MGV β€” VANGUARD WORLD FD

Ownership history in Dechtman Wealth Management, LLC  Β·  3 quarters on record

AI Ownership Summary

Dechtman Wealth Management, LLC reported VANGUARD WORLD FD (MGV) in 3 quarterly 13F filings from 2024 Q1 through 2024 Q4. Peak portfolio weight reached 5.24% in 2024 Q4. The latest visible filing shows MGV at 5.24% 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 Dechtman 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
2024 Q4

MGV was reported at 5.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.24% in 2024 Q4

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

Time in book
Holding Window
2024 Q1 to 2024 Q4

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 Dechtman Wealth Management, LLC held MGV β€” position size vs. price
% of Fund (quarterly)    MGV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 ADDED 217,034 +166,103 +326.1% 5.24% $27.1M 2025-02-14 (Est.) $128.14
2024 Q3 ADDED 50,931 +30,075 +144.2% 1.34% $6.5M 2024-10-31 $122.46
2024 Q1 INITIATED 20,856 β€” β€” 0.58% $2.5M 2024-04-24 $111.35

🏒 Other funds also holding MGV

As of 2026 Q1 β€” sorted by position size

Crumly & Associates Inc. 3Y 2.17% Noble Wealth Management PBC 0.35% ADIRONDACK TRUST CO 3Y 7Y 0.01%

FAQ About Dechtman 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 Dechtman Wealth Management, LLC reported owning MGV?

Dechtman Wealth Management, LLC reported MGV across 3 quarterly 13F filings, from 2024 Q1 through 2024 Q4.

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

The largest reported portfolio weight for MGV was 5.24% in 2024 Q4.

What is the latest reported MGV position on this page?

The most recent filing on this page is 2024 Q4, when Dechtman Wealth Management, LLC reported 217,034 shares, equal to 5.24% of portfolio, with an estimated market value of $27.1M.

What does the chart on this MGV ownership page compare?

The chart compares Dechtman 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.

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