Virtue Capital Management, LLC

Position in MS — Morgan Stanley

CIK 1729985 BRENTWOOD, TN

Position in MS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$236,424

+$11,786 QoQ

Shares Held

1,131

-17.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,276

of 2,722 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Virtue Capital Management, LLC holds $9,804,461 across 5 Capital Markets names. MS ranks #4 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HOOD	Robinhood Markets, Inc.	56,752	$5,691,090
2	IBKR	Interactive Brokers Group, Inc.	35,315	$3,073,817
3	SCHW	Schwab Charles Corp	6,216	$573,550
4	MS	Morgan Stanley This page	1,131	$236,424
5	GS	Goldman Sachs Group Inc	227	$229,580

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$236,424	1,131	-17.1%	Shares	Sole	2026-08-05
2026-03-31	$224,638	1,365	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.