MGC — VANGUARD WORLD FD

Ownership history in Forvis Mazars Wealth Advisors, LLC  ·  24 quarters on record

AI Ownership Summary

Forvis Mazars Wealth Advisors, LLC reported VANGUARD WORLD FD (MGC) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.48% in 2023 Q4. The latest visible filing shows MGC at 0.89% 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 MGC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Forvis Mazars Wealth Advisors, 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
2025 Q4

MGC was reported at 0.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.48% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 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.

MGC stock page Forvis Mazars Wealth Advisors, LLC fund profile Forvis Mazars Wealth Advisors, LLC full holdings
How Forvis Mazars Wealth Advisors, LLC held MGC — position size vs. price
% of Fund (quarterly)    MGC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 188,156 -5,064 -2.6% 0.89% $47.3M 2026-02-14 (Est.) $246.94
2025 Q3 REDUCED 193,220 -4,661 -2.4% 0.94% $47.2M 2025-10-30 $249.44
2025 Q2 REDUCED 197,881 -2,851 -1.4% 0.96% $44.5M 2025-07-29 $229.35
2025 Q1 REDUCED 200,732 -29,455 -12.8% 0.97% $40.4M 2025-05-13 $210.23
2024 Q4 REDUCED 230,187 -56,614 -19.7% 1.13% $49.0M 2025-02-04 $215.63
2024 Q3 REDUCED 286,801 -4,581 -1.6% 1.36% $59.3M 2024-11-14 $210.72
2024 Q2 REDUCED 291,382 -19,197 -6.2% 1.43% $57.5M 2024-08-09 $188.27
2024 Q1 REDUCED 310,579 -2,981 -1.0% 1.47% $58.0M 2024-04-19 $173.19
2023 Q4 ADDED 313,560 +2,005 +0.6% 1.48% $53.1M 2024-01-11 $165.91
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MGC

As of 2026 Q1 — sorted by position size

Colorado Capital Management, Inc. 3Y 7Y 5.24% Praetorian Wealth Management, Inc. 3Y 4.34% FIDUCIARY ADVISORS, INC. 4.25% STEPH & CO 3Y 2.98% McClarren Financial Advisors, Inc. 3Y 2.26% Capital Advantage, Inc. 3Y 7Y 1.82% HILLTOP WEALTH ADVISORS, LLC 3Y 1.67% BEACON FINANCIAL GROUP 3Y 7Y 1.52% Baker Ellis Asset Management LLC 3Y 7Y 1.0% SILVIA MCCOLL WEALTH MANAGEMENT, LLC 0.98%

FAQ About Forvis Mazars Wealth Advisors, LLC and MGC

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

How long has Forvis Mazars Wealth Advisors, LLC reported owning MGC?

Forvis Mazars Wealth Advisors, LLC reported MGC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MGC position in Forvis Mazars Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for MGC was 1.48% in 2023 Q4.

What is the latest reported MGC position on this page?

The most recent filing on this page is 2025 Q4, when Forvis Mazars Wealth Advisors, LLC reported 188,156 shares, equal to 0.89% of portfolio, with an estimated market value of $47.3M.

What does the chart on this MGC ownership page compare?

The chart compares Forvis Mazars Wealth Advisors, LLC's quarterly MGC 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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