SouthState Corp’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

SouthState Corp’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	$78.5K	Hold	480	–	–	﹤0.01%	447
2026 Q1	$69.6K	Hold	480	–	–	﹤0.01%	419
2025 Q4	$67.8K	Hold	480	–	–	﹤0.01%	421
2025 Q3	$66.1K	Sell	480 -150	-24%	-$20.1K	﹤0.01%	422
2025 Q2	$82.7K	Hold	630	–	–	﹤0.01%	452
2025 Q1	$81.2K	Hold	630	–	–	﹤0.01%	459
2024 Q4	$78.7K	Hold	630	–	–	0.01%	329
2024 Q3	$80.8K	Hold	630	–	–	0.01%	327
2024 Q2	$74.7K	Hold	630	–	–	0.01%	339
2024 Q1	$75.3K	Hold	630	–	–	0.01%	334
2023 Q4	$68.9K	Sell	630 -55	-8%	-$5.68K	0.01%	325
2023 Q3	$69.5K	Hold	685	–	–	0.01%	317
2023 Q2	$71.1K	Hold	685	–	–	0.01%	320
2023 Q1	$69.2K	Hold	685	–	–	0.01%	346
2022 Q4	$70.5K	Buy	+685	New	+$68.9K	0.01%	359

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 22.96% 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

SouthState Corp's MGV Position: Q2 2026 in Review

SouthState Corp held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q2 2026 at 480 shares worth $78.5K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

SouthState Corp first reported a position in MGV in Q4 2022 and has held it in 15 quarters since. The position peaked at $82.7K in Q2 2025. 600 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

SouthState Corp held 480 shares of Vanguard Morningstar Mega Cap Value ETF worth $78.5K as of Q2 2026.
SouthState Corp left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mega Cap Value ETF made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #447 holding.
SouthState Corp first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
SouthState Corp's Vanguard Morningstar Mega Cap Value ETF position peaked at $82.7K in Q2 2025.
600 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.