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 $800,959. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,779
Previous 4,676
19.18%
Holding current value
$800,959
Previous $1.47 Million
40.29%
% of portfolio
0.01%
Previous 0.02%
Shares
20 transactions
Others Institutions Holding MORN
# of Institutions
494Shares Held
26MCall Options Held
61KPut Options Held
8K-
Vanguard Group Inc Valley Forge, PA2.61MShares$553 Million0.01% of portfolio
-
Black Rock Inc. New York, NY2.54MShares$538 Million0.02% of portfolio
-
Select Equity Group, L.P. New York, NY2.1MShares$446 Million2.4% of portfolio
-
Morgan Stanley New York, NY1.96MShares$415 Million0.03% of portfolio
-
Bamco Inc New York, NY1.41MShares$300 Million0.93% of portfolio
About Morningstar, Inc.
- Ticker MORN
- Exchange NASDAQ
- Sector Financial Services
- Industry Financial Data & Stock Exchanges
- Shares Outstandng 42,446,200
- Market Cap $9B
- 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...