SCS Capital Management’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

SCS Capital Management’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	$1.31M	Buy	8,043 +36	+0.4%	+$5.58K	0.01%	251
2026 Q1	$1.16M	Buy	8,007 +44	+0.6%	+$6.52K	0.01%	261
2025 Q4	$1.12M	Buy	7,963 +86	+1%	+$12K	0.01%	268
2025 Q3	$1.08M	Buy	7,877 +41	+0.5%	+$5.48K	0.01%	274
2025 Q2	$1.03M	Hold	7,836	–	–	0.01%	290
2025 Q1	$1.01M	Buy	+7,836	New	+$1.01M	0.01%	260

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 22.9% 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

SCS Capital Management's MGV Position: Q2 2026 in Review

SCS Capital Management increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 0.45% in Q2 2026, buying an estimated $5.58K and bringing the position to 8,043 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #251.

SCS Capital Management first reported a position in MGV in Q1 2025 and has held it in 6 quarters since. 606 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

SCS Capital Management held 8,043 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.31M as of Q2 2026.
SCS Capital Management bought 36 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $5.58K.
Vanguard Morningstar Mega Cap Value ETF made up 0.01% of SCS Capital Management's portfolio in Q2 2026, its #251 holding.
SCS Capital Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
606 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.