SCS Capital Management’s Vanguard Morningstar 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 Q2	$6.52M	Buy	80,882 +518	+0.6%	+$40.2K	0.06%	134
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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

SCS Capital Management increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.64% in Q2 2026, buying an estimated $40.2K and bringing the position to 80,882 shares worth $6.52M. The position accounts for 0.06% of the portfolio, ranked #134.

SCS Capital Management first reported a position in VO in Q1 2025 and has held it in 6 quarters since. 2,486 funds tracked by Wall St. Rank hold VO as of Q2 2026.

SCS Capital Management held 80,882 shares of Vanguard Morningstar Mid-Cap ETF worth $6.52M as of Q2 2026.
SCS Capital Management bought 518 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $40.2K.
Vanguard Morningstar Mid-Cap ETF made up 0.06% of SCS Capital Management's portfolio in Q2 2026, its #134 holding.
SCS Capital Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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