MGC — VANGUARD WORLD FD

Ownership history in CABANA LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which CABANA 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
5.48% (2023 Q2)
Avg. % of fund
4.74%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,124 -6,934 -76.6% 4.00% $534K $251.17
2023 Q2 INITIATED 9,058 — — 5.48% $1.4M $151.84
% 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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