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

Legacy 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
2025
Q1 		– Sell
-3,010
Closed -$207K – 162
2024
Q4 		$207K Buy
+3,010
New +$203K 0.05% 153
2024
Q1 		– Sell
-7,575
Closed -$393K – 156
2023
Q4 		$393K Hold
7,575
– – 0.1% 118
2023
Q3 		$344K Hold
7,575
– – 0.1% 120
2023
Q2 		$357K Buy
+7,575
New +$326K 0.1% 120

Other funds holding MGK

AssetMark Inc
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Legacy Trust's MGK Position: Q1 2025 in Review

Legacy Trust sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q1 2025, closing a stake of 3,010 shares — an estimated $207K sold.

Legacy Trust first reported a position in MGK in Q2 2023 and held it in 4 quarters. The position peaked at $393K in Q4 2023. 815 funds tracked by Wall St. Rank hold MGK as of Q1 2025.

  • Legacy Trust reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Legacy Trust sold 3,010 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2025, an estimated $207K.
  • Legacy Trust first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2023 and held it in 4 quarters.
  • Legacy Trust's Vanguard Morningstar Mega Cap Growth ETF position peaked at $393K in Q4 2023.
  • 815 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2025.

Based on Legacy Trust's 13F filing for Q1 2025, filed 16 Apr 2025.