Legacy Wealth Management (Idaho)’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Legacy Wealth Management (Idaho)’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
2026 Q2	$1.1M	Buy	6,748 +5	+0.1%	+$776	0.45%	56
2026 Q1	$977K	Buy	6,743 +138	+2%	+$20.4K	0.49%	51
2025 Q4	$932K	Buy	6,605 +2,802	+74%	+$390K	0.45%	52
2025 Q3	$524K	Buy	3,803 +433	+13%	+$57.9K	0.24%	67
2025 Q2	$442K	Buy	3,370 +2,542	+307%	+$319K	0.23%	54
2025 Q1	$107K	Hold	828	–	–	0.08%	96
2024 Q4	$108K	Buy	828 +1	+0.1%	+$129	0.07%	86
2024 Q3	$108K	Buy	+827	New	+$102K	0.06%	83

Other funds holding MGV

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s MGV Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its Vanguard Morningstar Mega Cap Value ETF (MGV) stake by 0.07% in Q2 2026, buying an estimated $776 and bringing the position to 6,748 shares worth $1.1M. The position accounts for 0.45% of the portfolio, ranked #56.

Legacy Wealth Management (Idaho) first reported a position in MGV in Q3 2024 and has held it in 8 quarters since. 606 funds tracked by Wall St. Rank hold MGV as of Q2 2026.

Legacy Wealth Management (Idaho) held 6,748 shares of Vanguard Morningstar Mega Cap Value ETF worth $1.1M as of Q2 2026.
Legacy Wealth Management (Idaho) bought 5 Vanguard Morningstar Mega Cap Value ETF shares in Q2 2026, an estimated $776.
Vanguard Morningstar Mega Cap Value ETF made up 0.45% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #56 holding.
Legacy Wealth Management (Idaho) first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
606 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.