MGV — VANGUARD WORLD FD

Ownership history in WealthShield Partners, LLC  ·  32 quarters on record

This page tracks every 13F SEC filing in which WealthShield Partners, LLC reported a position in VANGUARD WORLD FD (MGV). 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
3.98% (2018 Q4)
Avg. % of fund
1.89%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 71,184 -102 -0.1% 1.11% $10.1M $141.16
2025 Q3 ADDED 71,286 +1,356 +1.9% 1.11% $9.8M $136.94
2025 Q2 ADDED 69,930 +1,085 +1.6% 1.11% $9.2M $129.78
2025 Q1 ADDED 68,845 +4,702 +7.3% 1.14% $8.9M $126.78
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MGV price (monthly, adj. close)

Other funds also holding MGV

As of 2025 Q4 — sorted by position size

Zeit Capital LLC 3Y 18.11% Integrated Capital Management, LLC 12.21% Black Diamond Financial, LLC 3Y 7Y 11.56% BHK Investment Advisors, LLC 3Y 7Y 10.71% Sheridan Capital Management, LLC 10.36% Marmo Financial Group, LLC 3Y 10.07% Praetorian Wealth Management, Inc. 3Y 9.79% Pachira Investments Inc. 3Y 7Y 6.88% Avid Wealth Partners LLC 6.6% ETF Portfolio Partners, Inc. 3Y 7Y 6.37%
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