Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$126,117,176
+$28,956,200 QoQ
Shares Held
603,316
+2.2% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#153
of 2,723 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Vanguard Investments Australia, Ltd. holds $451,846,547 across 37 Capital Markets names. MS ranks #2 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
124,901 | $126,321,124 | |
| 2 | MS |
Morgan Stanley
This page
|
603,316 | $126,117,176 | |
| 3 | SCHW |
Schwab Charles Corp
|
842,480 | $77,735,629 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
384,292 | $38,536,801 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
216,667 | $18,858,695 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
40,371 | $11,371,703 | |
| 7 | IREN |
IREN Ltd
|
154,169 | $7,050,148 | |
| 8 | TW |
Tradeweb Markets Inc.
|
55,049 | $5,486,183 |
All Filings in MS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $126,117,176 | 603,316 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $97,160,976 | 590,393 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||