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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 22.94% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SCS Capital Management's MGV Position: Q1 2026 in Review

SCS Capital Management increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 0.55% in Q1 2026, buying an estimated $6.52K and bringing the position to 8,007 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #261.

SCS Capital Management first reported a position in MGV in Q1 2025 and has held it in 5 quarters since. 569 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

SCS Capital Management held 8,007 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.16M as of Q1 2026.
SCS Capital Management bought 44 Vanguard Morningstar Mega Cap Value ETF shares in Q1 2026, an estimated $6.52K.
Vanguard Morningstar Mega Cap Value ETF made up 0.01% of SCS Capital Management's portfolio in Q1 2026, its #261 holding.
SCS Capital Management first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
569 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.