Vanguard Portfolio Management
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Vanguard Portfolio Management’s Moelis & Co MC Stock Holding History

Vanguard Portfolio 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 		$294M Sell
4,487,258
-141,425
-3% -$9.27M 0.01% 996
2026
Q1 		$264M Buy
+4,628,683
New +$301M 0.01% 977

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 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Vanguard Portfolio Management's MC Position: Q2 2026 in Review

Vanguard Portfolio Management reduced its Moelis & Co (MC) stake by 3.1% in Q2 2026, selling an estimated $9.27M and leaving 4,487,258 shares worth $294M. The position accounts for 0.01% of the portfolio, ranked #996.

Vanguard Portfolio Management first reported a position in MC in Q1 2026 and has held it in 2 quarters since. 390 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Vanguard Portfolio Management held 4,487,258 shares of Moelis & Co worth $294M as of Q2 2026.
  • Vanguard Portfolio Management sold 141,425 Moelis & Co shares in Q2 2026, an estimated $9.27M.
  • Moelis & Co made up 0.01% of Vanguard Portfolio Management's portfolio in Q2 2026, its #996 holding.
  • Vanguard Portfolio Management first reported a position in Moelis & Co in Q1 2026 and has held it in 2 quarters since.
  • 390 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

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