Vanguard Personalized Indexing Management
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Vanguard Personalized Indexing Management’s Moelis & Co MC Stock Holding History

Vanguard Personalized Indexing 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 		$1.16M Buy
17,746
+2,111
+14% +$138K 0.01% 912
2026
Q1 		$891K Buy
15,635
+258
+2% +$16.8K 0.01% 990
2025
Q4 		$1.06M Buy
15,377
+744
+5% +$49.7K 0.01% 890
2025
Q3 		$1.04M Buy
14,633
+2,359
+19% +$168K 0.01% 883
2025
Q2 		$765K Buy
12,274
+3,019
+33% +$169K 0.01% 1012
2025
Q1 		$540K Buy
9,255
+2,276
+33% +$160K 0.01% 1076
2024
Q4 		$516K Buy
6,979
+35
+0.5% +$2.53K 0.01% 1099
2024
Q3 		$476K Buy
6,944
+554
+9% +$35.8K 0.01% 1116
2024
Q2 		$363K Buy
6,390
+193
+3% +$10.4K 0.01% 1180
2024
Q1 		$352K Buy
6,197
+779
+14% +$42.5K 0.01% 1202
2023
Q4 		$304K Buy
5,418
+472
+10% +$22.2K 0.01% 1218
2023
Q3 		$223K Buy
+4,946
New +$233K 0.01% 1256
2023
Q2 		– Sell
-5,929
Closed -$228K – 1505
2023
Q1 		$228K Sell
5,929
-861
-13% -$37K 0.01% 1259
2022
Q4 		$261K Buy
6,790
+145
+2% +$5.88K 0.01% 1029
2022
Q3 		$225K Buy
6,645
+780
+13% +$32.7K 0.01% 1071
2022
Q2 		$231K Buy
+5,865
New +$256K 0.01% 1079

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 Personalized Indexing Management's MC Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Moelis & Co (MC) stake by 14% in Q2 2026, buying an estimated $138K and bringing the position to 17,746 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #912.

Vanguard Personalized Indexing Management first reported a position in MC in Q2 2022 and has held it in 16 quarters since. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Vanguard Personalized Indexing Management held 17,746 shares of Moelis & Co worth $1.16M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 2,111 Moelis & Co shares in Q2 2026, an estimated $138K.
  • Moelis & Co made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #912 holding.
  • Vanguard Personalized Indexing Management first reported a position in Moelis & Co in Q2 2022 and has held it in 16 quarters since.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.