Vanguard Capital Management
MORN icon

Vanguard Capital Management’s Morningstar MORN Stock Holding History

Vanguard Capital Management’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$140M Sell
894,406
-95,061
-10% -$16.5M ﹤0.01% 1360
2026
Q1 		$167M Buy
+989,467
New +$184M ﹤0.01% 1176

Other funds holding MORN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return

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

Vanguard Capital Management reduced its Morningstar (MORN) stake by 9.6% in Q2 2026, selling an estimated $16.5M and leaving 894,406 shares worth $140M. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

Vanguard Capital Management first reported a position in MORN in Q1 2026 and has held it in 2 quarters since. The position peaked at $167M in Q1 2026. 413 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Vanguard Capital Management held 894,406 shares of Morningstar worth $140M as of Q2 2026.
  • Vanguard Capital Management sold 95,061 Morningstar shares in Q2 2026, an estimated $16.5M.
  • Morningstar made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #1360 holding.
  • Vanguard Capital Management first reported a position in Morningstar in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Capital Management's Morningstar position peaked at $167M in Q1 2026.
  • 413 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

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