MGV β€” VANGUARD WORLD FD

Ownership history in AMARA FINANCIAL, LLC.  Β·  6 quarters on record

AI Ownership Summary

AMARA FINANCIAL, LLC. reported VANGUARD WORLD FD (MGV) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 5.77% in 2024 Q3. The latest visible filing shows MGV at 5.59% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MGV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AMARA FINANCIAL, LLC.'s position in VANGUARD WORLD FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MGV was reported at 5.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.77% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AMARA FINANCIAL, LLC. held MGV β€” position size vs. price
% of Fund (quarterly)    MGV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 57,216 +4,520 +8.6% 5.59% $8.1M 2026-02-14 (Est.) $151.81
2025 Q3 ADDED 52,696 +5,677 +12.1% 5.35% $7.3M 2025-11-10 $136.50
2025 Q2 ADDED 47,019 +1,457 +3.2% 5.43% $6.2M 2025-08-11 $129.02
2025 Q1 ADDED 45,562 +1,669 +3.8% 5.42% $5.9M 2025-04-25 $119.74
2024 Q4 REDUCED 43,893 -3,086 -6.6% 5.06% $5.5M 2025-02-06 $127.94
2024 Q3 INITIATED 46,979 β€” β€” 5.77% $6.0M 2024-11-07 $126.49

🏒 Other funds also holding MGV

As of 2026 Q1 β€” sorted by position size

Crumly & Associates Inc. 3Y 2.17% Noble Wealth Management PBC 0.35%

FAQ About AMARA FINANCIAL, LLC. and MGV

These are the practical questions this page is built to answer before you even open the full history table.

How long has AMARA FINANCIAL, LLC. reported owning MGV?

AMARA FINANCIAL, LLC. reported MGV across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported MGV position in AMARA FINANCIAL, LLC.'s portfolio?

The largest reported portfolio weight for MGV was 5.77% in 2024 Q3.

What is the latest reported MGV position on this page?

The most recent filing on this page is 2025 Q4, when AMARA FINANCIAL, LLC. reported 57,216 shares, equal to 5.59% of portfolio, with an estimated market value of $8.1M.

What does the chart on this MGV ownership page compare?

The chart compares AMARA FINANCIAL, LLC.'s quarterly MGV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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