Legacy Advisory Services
MGK icon

Legacy Advisory Services’s Vanguard Morningstar 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
Q3 		$438K Sell
4,731
-3,916
-45% -$349K 0.31% 51
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% -$3.36K 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

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Black Diamond Financial
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Bernardo Wealth Planning
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PWM
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Legacy Advisory Services's MGK Position: Q3 2026 in Review

Legacy Advisory Services reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 45% in Q3 2026, selling an estimated $349K and leaving 4,731 shares worth $438K. The position accounts for 0.31% of the portfolio, ranked #51.

Legacy Advisory Services first reported a position in MGK in Q4 2023 and has held it in 12 quarters since. The position peaked at $760K in Q2 2026. 386 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

  • Legacy Advisory Services held 4,731 shares of Vanguard Morningstar Mega Cap Growth ETF worth $438K as of Q3 2026.
  • Legacy Advisory Services sold 3,916 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2026, an estimated $349K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.31% of Legacy Advisory Services's portfolio in Q3 2026, its #51 holding.
  • Legacy Advisory Services first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • Legacy Advisory Services's Vanguard Morningstar Mega Cap Growth ETF position peaked at $760K in Q2 2026.
  • 386 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

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