Braeburn Wealth Management LLC MGV β€” VANGUARD WORLD FD

Ownership history in Braeburn Wealth Management LLC  Β·  2 quarters on record

AI Ownership Summary

Braeburn Wealth Management LLC reported VANGUARD WORLD FD (MGV) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 16.73% in 2026 Q1. The latest visible filing shows MGV at 16.73% 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 Braeburn Wealth Management 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
2026 Q1

MGV was reported at 16.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
16.73% in 2026 Q1

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

Time in book
Holding Window
2025 Q4 to 2026 Q1

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 Braeburn Wealth Management LLC held MGV β€” position size vs. price
% of Fund (quarterly)    MGV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 201,924 +18,665 +10.2% 16.73% $29.3M 2026-04-17 $150.63
2025 Q4 INITIATED β€” β€” β€” 183,259 β€” β€” 13.21% $25.9M 2026-02-18 $152.04

FAQ About Braeburn Wealth Management 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 Braeburn Wealth Management LLC reported owning MGV?

Braeburn Wealth Management LLC reported MGV across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported MGV position in Braeburn Wealth Management LLC's portfolio?

The largest reported portfolio weight for MGV was 16.73% in 2026 Q1.

What is the latest reported MGV position on this page?

The most recent filing on this page is 2026 Q1, when Braeburn Wealth Management LLC reported 201,924 shares, equal to 16.73% of portfolio, with an estimated market value of $29.3M.

What does the chart on this MGV ownership page compare?

The chart compares Braeburn Wealth Management 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.

← Back to Braeburn Wealth Management LLC Holdings