MGC — VANGUARD WORLD FD

Ownership history in Ascent Group, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Ascent Group, LLC reported a position in VANGUARD WORLD FD (MGC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.83% (2025 Q4)
Avg. % of fund
1.28%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 212,869 +5,419 +2.6% 1.83% $53.5M $251.17
2025 Q3 ADDED 207,450 +105,551 +103.6% 1.79% $50.6M $243.51
2025 Q2 ADDED 101,899 +33,284 +48.5% 0.89% $22.9M $223.85
2025 Q1 INITIATED 68,615 — — 0.59% $13.8M $199.93
% of Fund (quarterly)    MGC price (monthly, adj. close)

Other funds also holding MGC

As of 2025 Q4 — sorted by position size

Investment Planning Advisors, Inc. 9.96% WIN ADVISORS, INC 3Y 8.92% FSA WEALTH PARTNERS, INC. 3Y 7Y 8.07% Blackston Financial Advisory Group, LLC 3Y 6.1% Procyon Advisors, LLC 3Y 5.63% West Wealth Group, LLC 3Y 5.41% LEAVELL INVESTMENT MANAGEMENT, INC. 3Y 7Y 5.23% Colorado Capital Management, Inc. 3Y 7Y 5.03% Macco Financial Group, Inc. 4.79% Verus Financial Partners, Inc. 3Y 7Y 4.71%
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