MGK β€” VANGUARD WORLD FD

Ownership history in Cornerstone Management, Inc.  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Management, Inc. 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.05% (2024 Q2)
πŸ“Š Avg. % of fund
0.04%
πŸ“… First filed
2024 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
2
% of Fund (quarterly)    MGK price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 533 -120 -18.4% 0.04% $214K $402.04
2024 Q2 INITIATED 653 β€” β€” 0.05% $205K β€”

🏒 Other funds also holding MGK

As of 2025 Q4 β€” 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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