Vanguard Personalized Indexing Management
MCO icon

Vanguard Personalized Indexing Management’s Moody's MCO Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio MCO Stock Details MCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.1M Buy
28,921
+3,099
+12% +$1.39M 0.11% 141
2026
Q1 		$11.3M Sell
25,822
-302
-1% -$143K 0.11% 150
2025
Q4 		$13.3M Buy
26,124
+1,171
+5% +$571K 0.13% 113
2025
Q3 		$11.9M Buy
24,953
+645
+3% +$325K 0.12% 130
2025
Q2 		$12.2M Buy
24,308
+4,485
+23% +$2.08M 0.14% 126
2025
Q1 		$9.23M Buy
19,823
+1,084
+6% +$522K 0.14% 128
2024
Q4 		$8.87M Buy
18,739
+965
+5% +$461K 0.13% 120
2024
Q3 		$8.44M Buy
17,774
+2,725
+18% +$1.26M 0.14% 123
2024
Q2 		$6.33M Buy
15,049
+3,864
+35% +$1.54M 0.12% 138
2024
Q1 		$4.4M Buy
11,185
+684
+7% +$264K 0.09% 196
2023
Q4 		$4.1M Buy
10,501
+38
+0.4% +$13.2K 0.11% 173
2023
Q3 		$3.31M Buy
10,463
+350
+3% +$119K 0.1% 192
2023
Q2 		$3.52M Buy
10,113
+691
+7% +$219K 0.11% 175
2023
Q1 		$2.88M Buy
9,422
+868
+10% +$262K 0.1% 200
2022
Q4 		$2.38M Buy
8,554
+501
+6% +$137K 0.1% 216
2022
Q3 		$1.96M Buy
8,053
+970
+14% +$282K 0.09% 233
2022
Q2 		$1.93M Sell
7,083
-21
-0.3% -$6.28K 0.09% 221
2022
Q1 		$2.4M Buy
7,104
+1,405
+25% +$472K 0.12% 162
2021
Q4 		$2.23M Buy
5,699
+1,611
+39% +$621K 0.13% 138
2021
Q3 		$1.45M Sell
4,088
-1,129
-22% -$425K 0.13% 153
2021
Q2 		$1.89M Buy
5,217
+2,665
+104% +$887K 0.2% 103
2021
Q1 		$762K Buy
2,552
+569
+29% +$160K 0.12% 192
2020
Q4 		$576K Buy
1,983
+465
+31% +$130K 0.13% 191
2020
Q3 		$440K Buy
1,518
+426
+39% +$122K 0.12% 199
2020
Q2 		$300K Buy
+1,092
New +$277K 0.14% 192

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Vanguard Personalized Indexing Management's MCO Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Moody's (MCO) stake by 12% in Q2 2026, buying an estimated $1.39M and bringing the position to 28,921 shares worth $13.1M. The position accounts for 0.11% of the portfolio, ranked #141.

Vanguard Personalized Indexing Management first reported a position in MCO in Q2 2020 and has held it in 25 quarters since. The position peaked at $13.3M in Q4 2025. 1,401 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Vanguard Personalized Indexing Management held 28,921 shares of Moody's worth $13.1M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 3,099 Moody's shares in Q2 2026, an estimated $1.39M.
  • Moody's made up 0.11% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #141 holding.
  • Vanguard Personalized Indexing Management first reported a position in Moody's in Q2 2020 and has held it in 25 quarters since.
  • Vanguard Personalized Indexing Management's Moody's position peaked at $13.3M in Q4 2025.
  • 1,401 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

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