Vanguard Personalized Indexing Management, LLC / DWD
Vanguard Personalized Indexing Management, LLC’s Morgan Stanley Position
Does Vanguard Personalized Indexing Management, LLC own Morgan Stanley (DWD)? Yes — 204.2K shares worth $34M (+0.33% of its 13F portfolio) as of Q1 2026, up from 197.4K shares the prior filed quarter.
Position Value
$34M
Q1 2026
Shares
204.2K
% of Portfolio
+0.33%
Quarters Held
24
currently held
Position History DWD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 204.2K | $34M | +0.33% |
| Q4 2025 | 197.4K | $35M | +0.34% |
| Q3 2025 | 186.3K | $30M | +0.30% |
| Q2 2025 | 184.4K | $26M | +0.29% |
| Q1 2025 | 140.3K | $16M | +0.24% |
| Q4 2024 | 132.2K | $17M | +0.25% |
| Q3 2024 | 124.5K | $13M | +0.21% |
| Q2 2024 | 114.0K | $11M | +0.21% |
| Q1 2024 | 94.9K | $9M | +0.19% |
| Q4 2023 | 77.1K | $7M | +0.19% |
| Q3 2023 | 105.9K | $9M | +0.26% |
| Q2 2023 | 102.3K | $9M | +0.27% |
| Q1 2023 | 98.0K | $9M | +0.30% |
| Q4 2022 | 87.5K | $7M | +0.31% |
| Q3 2022 | 99.4K | $8M | +0.36% |
| Q2 2022 | 76.2K | $6M | +0.27% |
| Q1 2022 | 49.6K | $4M | +0.21% |
| Q4 2021 | 43.2K | $4M | +0.25% |
| Q3 2021 | 28.4K | $3M | +0.25% |
| Q2 2021 | 24.4K | $2M | +0.23% |
| Q1 2021 | 19.2K | $1M | +0.23% |
| Q4 2020 | 13.2K | $904,000 | +0.20% |
| Q3 2020 | 10.8K | $522,000 | +0.15% |
| Q2 2020 | 7.8K | $376,000 | +0.17% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vanguard Personalized Indexing Management, LLC’s full portfolio or all institutional holders of DWD.