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Legacy Investment Solutions’s Vanguard Mega Cap Growth ETF MGK Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$279K Buy
+3,810
New +$251K 0.15% 67
2024
Q4 		$272K Hold
3,900
– – 0.17% 63
2024
Q3 		$265K Buy
+3,900
New +$243K 0.15% 59

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Investment Solutions's MGK Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Vanguard Mega Cap Growth ETF (MGK) in Q2 2025: 3,810 shares worth $279K. The stake represents 0.15% of the portfolio and ranks #67 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in MGK as recently as Q4 2024.

Legacy Investment Solutions first reported a position in MGK in Q3 2024 and has held it in 3 quarters since. 862 funds tracked by Wall St. Rank hold MGK as of Q2 2025.

  • Legacy Investment Solutions held 3,810 shares of Vanguard Mega Cap Growth ETF worth $279K as of Q2 2025.
  • Vanguard Mega Cap Growth ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Vanguard Mega Cap Growth ETF made up 0.15% of Legacy Investment Solutions's portfolio in Q2 2025, its #67 holding.
  • Legacy Investment Solutions first reported a position in Vanguard Mega Cap Growth ETF in Q3 2024 and has held it in 3 quarters since.
  • 862 funds tracked by Wall St. Rank held Vanguard Mega Cap Growth ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.