Legacy Advisory Services’s Vanguard Mega Cap 300 Index 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 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 $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Legacy Advisory Services's MGC Position: Q1 2026 in Review

Legacy Advisory Services reduced its Vanguard Mega Cap 300 Index ETF (MGC) stake by 59% in Q1 2026, selling an estimated $3.02M and leaving 8,496 shares worth $2.01M. The position accounts for 1.53% of the portfolio, ranked #15.

Legacy Advisory Services first reported a position in MGC in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.19M in Q4 2024. 505 funds tracked by Wall St. Rank hold MGC as of Q1 2026.

Legacy Advisory Services held 8,496 shares of Vanguard Mega Cap 300 Index ETF worth $2.01M as of Q1 2026.
Legacy Advisory Services sold 12,178 Vanguard Mega Cap 300 Index ETF shares in Q1 2026, an estimated $3.02M.
Vanguard Mega Cap 300 Index ETF made up 1.53% of Legacy Advisory Services's portfolio in Q1 2026, its #15 holding.
Legacy Advisory Services first reported a position in Vanguard Mega Cap 300 Index ETF in Q4 2023 and has held it in 10 quarters since.
Legacy Advisory Services's Vanguard Mega Cap 300 Index ETF position peaked at $6.19M in Q4 2024.
505 funds tracked by Wall St. Rank held Vanguard Mega Cap 300 Index ETF as of Q1 2026.

Based on Legacy Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.