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 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

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

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

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

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

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Legacy Advisory Services's MGC Position: Q2 2026 in Review

Legacy Advisory Services reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 0.01% in Q2 2026, selling an estimated $266 and leaving 8,495 shares worth $2.32M. The position accounts for 1.64% of the portfolio, ranked #15.

Legacy Advisory Services first reported a position in MGC in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.19M in Q4 2024. 530 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Legacy Advisory Services held 8,495 shares of Vanguard Morningstar Mega Cap ETF worth $2.32M as of Q2 2026.
Legacy Advisory Services sold 1 Vanguard Morningstar Mega Cap ETF share in Q2 2026, an estimated $266.
Vanguard Morningstar Mega Cap ETF made up 1.64% of Legacy Advisory Services's portfolio in Q2 2026, its #15 holding.
Legacy Advisory Services first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2023 and has held it in 11 quarters since.
Legacy Advisory Services's Vanguard Morningstar Mega Cap ETF position peaked at $6.19M in Q4 2024.
530 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.