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Legacy Private Trust’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Legacy Private Trust’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 		$303K Hold
3,275
– – 0.02% 230
2026
Q2 		$288K Hold
3,275
– – 0.02% 231
2026
Q1 		$241K Hold
3,275
– – 0.01% 245
2025
Q4 		$270K Hold
3,275
– – 0.02% 235
2025
Q3 		$264K Hold
3,275
– – 0.02% 235
2025
Q2 		$240K Sell
3,275
-375
-10% -$24.7K 0.02% 231
2025
Q1 		$225K Buy
+3,650
New +$246K 0.02% 233

Other funds holding MGK

FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Legacy Private Trust's MGK Position: Q3 2026 in Review

Legacy Private Trust held its Vanguard Morningstar Mega Cap Growth ETF (MGK) position steady in Q3 2026 at 3,275 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #230.

Legacy Private Trust first reported a position in MGK in Q1 2025 and has held it in 7 quarters since. 57 funds tracked by Wall St. Rank hold MGK as of Q3 2026.

  • Legacy Private Trust held 3,275 shares of Vanguard Morningstar Mega Cap Growth ETF worth $303K as of Q3 2026.
  • Legacy Private Trust left its Vanguard Morningstar Mega Cap Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.02% of Legacy Private Trust's portfolio in Q3 2026, its #230 holding.
  • Legacy Private Trust first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2025 and has held it in 7 quarters since.
  • 57 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.