Question 1

How many shares of VIG does MORGAN STANLEY own?

Accepted Answer

As of 2026-Q1, MORGAN STANLEY holds 13M shares of VIG (VANGUARD SPECIALIZED FUNDS).

Question 2

What is MORGAN STANLEY's VIG position worth?

Accepted Answer

As of 2026-Q1, MORGAN STANLEY's VIG position is worth $2.8B.

Question 3

Is MORGAN STANLEY buying or selling VIG?

Accepted Answer

In 2026-Q1, MORGAN STANLEY increased their VIG position (+1.9% change in shares).

Question 4

When did MORGAN STANLEY first buy VIG?

Accepted Answer

Based on available 13F filings, MORGAN STANLEY first reported a position in VIG in 2024-Q2. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	13M	+1.9%	$2.8B	0.2%	$225.18	39
2025-Q4	Increased	12.8M	+2.0%	$2.8B	0.2%	$221.47	39
2025-Q3	Decreased	12.5M	-1.2%	$2.7B	0.2%	$213.73	0
2025-Q2	Increased	12.7M	+1.1%	$2.6B	0.2%	$201.40	38
2025-Q1	Increased	12.5M	+0.9%	$2.4B	0.2%	$189.59	38
2024-Q4	Increased	12.4M	+2.3%	$2.4B	0.2%	$192.48	39
2024-Q3	Increased	12.1M	+1.7%	$2.4B	0.2%	$193.07	39
2024-Q2	New	11.9M	-	$2.2B	0.2%	$177.90	53

VIG8 quarters

VIG
8 quarters