MPWM ADVISORY SOLUTIONS, LLC MGK β€” VANGUARD MEGA

Ownership history in MPWM ADVISORY SOLUTIONS, LLC  Β·  5 quarters on record

AI Ownership Summary

MPWM ADVISORY SOLUTIONS, LLC reported VANGUARD MEGA (MGK) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.55% in 2024 Q4. The latest visible filing shows MGK at 0.37% 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 MPWM ADVISORY SOLUTIONS, LLC's position in VANGUARD MEGA, 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

MGK was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% in 2024 Q4

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

Time in book
Holding Window
2024 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.

How MPWM ADVISORY SOLUTIONS, LLC 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 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 1,606 β€” 0% 0.37% $663K 2026-02-14 (Est.) $76.87
2025 Q3 UNCHANGED β€” β€” β€” 1,606 β€” 0% 0.38% $646K 2025-11-14 $81.56
2025 Q2 UNCHANGED β€” β€” β€” 1,606 β€” 0% 0.37% $588K 2025-08-14 $77.69
2025 Q1 REDUCED 26.9% +18.7% ❌ 1,606 -592 -26.9% 0.36% $496K 2025-05-15 $68.82
2024 Q4 INITIATED β€” β€” β€” 2,198 β€” β€” 0.55% $755K 2025-02-18 $71.08

FAQ About MPWM ADVISORY SOLUTIONS, LLC and MGK

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

How long has MPWM ADVISORY SOLUTIONS, LLC reported owning MGK?

MPWM ADVISORY SOLUTIONS, LLC reported MGK across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported MGK position in MPWM ADVISORY SOLUTIONS, LLC's portfolio?

The largest reported portfolio weight for MGK was 0.55% in 2024 Q4.

What is the latest reported MGK position on this page?

The most recent filing on this page is 2025 Q4, when MPWM ADVISORY SOLUTIONS, LLC reported 1,606 shares, equal to 0.37% of portfolio, with an estimated market value of $663K.

What does the chart on this MGK ownership page compare?

The chart compares MPWM ADVISORY SOLUTIONS, LLC'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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