MGK — VANGUARD WORLD FD

Ownership history in CAP Partners, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which CAP Partners, LLC reported a position in VANGUARD WORLD FD (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
0.78% (2025 Q3)
Avg. % of fund
0.56%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 3,400 +996 +41.4% 0.78% $1.4M $402.04
2025 Q2 ADDED 2,404 +867 +56.4% 0.55% $880K $365.51
2025 Q1 INITIATED 1,537 — — 0.34% $475K $308.00
% of Fund (quarterly)    MGK price (monthly, adj. close)

Other funds also holding MGK

As of 2025 Q4 — sorted by position size

Cassaday & Co Wealth Management LLC 3Y 31.93% VCU Investment Management Co 3Y 7Y 27.36% AMARA FINANCIAL, LLC. 18.75% Erickson Financial Group, LLC 3Y 18.24% Zeit Capital LLC 3Y 15.75% ANGELES WEALTH MANAGEMENT, LLC 3Y 13.42% Wells Financial Advisors INC 3Y 13.13% Praetorian Wealth Management, Inc. 3Y 13.06% Investment Insight Wealth Management, LLC 12.02% Portfolio Strategies, Inc. 3Y 7Y 11.4%
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