Vanguard Personalized Indexing Management
MORN icon

Vanguard Personalized Indexing Management’s Morningstar MORN Stock Holding History

Vanguard Personalized Indexing 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 		$611K Sell
3,915
-3,110
-44% -$540K 0.01% 1288
2026
Q1 		$1.19M Buy
7,025
+1,806
+35% +$336K 0.01% 843
2025
Q4 		$1.13M Buy
5,219
+1,440
+38% +$312K 0.01% 852
2025
Q3 		$877K Sell
3,779
-897
-19% -$239K 0.01% 971
2025
Q2 		$1.47M Buy
4,676
+788
+20% +$233K 0.02% 687
2025
Q1 		$1.17M Buy
3,888
+233
+6% +$73.4K 0.02% 708
2024
Q4 		$1.23M Buy
3,655
+373
+11% +$127K 0.02% 682
2024
Q3 		$1.05M Buy
3,282
+279
+9% +$86.7K 0.02% 744
2024
Q2 		$888K Buy
3,003
+256
+9% +$75.8K 0.02% 730
2024
Q1 		$847K Sell
2,747
-12
-0.4% -$3.46K 0.02% 743
2023
Q4 		$790K Buy
2,759
+1,261
+84% +$329K 0.02% 770
2023
Q3 		$351K Buy
1,498
+185
+14% +$41.8K 0.01% 1056
2023
Q2 		$258K Buy
1,313
+19
+1% +$3.76K 0.01% 1211
2023
Q1 		$263K Sell
1,294
-200
-13% -$44K 0.01% 1184
2022
Q4 		$324K Sell
1,494
-348
-19% -$79.3K 0.01% 952
2022
Q3 		$391K Sell
1,842
-566
-24% -$135K 0.02% 865
2022
Q2 		$582K Sell
2,408
-401
-14% -$101K 0.03% 745
2022
Q1 		$767K Buy
2,809
+983
+54% +$278K 0.04% 611
2021
Q4 		$624K Buy
1,826
+819
+81% +$254K 0.04% 611
2021
Q3 		$261K Sell
1,007
-27
-3% -$7.09K 0.02% 831
2021
Q2 		$266K Sell
1,034
-245
-19% -$59.4K 0.03% 782
2021
Q1 		$288K Buy
1,279
+211
+20% +$49.4K 0.04% 523
2020
Q4 		$247K Buy
+1,068
New +$212K 0.05% 442

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
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
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

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

Vanguard Personalized Indexing Management reduced its Morningstar (MORN) stake by 44% in Q2 2026, selling an estimated $540K and leaving 3,915 shares worth $611K. The position accounts for 0.01% of the portfolio, ranked #1288.

Vanguard Personalized Indexing Management first reported a position in MORN in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.47M in Q2 2025. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Vanguard Personalized Indexing Management held 3,915 shares of Morningstar worth $611K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 3,110 Morningstar shares in Q2 2026, an estimated $540K.
  • Morningstar made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1288 holding.
  • Vanguard Personalized Indexing Management first reported a position in Morningstar in Q4 2020 and has held it in 23 quarters since.
  • Vanguard Personalized Indexing Management's Morningstar position peaked at $1.47M in Q2 2025.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

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