Ownership history in MA Private Wealth · 9 quarters on record
This page tracks every 13F SEC filing in which MA Private Wealth 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 71,914 | -1,125 | -1.5% | 3.01% | $18.1M | $251.17 |
| 2025 Q3 | REDUCED | 73,039 | -295 | -0.4% | 3.00% | $17.8M | $243.51 |
| 2025 Q2 | REDUCED | 73,334 | -817 | -1.1% | 2.95% | $16.5M | $223.85 |
| 2025 Q1 | ADDED | 74,151 | +1,072 | +1.5% | 2.81% | $14.9M | $199.93 |
| 2024 Q4 | ADDED | 73,079 | +2,324 | +3.3% | 2.91% | $15.5M | $210.51 |
| 2024 Q3 | REDUCED | 70,755 | -2,065 | -2.8% | 2.73% | $14.6M | $203.96 |
| 2024 Q2 | ADDED | 72,820 | +2,259 | +3.2% | 2.84% | $14.4M | $194.14 |
| 2024 Q1 | ADDED | 70,561 | +3,643 | +5.4% | 2.67% | $13.2M | $183.32 |
| 2023 Q4 | INITIATED | 66,918 | — | — | 2.41% | $11.3M | — |
As of 2025 Q4 — sorted by position size