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SC&H Financial Advisors’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

SC&H Financial Advisors’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
Q3 		$233K Hold
1,448
– – 0.03% 145
2026
Q2 		$237K Hold
1,448
– – 0.03% 152
2026
Q1 		$210K Hold
1,448
– – 0.03% 153
2025
Q4 		$204K Buy
+1,448
New +$201K 0.03% 159

Other funds holding MGV

AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $312M AUM 20.69% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

SC&H Financial Advisors's MGV Position: Q3 2026 in Review

SC&H Financial Advisors held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q3 2026 at 1,448 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #145.

SC&H Financial Advisors first reported a position in MGV in Q4 2025 and has held it in 4 quarters since. The position peaked at $237K in Q2 2026. 72 funds tracked by Wall St. Rank hold MGV as of Q3 2026.

  • SC&H Financial Advisors held 1,448 shares of Vanguard Morningstar Mega Cap Value ETF worth $233K as of Q3 2026.
  • SC&H Financial Advisors left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mega Cap Value ETF made up 0.03% of SC&H Financial Advisors's portfolio in Q3 2026, its #145 holding.
  • SC&H Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • SC&H Financial Advisors's Vanguard Morningstar Mega Cap Value ETF position peaked at $237K in Q2 2026.
  • 72 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2026.

Based on SC&H Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.