Vanguard Personalized Indexing Management, LLC
Position in MS — Morgan Stanley
CIK 1767306
OAKLAND, CA
Position in MS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$33,605,523
-$1,438,543 QoQ
Shares Held
204,202
+3.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Vanguard Personalized Indexing Management, LLC holds $129,967,544 across 34 Capital Markets names. MS ranks #2 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
50,383 | $42,623,514 | |
| 2 | MS |
Morgan Stanley
This page
|
204,202 | $33,605,523 | |
| 3 | SCHW |
Schwab Charles Corp
|
205,293 | $19,293,436 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
73,892 | $5,120,715 | |
| 5 | EVR |
Evercore Inc.
|
12,453 | $3,717,345 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
49,556 | $3,323,720 | |
| 7 | NMR |
Nomura Holdings Inc
|
351,457 | $2,772,995 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
8,354 | $2,513,133 |
All Filings in MS
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||