Vanguard Personalized Indexing Management
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Vanguard Personalized Indexing Management’s MSCI MSCI Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.69M Buy
11,939
+2,203
+23% +$1.29M 0.05% 283
2026
Q1 		$5.25M Buy
9,736
+418
+4% +$236K 0.05% 301
2025
Q4 		$5.35M Sell
9,318
-38
-0.4% -$21.3K 0.05% 293
2025
Q3 		$5.31M Sell
9,356
-443
-5% -$250K 0.05% 298
2025
Q2 		$5.65M Buy
9,799
+223
+2% +$123K 0.06% 262
2025
Q1 		$5.42M Buy
9,576
+454
+5% +$264K 0.08% 225
2024
Q4 		$5.47M Buy
9,122
+528
+6% +$317K 0.08% 204
2024
Q3 		$5.01M Buy
8,594
+1,141
+15% +$619K 0.08% 212
2024
Q2 		$3.59M Buy
7,453
+1,383
+23% +$686K 0.07% 251
2024
Q1 		$3.4M Buy
6,070
+231
+4% +$130K 0.07% 246
2023
Q4 		$3.3M Sell
5,839
-2,055
-26% -$1.06M 0.08% 216
2023
Q3 		$4.05M Buy
7,894
+424
+6% +$223K 0.12% 150
2023
Q2 		$3.51M Sell
7,470
-35
-0.5% -$17.1K 0.11% 176
2023
Q1 		$4.2M Sell
7,505
-283
-4% -$150K 0.15% 124
2022
Q4 		$3.62M Buy
7,788
+179
+2% +$83.3K 0.15% 130
2022
Q3 		$3.21M Buy
7,609
+707
+10% +$324K 0.15% 133
2022
Q2 		$2.85M Buy
6,902
+4,586
+198% +$2M 0.13% 144
2022
Q1 		$1.17M Buy
2,316
+452
+24% +$234K 0.06% 374
2021
Q4 		$1.14M Buy
1,864
+457
+32% +$287K 0.07% 325
2021
Q3 		$856K Buy
1,407
+372
+36% +$227K 0.08% 271
2021
Q2 		$552K Buy
1,035
+407
+65% +$194K 0.06% 439
2021
Q1 		$263K Buy
628
+12
+2% +$5.04K 0.04% 555
2020
Q4 		$275K Buy
+616
New +$242K 0.06% 402

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Vanguard Personalized Indexing Management increased its MSCI (MSCI) stake by 23% in Q2 2026, buying an estimated $1.29M and bringing the position to 11,939 shares worth $6.69M. The position accounts for 0.05% of the portfolio, ranked #283.

Vanguard Personalized Indexing Management first reported a position in MSCI in Q4 2020 and has held it in 23 quarters since. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Vanguard Personalized Indexing Management held 11,939 shares of MSCI worth $6.69M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 2,203 MSCI shares in Q2 2026, an estimated $1.29M.
  • MSCI made up 0.05% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #283 holding.
  • Vanguard Personalized Indexing Management first reported a position in MSCI in Q4 2020 and has held it in 23 quarters since.
  • 1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

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