MGK β€” VANGUARD WORLD FD MEGA GRWTH IND

Ownership history in L.M. KOHN & COMPANY  Β·  3 quarters on record

AI Ownership Summary

L.M. KOHN & COMPANY reported VANGUARD WORLD FD MEGA GRWTH IND (MGK) in 3 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.23% in 2024 Q1. The latest visible filing shows MGK at 0.20% 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 MGK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was L.M. KOHN & COMPANY's position in VANGUARD WORLD FD MEGA GRWTH IND, 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 Q2

MGK was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2024 Q1

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 Q2

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 L.M. KOHN & COMPANY held MGK β€” position size vs. price
% of Fund (quarterly)    MGK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 2,049 -760 -27.1% 0.20% $750K 2025-08-04 $378.23
2024 Q1 ADDED 2,809 +549 +24.3% 0.23% $805K 2024-04-25 $270.54
2023 Q4 INITIATED 2,260 β€” β€” 0.19% $586K 2024-02-09 $280.54

FAQ About L.M. KOHN & COMPANY and MGK

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

How long has L.M. KOHN & COMPANY reported owning MGK?

L.M. KOHN & COMPANY reported MGK across 3 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported MGK position in L.M. KOHN & COMPANY's portfolio?

The largest reported portfolio weight for MGK was 0.23% in 2024 Q1.

What is the latest reported MGK position on this page?

The most recent filing on this page is 2025 Q2, when L.M. KOHN & COMPANY reported 2,049 shares, equal to 0.20% of portfolio, with an estimated market value of $750K.

What does the chart on this MGK ownership page compare?

The chart compares L.M. KOHN & COMPANY's quarterly MGK 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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