Vanguard Personalized Indexing Management
MS icon

Vanguard Personalized Indexing Management’s Morgan Stanley MS Stock Holding History

Vanguard Personalized Indexing 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
Q2 		$44.9M Buy
214,934
+10,732
+5% +$2.13M 0.37% 42
2026
Q1 		$33.6M Buy
204,202
+6,804
+3% +$1.18M 0.33% 45
2025
Q4 		$35M Buy
197,398
+11,064
+6% +$1.85M 0.34% 41
2025
Q3 		$29.6M Buy
186,334
+1,898
+1% +$280K 0.3% 42
2025
Q2 		$26M Buy
184,436
+44,161
+31% +$5.42M 0.29% 50
2025
Q1 		$16.4M Buy
140,275
+8,058
+6% +$1.04M 0.24% 69
2024
Q4 		$16.6M Buy
132,217
+7,677
+6% +$945K 0.25% 59
2024
Q3 		$13M Buy
124,540
+10,538
+9% +$1.06M 0.21% 74
2024
Q2 		$10.9M Buy
114,002
+19,125
+20% +$1.82M 0.21% 78
2024
Q1 		$8.93M Buy
94,877
+17,784
+23% +$1.57M 0.19% 85
2023
Q4 		$7.19M Sell
77,093
-28,759
-27% -$2.3M 0.18% 92
2023
Q3 		$8.64M Buy
105,852
+3,556
+3% +$309K 0.26% 56
2023
Q2 		$8.74M Buy
102,296
+4,282
+4% +$366K 0.27% 53
2023
Q1 		$8.6M Buy
98,014
+10,511
+12% +$981K 0.3% 53
2022
Q4 		$7.44M Sell
87,503
-11,882
-12% -$1.01M 0.31% 51
2022
Q3 		$7.85M Buy
99,385
+23,194
+30% +$1.95M 0.36% 43
2022
Q2 		$5.79M Buy
76,191
+26,548
+53% +$2.17M 0.27% 62
2022
Q1 		$4.34M Buy
49,643
+6,455
+15% +$623K 0.21% 73
2021
Q4 		$4.24M Buy
43,188
+14,747
+52% +$1.47M 0.25% 66
2021
Q3 		$2.77M Buy
28,441
+4,077
+17% +$404K 0.25% 71
2021
Q2 		$2.23M Buy
24,364
+5,137
+27% +$440K 0.23% 81
2021
Q1 		$1.49M Buy
19,227
+6,032
+46% +$462K 0.23% 88
2020
Q4 		$904K Buy
13,195
+2,391
+22% +$137K 0.2% 112
2020
Q3 		$522K Buy
10,804
+3,024
+39% +$152K 0.15% 168
2020
Q2 		$376K Buy
+7,780
New +$327K 0.17% 145

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its Morgan Stanley (MS) stake by 5.3% in Q2 2026, buying an estimated $2.13M and bringing the position to 214,934 shares worth $44.9M. The position accounts for 0.37% of the portfolio, ranked #42.

Vanguard Personalized Indexing Management first reported a position in MS in Q2 2020 and has held it in 25 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Vanguard Personalized Indexing Management held 214,934 shares of Morgan Stanley worth $44.9M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 10,732 Morgan Stanley shares in Q2 2026, an estimated $2.13M.
  • Morgan Stanley made up 0.37% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #42 holding.
  • Vanguard Personalized Indexing Management first reported a position in Morgan Stanley in Q2 2020 and has held it in 25 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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