Legacy Advisory Services’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Legacy Advisory Services’s Portfolio MGC Stock Details MGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.39M	Sell	8,469 -26	-0.3%	-$7.25K	1.72%	13
2026 Q2	$2.32M	Sell	8,495 -1	-0%	-$266	1.64%	15
2026 Q1	$2.01M	Sell	8,496 -12,178	-59%	-$3.02M	1.53%	15
2025 Q4	$5.19M	Buy	20,674 +8	+0%	+$1.99K	3.9%	8
2025 Q3	$5.04M	Buy	20,666 +244	+1%	+$57.1K	3.8%	8
2025 Q2	$4.59M	Sell	20,422 -757	-4%	-$157K	3.64%	8
2025 Q1	$4.27M	Sell	21,179 -7,950	-27%	-$1.69M	3.6%	8
2024 Q4	$6.19M	Sell	29,129 -1	-0%	-$213	5.28%	5
2024 Q3	$6.02M	Buy	29,130 +1,304	+5%	+$260K	5.17%	5
2024 Q2	$5.49M	Buy	27,826 +145	+0.5%	+$27.3K	5.02%	5
2024 Q1	$5.17M	Sell	27,681 -2,564	-8%	-$457K	4.9%	6
2023 Q4	$5.12M	Buy	+30,245	New	+$4.81M	5.4%	6

Other funds holding MGC

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return

Legacy Advisory Services's MGC Position: Q3 2026 in Review

Legacy Advisory Services reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.31% in Q3 2026, selling an estimated $7.25K and leaving 8,469 shares worth $2.39M. The position accounts for 1.72% of the portfolio, ranked #13.

Legacy Advisory Services first reported a position in MGC in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.19M in Q4 2024. 164 funds tracked by Wall St. Rank hold MGC as of Q3 2026.

Legacy Advisory Services held 8,469 shares of Vanguard Morningstar Mega Cap ETF worth $2.39M as of Q3 2026.
Legacy Advisory Services sold 26 Vanguard Morningstar Mega Cap ETF shares in Q3 2026, an estimated $7.25K.
Vanguard Morningstar Mega Cap ETF made up 1.72% of Legacy Advisory Services's portfolio in Q3 2026, its #13 holding.
Legacy Advisory Services first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2023 and has held it in 12 quarters since.
Legacy Advisory Services's Vanguard Morningstar Mega Cap ETF position peaked at $6.19M in Q4 2024.
164 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.