Jackson Square Capital’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Jackson Square Capital’s Portfolio MGV Stock Details MGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$240K	Hold	1,471	–	–	0.03%	128
2026 Q1	$213K	Hold	1,471	–	–	0.04%	125
2025 Q4	$208K	Hold	1,471	–	–	0.04%	147
2025 Q3	$203K	Buy	+1,471	New	+$197K	0.04%	140
2022 Q2	–	Sell	-1,866	Closed	-$200K	–	169
2022 Q1	$200K	Buy	+1,866	New	+$198K	0.06%	175
2020 Q4	–	Sell	-1,936	Closed	-$148K	–	263
2020 Q3	$148K	Hold	1,936	–	–	0.07%	145
2020 Q2	$142K	Sell	1,936 -199	-9%	-$14.4K	0.07%	121
2020 Q1	$141K	Hold	2,135	–	–	0.11%	85
2019 Q4	$186K	Buy	+2,135	New	+$179K	0.11%	98

Other funds holding MGV

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jackson Square Capital's MGV Position: Q2 2026 in Review

Jackson Square Capital held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 1,471 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #128.

Jackson Square Capital first reported a position in MGV in Q4 2019 and has held it in 9 quarters since. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Jackson Square Capital held 1,471 shares of Vanguard Morningstar Mega Cap Value ETF worth $240K as of Q2 2026.
Jackson Square Capital left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.03% of Jackson Square Capital's portfolio in Q2 2026, its #128 holding.
Jackson Square Capital first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2019 and has held it in 9 quarters since.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Jackson Square Capital's 13F filing for Q2 2026, filed 21 Jul 2026.