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SCS Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

SCS Capital Management’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.77M Sell
80,364
-344
-0.4% -$25.6K 0.06% 132
2025
Q4 		$5.86M Buy
80,708
+1,592
+2% +$116K 0.06% 135
2025
Q3 		$5.81M Sell
79,116
-1,112
-1% -$79.9K 0.06% 142
2025
Q2 		$5.62M Sell
80,228
-172
-0.2% -$11.3K 0.06% 151
2025
Q1 		$5.2M Buy
+80,400
New +$5.4M 0.07% 123

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

SCS Capital Management reduced its Vanguard Mid-Cap ETF (VO) stake by 0.43% in Q1 2026, selling an estimated $25.6K and leaving 80,364 shares worth $5.77M. The position accounts for 0.06% of the portfolio, ranked #132.

SCS Capital Management first reported a position in VO in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.86M in Q4 2025. 2,389 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • SCS Capital Management held 80,364 shares of Vanguard Mid-Cap ETF worth $5.77M as of Q1 2026.
  • SCS Capital Management sold 344 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $25.6K.
  • Vanguard Mid-Cap ETF made up 0.06% of SCS Capital Management's portfolio in Q1 2026, its #132 holding.
  • SCS Capital Management first reported a position in Vanguard Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • SCS Capital Management's Vanguard Mid-Cap ETF position peaked at $5.86M in Q4 2025.
  • 2,389 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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