Vanguard Capital Management
MS icon

Vanguard Capital Management’s Morgan Stanley MS Stock Holding History

Vanguard Capital Management’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14.6B Sell
77,536,977
-163,664
-0.2% -$34.8M 0.31% 51
2026
Q2 		$16.2B Sell
77,700,641
-14,491
-0% -$2.87M 0.35% 49
2026
Q1 		$12.8B Buy
+77,715,132
New +$13.5B 0.32% 48

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Capital Management's MS Position: Q3 2026 in Review

Vanguard Capital Management reduced its Morgan Stanley (MS) stake by 0.21% in Q3 2026, selling an estimated $34.8M and leaving 77,536,977 shares worth $14.6B. The position accounts for 0.31% of the portfolio, ranked #51.

Vanguard Capital Management first reported a position in MS in Q1 2026 and has held it in 3 quarters since. The position peaked at $16.2B in Q2 2026. 2,341 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Vanguard Capital Management held 77,536,977 shares of Morgan Stanley worth $14.6B as of Q3 2026.
  • Vanguard Capital Management sold 163,664 Morgan Stanley shares in Q3 2026, an estimated $34.8M.
  • Morgan Stanley made up 0.31% of Vanguard Capital Management's portfolio in Q3 2026, its #51 holding.
  • Vanguard Capital Management first reported a position in Morgan Stanley in Q1 2026 and has held it in 3 quarters since.
  • Vanguard Capital Management's Morgan Stanley position peaked at $16.2B in Q2 2026.
  • 2,341 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Vanguard Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.