Vanguard Fiduciary Trust
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Vanguard Fiduciary Trust’s Moelis & Co MC Stock Holding History

Vanguard Fiduciary Trust’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 		$35M Buy
534,677
+20,255
+4% +$1.33M 0.01% 1059
2026
Q1 		$29.3M Buy
+514,422
New +$33.4M 0.01% 1092

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
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

Vanguard Fiduciary Trust's MC Position: Q2 2026 in Review

Vanguard Fiduciary Trust increased its Moelis & Co (MC) stake by 3.9% in Q2 2026, buying an estimated $1.33M and bringing the position to 534,677 shares worth $35M. The position accounts for 0.01% of the portfolio, ranked #1059.

Vanguard Fiduciary Trust first reported a position in MC in Q1 2026 and has held it in 2 quarters since. 392 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Vanguard Fiduciary Trust held 534,677 shares of Moelis & Co worth $35M as of Q2 2026.
  • Vanguard Fiduciary Trust bought 20,255 Moelis & Co shares in Q2 2026, an estimated $1.33M.
  • Moelis & Co made up 0.01% of Vanguard Fiduciary Trust's portfolio in Q2 2026, its #1059 holding.
  • Vanguard Fiduciary Trust first reported a position in Moelis & Co in Q1 2026 and has held it in 2 quarters since.
  • 392 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Vanguard Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.