Legend Financial Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

Legend Financial Advisors’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 Q3	–	Sell	-200	Closed	-$14.6K	–	110
2025 Q2	$14.6K	Buy	+200	New	+$13.2K	0.01%	99
2025 Q1	–	Sell	-200	Closed	-$13.7K	–	163
2024 Q4	$13.7K	Hold	200	–	–	0.01%	101
2024 Q3	$12.9K	Hold	200	–	–	0.01%	92
2024 Q2	$12.6K	Buy	+200	New	+$11.7K	0.01%	131
2024 Q1	–	Sell	-200	Closed	-$10.4K	–	193
2023 Q4	$10.4K	Hold	200	–	–	0.01%	124
2023 Q3	$9.08K	Hold	200	–	–	0.01%	140
2023 Q2	$9.41K	Sell	200 -555	-74%	-$23.9K	0.01%	154
2023 Q1	$30.9K	Hold	755	–	–	0.03%	79
2022 Q4	$26K	Hold	755	–	–	0.02%	96
2022 Q3	$26.3K	Buy	+755	New	+$29.7K	0.02%	86

Other funds holding MGK

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

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

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

Legend Financial Advisors's MGK Position: Q3 2025 in Review

Legend Financial Advisors sold out of Vanguard Morningstar Mega Cap Growth ETF (MGK) in Q3 2025, closing a stake of 200 shares — an estimated $14.6K sold.

Legend Financial Advisors first reported a position in MGK in Q3 2022 and held it in 10 quarters. The position peaked at $30.9K in Q1 2023. 901 funds tracked by Wall St. Rank hold MGK as of Q3 2025.

Legend Financial Advisors reported no remaining Vanguard Morningstar Mega Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 200 Vanguard Morningstar Mega Cap Growth ETF shares in Q3 2025, an estimated $14.6K.
Legend Financial Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q3 2022 and held it in 10 quarters.
Legend Financial Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $30.9K in Q1 2023.
901 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.