MGC — VANGUARD WORLD FD VANGUARD MEGA CAP ETF

Ownership history in WIN ADVISORS, INC  ·  7 quarters on record

This page tracks every 13F SEC filing in which WIN ADVISORS, INC reported a position in VANGUARD WORLD FD VANGUARD MEGA CAP ETF (MGC). 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
8.92% (2025 Q4)
Avg. % of fund
3.05%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 83,640 +22,729 +37.3% 8.92% $21.0M $251.17
2024 Q2 ADDED 60,911 +60,674 +25600.8% 5.37% $12.0M $194.14
2022 Q4 UNCHANGED 237 — 0% 0.01% $31K $127.57
2022 Q3 REDUCED 237 -241 -50.4% 0.01% $30K $119.73
2022 Q2 REDUCED 478 -1,193 -71.4% 0.13% $64K $125.85
2022 Q1 REDUCED 1,671 -175,362 -99.1% 0.07% $266K $151.26
2021 Q4 INITIATED 177,033 — — 6.81% $29.8M $159.37
% of Fund (quarterly)    MGC price (monthly, adj. close)

Other funds also holding MGC

As of 2025 Q4 — sorted by position size

Investment Planning Advisors, Inc. 9.96% FSA WEALTH PARTNERS, INC. 3Y 7Y 8.07% Blackston Financial Advisory Group, LLC 3Y 6.1% Procyon Advisors, LLC 3Y 5.63% West Wealth Group, LLC 3Y 5.41% LEAVELL INVESTMENT MANAGEMENT, INC. 3Y 7Y 5.23% Colorado Capital Management, Inc. 3Y 7Y 5.03% Macco Financial Group, Inc. 4.79% Verus Financial Partners, Inc. 3Y 7Y 4.71% Praetorian Wealth Management, Inc. 3Y 4.51%
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