Vanguard Personalized Indexing Management, LLC
Position in MS — Morgan Stanley
CIK 1767306
OAKLAND, CA
Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$44,929,803
+$11,324,280 QoQ
Shares Held
214,934
+5.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#288
of 2,736 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $160,104,836 across 36 Capital Markets names. MS ranks #2 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
54,465 | $55,084,267 | |
| 2 | MS |
Morgan Stanley
This page
|
214,934 | $44,929,803 | |
| 3 | SCHW |
Schwab Charles Corp
|
198,471 | $18,312,919 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
80,724 | $8,095,002 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
51,842 | $4,512,327 | |
| 6 | EVR |
Evercore Inc.
|
12,677 | $4,328,434 | |
| 7 | NMR |
Nomura Holdings Inc
|
374,709 | $3,289,945 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
7,740 | $2,180,203 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,929,803 | 214,934 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $33,605,523 | 204,202 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $35,044,066 | 197,398 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $29,619,652 | 186,334 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $25,979,654 | 184,436 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $16,365,884 | 140,275 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $16,622,321 | 132,217 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $12,982,049 | 124,540 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $11,079,854 | 114,002 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,933,618 | 94,877 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,188,922 | 77,093 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $8,644,932 | 105,852 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,736,078 | 102,296 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $8,605,629 | 98,014 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,439,505 | 87,503 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,852,408 | 99,385 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,795,087 | 76,191 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,338,798 | 49,643 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,239,334 | 43,188 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $2,767,593 | 28,441 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,233,935 | 24,364 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,493,168 | 19,227 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $904,253 | 13,195 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $522,373 | 10,804 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $375,774 | 7,780 | Shares | Sole | 2020-07-27 | |
| No filing history on record for this holder in this stock. | ||||||