Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$12,120,348
-$981,727 QoQ
Shares Held
57,981
-27.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#516
of 2,722 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Jun 30, 2022CallValue
$1,521
CallShares
20
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Banque Cantonale Vaudoise holds $35,192,353 across 11 Capital Markets names. MS ranks #2 (34.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
14,059 | $14,218,850 | |
| 2 | MS |
Morgan Stanley
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|
57,981 | $12,120,348 | |
| 3 | XP |
XP Inc.
|
160,000 | $2,601,600 | |
| 4 | SCHW |
Schwab Charles Corp
|
26,197 | $2,417,197 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
15,924 | $1,386,024 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
3,739 | $1,053,201 | |
| 7 | IREN |
IREN Ltd
|
14,887 | $680,782 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
5,399 | $541,411 |
All Filings in MS
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28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,120,348 | 57,981 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $13,102,075 | 79,614 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $14,111,504 | 79,488 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $13,045,211 | 82,066 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $13,007,575 | 92,344 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $9,732,494 | 83,419 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $7,745,970 | 74,309 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,211,024 | 63,906 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $7,139,305 | 75,821 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $5,365,978 | 57,544 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,853,158 | 59,424 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,161,149 | 60,435 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,431,873 | 96,035 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,548,309 | 41,735 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,146,049 | 52,475 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,521 | 20 | Call | Sole | 2022-08-02 | |
| 2022-06-30 | $3,991,248 | 52,475 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,324,115 | 49,475 | Shares | Sole | 2022-05-09 | |
| 2022-03-31 | $1,748 | 20 | Call | Sole | 2022-05-09 | |
| 2021-12-31 | $4,856,466 | 49,475 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $1,963 | 20 | Call | Sole | 2022-02-14 | |
| 2021-09-30 | $6,157,290 | 63,275 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $4,946,767 | 53,951 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $2,132,621 | 27,461 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,376,209 | 34,674 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,368,401 | 28,302 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,492,376 | 51,602 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,567,468 | 46,102 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||