MGC — VANGUARD WORLD FD

Ownership history in Gray Wealth Management Inc.  ·  9 quarters on record

This page tracks every 13F SEC filing in which Gray Wealth Management Inc. 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
3.37% (2024 Q2)
Avg. % of fund
3.13%
First filed
2022 Q4
Last filed
2024 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 40,789 +433 +1.1% 3.29% $8.7M $210.51
2024 Q3 ADDED 40,356 +744 +1.9% 3.29% $8.3M $203.96
2024 Q2 ADDED 39,612 +819 +2.1% 3.37% $7.8M $194.14
2024 Q1 REDUCED 38,793 -15 -0.0% 3.24% $7.2M $183.32
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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