Legacy Financial Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Legacy Financial Advisors’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	$1.06M	Sell	12,091 -274	-2%	-$23.4K	0.13%	132
2026 Q1	$909K	Sell	12,365 -955	-7%	-$75K	0.13%	145
2025 Q4	$1.1M	Sell	13,320 -145	-1%	-$11.9K	0.15%	119
2025 Q3	$1.08M	Sell	13,465 -390	-3%	-$29.9K	0.15%	116
2025 Q2	$1.01M	Buy	13,855 +695	+5%	+$45.8K	0.16%	107
2025 Q1	$813K	Sell	13,160 -50	-0.4%	-$3.37K	0.14%	127
2024 Q4	$907K	Sell	13,210 -30	-0.2%	-$2.02K	0.15%	113
2024 Q3	$853K	Sell	13,240 -430	-3%	-$26.8K	0.14%	117
2024 Q2	$859K	Sell	13,670 -80	-0.6%	-$4.67K	0.15%	111
2024 Q1	$788K	Sell	13,750 -1,950	-12%	-$108K	0.14%	117
2023 Q4	$815K	Sell	15,700 -1,075	-6%	-$52.2K	0.16%	103
2023 Q3	$761K	Sell	16,775 -1,025	-6%	-$48.4K	0.15%	87
2023 Q2	$838K	Sell	17,800 -1,125	-6%	-$48.5K	0.16%	77
2023 Q1	$774K	Buy	18,925 +340	+2%	+$12.9K	0.16%	75
2022 Q4	$640K	Sell	18,585 -16,050	-46%	-$575K	0.14%	87
2022 Q3	$1.21M	Buy	+34,635	New	+$1.36M	0.29%	43

Other funds holding MGK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

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

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

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

VIA

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Legacy Financial Advisors's MGK Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 2.2% in Q2 2026, selling an estimated $23.4K and leaving 12,091 shares worth $1.06M. The position accounts for 0.13% of the portfolio, ranked #132.

Legacy Financial Advisors first reported a position in MGK in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.21M in Q3 2022. 1,020 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

Legacy Financial Advisors held 12,091 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1.06M as of Q2 2026.
Legacy Financial Advisors sold 274 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $23.4K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.13% of Legacy Financial Advisors's portfolio in Q2 2026, its #132 holding.
Legacy Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2022 and has held it in 16 quarters since.
Legacy Financial Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.21M in Q3 2022.
1,020 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.