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Legacy Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Legacy Advisors’s Portfolio MGK Stock Details MGK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$280K Hold
4,525
– – 0.03% 342
2024
Q4 		$311K Buy
+4,525
New +$305K 0.03% 307

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Legacy Advisors's MGK Position: Q1 2025 in Review

Legacy Advisors held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q1 2025 at 4,525 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #342.

Legacy Advisors first reported a position in MGK in Q4 2024 and has held it in 2 quarters since. The position peaked at $311K in Q4 2024. 815 funds tracked by Wall St. Rank hold MGK as of Q1 2025.

  • Legacy Advisors held 4,525 shares of Vanguard Morningstar Mega Cap Growth ETF worth $280K as of Q1 2025.
  • Legacy Advisors left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q1 2025.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.03% of Legacy Advisors's portfolio in Q1 2025, its #342 holding.
  • Legacy Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2024 and has held it in 2 quarters since.
  • Legacy Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $311K in Q4 2024.
  • 815 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.