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VANGUARD CAPITAL MANAGEMENT LLC

Position in MORN — Morningstar, Inc.

CIK 2100119 MALVERN, PA

Position in MORN

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$139,545,224
-$27,724,172 QoQ
Shares Held
894,406
-9.6% QoQ
Ownership
2.38%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 419 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MORN Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

VANGUARD CAPITAL MANAGEMENT LLC holds $32,165,229,317 across 14 Financial Data & Stock Exchanges names. MORN ranks #11 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in MORN

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $139,545,224 894,406
2026-03-31 $167,269,396 989,467