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Legacy Advisory Services’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Legacy Advisory Services’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
2026
Q2 		$760K Buy
8,647
+237
+3% +$20.2K 0.54% 19
2026
Q1 		$618K Buy
8,410
+505
+6% +$39.7K 0.47% 18
2025
Q4 		$653K Sell
7,905
-345
-4% -$28.3K 0.49% 20
2025
Q3 		$664K Buy
8,250
+275
+3% +$21.1K 0.5% 20
2025
Q2 		$584K Sell
7,975
-650
-8% -$42.8K 0.46% 22
2025
Q1 		$533K Sell
8,625
-1,135
-12% -$76.6K 0.45% 24
2024
Q4 		$671K Sell
9,760
-50
-0.5% -$3.37K 0.57% 26
2024
Q3 		$632K Sell
9,810
-220
-2% -$13.7K 0.54% 24
2024
Q2 		$630K Hold
10,030
– – 0.58% 24
2024
Q1 		$575K Sell
10,030
-935
-9% -$51.6K 0.54% 24
2023
Q4 		$569K Buy
+10,965
New +$532K 0.6% 21

Other funds holding MGK

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

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

Legacy Advisory Services increased its Vanguard Mega Cap Growth ETF (MGK) stake by 2.8% in Q2 2026, buying an estimated $20.2K and bringing the position to 8,647 shares worth $760K. The position accounts for 0.54% of the portfolio, ranked #19.

Legacy Advisory Services first reported a position in MGK in Q4 2023 and has held it in 11 quarters since. 303 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • Legacy Advisory Services held 8,647 shares of Vanguard Mega Cap Growth ETF worth $760K as of Q2 2026.
  • Legacy Advisory Services bought 237 Vanguard Mega Cap Growth ETF shares in Q2 2026, an estimated $20.2K.
  • Vanguard Mega Cap Growth ETF made up 0.54% of Legacy Advisory Services's portfolio in Q2 2026, its #19 holding.
  • Legacy Advisory Services first reported a position in Vanguard Mega Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 303 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2026.

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