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Legacy Investment Solutions’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Legacy Investment Solutions’s Portfolio MGV Stock Details MGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$442K Buy
+3,370
New +$423K 0.23% 54
2024
Q4 		$108K Buy
828
+1
+0.1% +$129 0.07% 86
2024
Q3 		$108K Buy
+827
New +$102K 0.06% 83

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Morgan Stanley
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Legacy Investment Solutions opened a new position in Vanguard Mega Cap Value ETF (MGV) in Q2 2025: 3,370 shares worth $442K. The stake represents 0.23% of the portfolio and ranks #54 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in MGV as recently as Q4 2024.

Legacy Investment Solutions first reported a position in MGV in Q3 2024 and has held it in 3 quarters since. 495 funds tracked by Wall St. Rank hold MGV as of Q2 2025.

  • Legacy Investment Solutions held 3,370 shares of Vanguard Mega Cap Value ETF worth $442K as of Q2 2025.
  • Vanguard Mega Cap Value ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Vanguard Mega Cap Value ETF made up 0.23% of Legacy Investment Solutions's portfolio in Q2 2025, its #54 holding.
  • Legacy Investment Solutions first reported a position in Vanguard Mega Cap Value ETF in Q3 2024 and has held it in 3 quarters since.
  • 495 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q2 2025.

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