Vanguard Capital Management
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Vanguard Capital Management’s Moelis & Co MC Stock Holding History

Vanguard Capital 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 		$219M Buy
3,351,361
+36,321
+1% +$2.38M ﹤0.01% 1073
2026
Q1 		$189M Buy
+3,315,040
New +$216M ﹤0.01% 1096

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Vanguard Capital Management's MC Position: Q2 2026 in Review

Vanguard Capital Management increased its Moelis & Co (MC) stake by 1.1% in Q2 2026, buying an estimated $2.38M and bringing the position to 3,351,361 shares worth $219M. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

Vanguard Capital Management first reported a position in MC in Q1 2026 and has held it in 2 quarters since. 390 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Vanguard Capital Management held 3,351,361 shares of Moelis & Co worth $219M as of Q2 2026.
  • Vanguard Capital Management bought 36,321 Moelis & Co shares in Q2 2026, an estimated $2.38M.
  • Moelis & Co made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #1073 holding.
  • Vanguard Capital Management first reported a position in Moelis & Co in Q1 2026 and has held it in 2 quarters since.
  • 390 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.