C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors MGV — VANGUARD WORLD FD

Ownership history in C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors  ·  9 quarters on record

AI Ownership Summary

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors reported VANGUARD WORLD FD (MGV) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.1% in 2026 Q1. The latest visible filing shows MGV at 0.06% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MGV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors'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 Q2

MGV was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% 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
2024 Q2 to 2026 Q2

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 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors held MGV — position size vs. price
% of Fund (quarterly)    MGV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 39.6% -0.3% ✅ 7,458 -4,887 -39.6% 0.06% $1.2M 2026-07-20 $161.04
2026 Q1 ADDED — — — 12,345 +5,412 +78.1% 0.10% $1.8M 2026-04-09 $149.51
2025 Q4 ADDED — — — 6,933 +4,816 +227.5% 0.06% $979K 2026-01-20 $143.53
2025 Q3 UNCHANGED — — — 2,117 — 0% 0.02% $292K 2025-10-21 $136.36
2025 Q2 UNCHANGED — — — 2,117 — 0% 0.03% $278K 2025-08-05 $127.80
2025 Q1 ADDED — — — 2,117 +42 +2.0% 0.02% $272K 2025-05-12 $123.77
2024 Q3 ADDED — — — 2,075 +108 +5.5% 0.02% $266K 2024-10-08 $123.06
2024 Q2 REDUCED 10.8% +8.9% ❌ 1,967 -239 -10.8% 0.03% $233K 2024-08-02 $115.69
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors and MGV

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

How long has C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors reported owning MGV?

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors reported MGV across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported MGV position in C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's portfolio?

The largest reported portfolio weight for MGV was 0.10% in 2026 Q1.

What is the latest reported MGV position on this page?

The most recent filing on this page is 2026 Q2, when C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors reported 7,458 shares, equal to 0.06% of portfolio, with an estimated market value of $1.2M.

What does the chart on this MGV ownership page compare?

The chart compares C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors'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.

How well did C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors time their MGV position?

Based on 13F filing dates vs. subsequent MGV price moves, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on MGV relative to SPY over the holding period was +277.1%.

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