MGK — VANGUARD WORLD FD

Ownership history in Steffes Financial, Ltd.  ·  1 quarter on record

This page tracks every 13F SEC filing in which Steffes Financial, Ltd. reported a position in VANGUARD WORLD FD (MGK). 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.

Peak position
0.14% (2025 Q4)
Avg. % of fund
0.14%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 633 — — 0.14% $261K $412.77
% of Fund (quarterly)    MGK price (monthly, adj. close)

Other funds also holding MGK

As of 2025 Q4 — sorted by position size

Cassaday & Co Wealth Management LLC 3Y 31.93% VCU Investment Management Co 3Y 7Y 27.36% AMARA FINANCIAL, LLC. 18.75% Erickson Financial Group, LLC 3Y 18.24% Zeit Capital LLC 3Y 15.75% ANGELES WEALTH MANAGEMENT, LLC 3Y 13.42% Wells Financial Advisors INC 3Y 13.13% Praetorian Wealth Management, Inc. 3Y 13.06% Investment Insight Wealth Management, LLC 12.02% Portfolio Strategies, Inc. 3Y 7Y 11.4%
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