Vanguard Personalized Indexing Management, LLC Morningstar, Inc. Transaction History
Vanguard Personalized Indexing Management, LLC
- $9.45 Billion
- Q3 2025
A detailed history of Vanguard Personalized Indexing Management, LLC transactions in Morningstar, Inc. stock. As of the latest transaction made, Vanguard Personalized Indexing Management, LLC holds 3,779 shares of MORN stock, worth $802,281. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,779
Previous 4,676
19.18%
Holding current value
$802,281
Previous $1.47 Million
40.29%
% of portfolio
0.01%
Previous 0.02%
Shares
20 transactions
Others Institutions Holding MORN
# of Institutions
493Shares Held
26.1MCall Options Held
10.9KPut Options Held
3.1K-
Vanguard Group Inc Valley Forge, PA2.63MShares$559 Million0.01% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$539 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.07MShares$440 Million0.04% of portfolio
-
Bamco Inc New York, NY1.3MShares$275 Million1.15% of portfolio
-
Select Equity Group, L.P. New York, NY1.11MShares$236 Million1.72% of portfolio
About Morningstar, Inc.
- Ticker MORN
- Exchange NASDAQ
- Sector Financial Services
- Industry Financial Data & Stock Exchanges
- Shares Outstandng 42,446,200
- Market Cap $9.01B
- 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...