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Disclosery

MORGAN STANLEY: VLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORGAN STANLEY on VLU, newest first. How the timeline and the estimate are built.

MORGAN STANLEY held 66,710 VLU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,710 shares
    Change vs previous 13F +10,994 shares

    <0.01% of the 13F portfolio, value $15,891,010.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 55,716 shares
    Change vs previous 13F +17,282 shares

    <0.01% of the 13F portfolio, value $11,977,758.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 38,434 shares
    Change vs previous 13F +2,491 shares

    <0.01% of the 13F portfolio, value $8,095,831.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 35,943 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,336,763.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).