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MS
Showing 8 of 24 quarters

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

Vanguard Personalized Indexing Management, LLC holds 204,202 shares of MS (MORGAN STANLEY), worth $33.6M as of 2026-Q1. The position was increased (+3.5% shares). MS represents 0.3% of Vanguard Personalized Indexing Management, LLC's portfolio.

Current Value

$33.6M

Current Shares

204,202

Total Value Change

+$22.7M

Total Shares Change

+90,200

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
204,202
+3.5%
$33.6M0.3%$165.95
36
2025-Q4
Increased
197,398
+5.9%
$35M0.3%$178.10
37
2025-Q3
Increased
186,334
+1.0%
$29.6M0.3%$159.31
35
2025-Q2
Increased
184,436
+31.5%
$26M0.3%$138.11
44
2025-Q1
Increased
140,275
+6.1%
$16.4M0.2%$112.32
36
2024-Q4
Increased
132,217
+6.2%
$16.6M0.3%$121.65
36
2024-Q3
Increased
124,540
+9.2%
$13M0.2%$99.93
37
2024-Q2
Increased
114,002
+20.2%
$10.9M0.2%$92.46
39

Other major holders of MS: MITSUBISHI UFJ FINANCIAL GROUP INC

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