VSQM
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V-Square Quantitative Management’s Moelis & Co MC Stock Holding History

V-Square Quantitative Management’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-434
Closed -$24.7K – 757
2026
Q1 		$24.7K Buy
434
+34
+9% +$2.21K ﹤0.01% 673
2025
Q4 		$27.5K Buy
+400
New +$26.7K ﹤0.01% 650

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

V-Square Quantitative Management's MC Position: Q2 2026 in Review

V-Square Quantitative Management sold out of Moelis & Co (MC) in Q2 2026, closing a stake of 434 shares — an estimated $24.7K sold.

V-Square Quantitative Management first reported a position in MC in Q4 2025 and held it in 2 quarters. The position peaked at $27.5K in Q4 2025. 396 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • V-Square Quantitative Management reported no remaining Moelis & Co position as of Q2 2026 after selling out during the quarter.
  • V-Square Quantitative Management sold 434 Moelis & Co shares in Q2 2026, an estimated $24.7K.
  • V-Square Quantitative Management first reported a position in Moelis & Co in Q4 2025 and held it in 2 quarters.
  • V-Square Quantitative Management's Moelis & Co position peaked at $27.5K in Q4 2025.
  • 396 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on V-Square Quantitative Management's 13F filing for Q2 2026, filed 27 Jul 2026.