MGC VANGUARD WORLD FD

Ownership history in Sensible Financial Planning & Management, LLC.  ·  25 quarters on record

AI Ownership Summary

Sensible Financial Planning & Management, LLC. reported VANGUARD WORLD FD (MGC) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 2.83% in 2025 Q2. The latest visible filing shows MGC at 2.81% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MGC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sensible Financial Planning & Management, LLC.'s position in VANGUARD WORLD FD, 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 Q3

MGC was reported at 2.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.83% in 2025 Q2

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 Q3

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 Sensible Financial Planning & Management, LLC. held MGC — position size vs. price
% of Fund (quarterly)    MGC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 63,370 -2,840 -4.3% 2.81% $15.5M 2025-11-14 (Est.) $246.12
2025 Q2 ADDED 66,210 +1,462 +2.3% 2.83% $14.9M 2025-08-08 $231.08
2025 Q1 ADDED 64,748 +9,529 +17.3% 2.60% $13.0M 2025-04-28 $197.11
2024 Q4 ADDED 55,219 +10,548 +23.6% 2.43% $11.7M 2025-02-07 $215.03
2024 Q3 ADDED 44,671 +2,004 +4.7% 1.82% $9.2M 2024-10-28 $205.90
2024 Q2 ADDED 42,667 +1,910 +4.7% 1.82% $8.4M 2024-07-18 $195.91
2024 Q1 ADDED 40,757 +896 +2.2% 1.68% $7.6M 2024-05-06 $181.06
2023 Q4 ADDED 39,861 +346 +0.9% 1.58% $6.7M 2024-02-02 $173.08
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sensible Financial Planning & Management, LLC. and MGC

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

How long has Sensible Financial Planning & Management, LLC. reported owning MGC?

Sensible Financial Planning & Management, LLC. reported MGC across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported MGC position in Sensible Financial Planning & Management, LLC.'s portfolio?

The largest reported portfolio weight for MGC was 2.83% in 2025 Q2.

What is the latest reported MGC position on this page?

The most recent filing on this page is 2025 Q3, when Sensible Financial Planning & Management, LLC. reported 63,370 shares, equal to 2.81% of portfolio, with an estimated market value of $15.5M.

What does the chart on this MGC ownership page compare?

The chart compares Sensible Financial Planning & Management, LLC.'s quarterly MGC 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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