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MSMS
Showing 8 of 25 quarters

Position history for Vanguard Personalized Indexing Management, LLCVanguard Personalized Indexing Management, LLC's holdings in MORGAN STANLEY

Vanguard Personalized Indexing Management, LLC holds 214,934 shares of MS (MORGAN STANLEY), worth $44.9M as of 2026-Q2. The position was increased (+5.3% shares). MS represents 0.4% of Vanguard Personalized Indexing Management, LLC's portfolio.

Current Value

$44.9M

Current Shares

214,934

Total Value Change

+$31.9M

Total Shares Change

+90,394

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
214,934
+5.3%
$44.9M0.4%$207.90
37
2026-Q1
Increased
204,202
+3.5%
$33.6M0.3%$162.79
36
2025-Q4
Increased
197,398
+5.9%
$35M0.3%$174.65
37
2025-Q3
Increased
186,334
+1.0%
$29.6M0.3%$155.44
35
2025-Q2
Increased
184,436
+31.5%
$26M0.3%$136.79
44
2025-Q1
Increased
140,275
+6.1%
$16.4M0.2%$112.39
36
2024-Q4
Increased
132,217
+6.2%
$16.6M0.3%$120.31
36
2024-Q3
Increased
124,540
+9.2%
$13M0.2%$98.97
37

Other major holders of MS: MITSUBISHI UFJ FINANCIAL GROUP INC, BNP PARIBAS FINANCIAL MARKETS

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