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 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 $4.69B AUM 20.56% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

VIA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Legacy Financial Advisors's MGK Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 7.2% in Q1 2026, selling an estimated $75K and leaving 12,365 shares worth $909K. The position accounts for 0.13% of the portfolio, ranked #145.

Legacy Financial Advisors first reported a position in MGK in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.21M in Q3 2022. 955 funds tracked by Wall St. Rank hold MGK as of Q1 2026.

Legacy Financial Advisors held 12,365 shares of Vanguard Morningstar Mega Cap Growth ETF worth $909K as of Q1 2026.
Legacy Financial Advisors sold 955 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2026, an estimated $75K.
Vanguard Morningstar Mega Cap Growth ETF made up 0.13% of Legacy Financial Advisors's portfolio in Q1 2026, its #145 holding.
Legacy Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2022 and has held it in 15 quarters since.
Legacy Financial Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.21M in Q3 2022.
955 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.