MGK β€” VANGUARD WORLD FD

Ownership history in SFM, LLC  Β·  5 quarters on record

AI Ownership Summary

SFM, LLC reported VANGUARD WORLD FD (MGK) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.26% in 2025 Q4. The latest visible filing shows MGK at 0.24% 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 SFM, 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
2026 Q1

MGK was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2025 Q4

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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 SFM, LLC held MGK β€” position size vs. price
% of Fund (quarterly)    MGK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1,059 β€” 0% 0.24% $389K 2026-04-08 $383.78
2025 Q4 UNCHANGED 1,059 β€” 0% 0.26% $437K 2026-01-23 $407.18
2025 Q3 UNCHANGED 1,059 β€” 0% 0.25% $426K 2025-10-15 $400.81
2025 Q2 UNCHANGED 1,059 β€” 0% 0.25% $388K 2025-07-17 $373.73
2025 Q1 INITIATED 1,059 β€” β€” 0.24% $327K 2025-04-17 $291.42

FAQ About SFM, 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 SFM, LLC reported owning MGK?

SFM, LLC reported MGK across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported MGK position in SFM, LLC's portfolio?

The largest reported portfolio weight for MGK was 0.26% in 2025 Q4.

What is the latest reported MGK position on this page?

The most recent filing on this page is 2026 Q1, when SFM, LLC reported 1,059 shares, equal to 0.24% of portfolio, with an estimated market value of $389K.

What does the chart on this MGK ownership page compare?

The chart compares SFM, 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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