MGK VANGUARD WORLD FD MEGA GRWTH IND

Ownership history in ASSETMARK, INC  ·  43 quarters on record

This page tracks every 13F SEC filing in which ASSETMARK, INC reported a position in VANGUARD WORLD FD MEGA GRWTH IND (MGK). 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
7.34% (2025 Q3)
Avg. % of fund
3.67%
First filed
2015 Q2
Last filed
2025 Q4
Quarters held
43
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 8,590,832 +87,636 +1.0% 7.23% $3.55B $412.77
2025 Q3 ADDED 8,503,196 +558,602 +7.0% 7.34% $3.42B $402.04
2025 Q2 ADDED 7,944,594 +227,615 +2.9% 6.87% $2.91B $365.51
2025 Q1 ADDED 7,716,979 +258,515 +3.5% 5.90% $2.15B $308.00
39 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MGK price (monthly, adj. close)
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