MGK — VANGUARD WORLD FD

Ownership history in Hoffman, Alan N Investment Management  ·  21 quarters on record

This page tracks every 13F SEC filing in which Hoffman, Alan N Investment Management 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
2.93% (2025 Q4)
Avg. % of fund
0.66%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 12,607 +9,088 +258.3% 2.93% $5.2M $412.77
2025 Q3 UNCHANGED 3,519 — 0% 0.62% $1.4M $402.04
2025 Q2 REDUCED 3,519 -85 -2.4% 0.64% $1.3M $365.51
2025 Q1 REDUCED 3,604 -9 -0.2% 0.57% $1.1M $308.00
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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