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Legacy Wealth Management (Idaho)’s Vanguard 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
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
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 Wealth Management (Idaho)'s MGV Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Vanguard Mega Cap Value ETF (MGV) stake by 2.1% in Q1 2026, buying an estimated $20.4K and bringing the position to 6,743 shares worth $977K. The position accounts for 0.49% of the portfolio, ranked #51.

Legacy Wealth Management (Idaho) first reported a position in MGV in Q3 2024 and has held it in 7 quarters since. 567 funds tracked by Wall St. Rank hold MGV as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 6,743 shares of Vanguard Mega Cap Value ETF worth $977K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 138 Vanguard Mega Cap Value ETF shares in Q1 2026, an estimated $20.4K.
  • Vanguard Mega Cap Value ETF made up 0.49% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #51 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Vanguard Mega Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 567 funds tracked by Wall St. Rank held Vanguard Mega Cap Value ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.