Position in MSCI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,686,317
+$1,438,516 QoQ
Shares Held
11,939
+22.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#291
of 1,074 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $72,938,936 across 11 Financial Data & Stock Exchanges names. MSCI ranks #5 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
46,902 | $18,071,347 | |
| 2 | MCO |
Moodys Corp /De/
|
28,921 | $13,098,899 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
84,764 | $10,435,296 | |
| 4 | CME |
Cme Group Inc.
|
46,322 | $10,229,287 | |
| 5 | MSCI |
MSCI Inc.
This page
|
11,939 | $6,686,317 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
62,144 | $4,898,190 | |
| 7 | COIN |
Coinbase Global, Inc.
|
24,260 | $3,546,569 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
11,887 | $2,884,618 |
All Filings in MSCI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,686,317 | 11,939 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,247,801 | 9,736 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,346,016 | 9,318 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,308,687 | 9,356 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $5,651,475 | 9,799 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,415,228 | 9,576 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,473,291 | 9,122 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,009,700 | 8,594 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,590,482 | 7,453 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,401,931 | 6,070 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,302,830 | 5,839 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,050,253 | 7,894 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,505,596 | 7,470 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $4,200,473 | 7,505 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,622,743 | 7,788 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,209,400 | 7,609 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,844,659 | 6,902 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,164,670 | 2,316 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,142,054 | 1,864 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $855,934 | 1,407 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $551,737 | 1,035 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $263,307 | 628 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $275,062 | 616 | Shares | Sole | 2021-01-20 | |
| No filing history on record for this holder in this stock. | ||||||