Vanguard Group Inc Morningstar, Inc. Transaction History

Vanguard Group Inc

$5.37 Trillion
Q1 2025

A detailed history of Vanguard Group Inc transactions in Morningstar, Inc. stock. As of the latest transaction made, Vanguard Group Inc holds 2,660,458 shares of MORN stock, worth $692 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,660,458

Previous 2,803,611 5.11%

Holding current value

$692 Million

Previous $944 Million 15.5%

% of portfolio

0.01%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$282.49 - $334.73 $40.4 Million - $47.9 Million	-143,153 Reduced 5.11%	2,660,458 $798 Million
Q4 2024 Feb 11, 2025	BUY	$312.56 - $358.78 $16.1 Million - $18.5 Million	51,598 Added 1.87%	2,803,611 $944 Million
Q3 2024 Nov 13, 2024	BUY	$295.85 - $326.31 $4.09 Million - $4.52 Million	13,840 Added 0.51%	2,752,013 $878 Million
Q2 2024 Aug 13, 2024	BUY	$282.65 - $315.06 $44.5 Million - $49.6 Million	157,460 Added 6.1%	2,738,173 $810 Million
Q1 2024 May 10, 2024	BUY	$272.04 - $310.74 $1.1 Million - $1.26 Million	4,043 Added 0.16%	2,580,713 $796 Million
Q4 2023 Feb 14, 2024	BUY	$220.07 - $288.88 $5.24 Million - $6.88 Million	23,812 Added 0.93%	2,576,670 $738 Million
Q3 2023 Nov 14, 2023	BUY	$194.0 - $255.43 $14.6 Million - $19.2 Million	75,275 Added 3.04%	2,552,858 $598 Million
Q2 2023 Aug 14, 2023	SELL	$172.03 - $209.11 $2.42 Million - $2.94 Million	-14,057 Reduced 0.56%	2,477,583 $486 Million
Q1 2023 May 15, 2023	BUY	$181.22 - $256.64 $3.08 Million - $4.36 Million	17,007 Added 0.69%	2,491,640 $506 Million
Q4 2022 Feb 10, 2023	BUY	$209.09 - $249.98 $7.45 Million - $8.9 Million	35,612 Added 1.46%	2,474,633 $536 Million
Q3 2022 Nov 14, 2022	BUY	$209.97 - $260.0 $6.43 Million - $7.97 Million	30,642 Added 1.27%	2,439,021 $518 Million
Q2 2022 Aug 12, 2022	BUY	$223.6 - $291.12 $1.16 Million - $1.51 Million	5,177 Added 0.22%	2,408,379 $582 Million
Q1 2022 May 13, 2022	BUY	$255.56 - $336.03 $33.2 Million - $43.7 Million	129,956 Added 5.72%	2,403,202 $656 Million
Q4 2021 Feb 14, 2022	BUY	$255.01 - $346.61 $1.36 Million - $1.85 Million	5,347 Added 0.24%	2,273,246 $777 Million
Q3 2021 Nov 12, 2021	SELL	$244.27 - $281.46 $23.6 Million - $27.2 Million	-96,537 Reduced 4.08%	2,267,899 $587 Million
Q2 2021 Aug 13, 2021	BUY	$231.0 - $265.21 $546 Million - $627 Million	2,364,436 New	2,364,436 $608 Million

Others Institutions Holding MORN

# of Institutions

507

Shares Held

25.6M

Call Options Held

12.4K

Put Options Held

3.7K

View Full List

About Morningstar, Inc.

Ticker MORN
Exchange NASDAQ
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 42,446,200
Market Cap $11B
Description
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating service...

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Vanguard Group Inc Morningstar, Inc. Transaction History