $4,018,406 | 26,463 | Shares | Sole | 2023-12-05 | |
| 2022-09-30 | $3,578,496 | 26,476 | Shares | Sole | 2023-12-05 | |
| 2022-06-30 | $3,788,181 | 26,404 | Shares | Sole | 2023-12-05 | |
| 2022-03-31 | $4,200,754 | 25,905 | Shares | Sole | 2023-12-05 | |
| 2021-12-31 | $4,430,634 | 25,797 | Shares | Sole | 2023-12-05 | |
| No filing history on record for this holder in this stock. | ||||||