MGC — VANGUARD WORLD FD

Ownership history in WOOSTER CORTHELL WEALTH MANAGEMENT, INC.  ·  38 quarters on record

AI Ownership Summary

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. reported VANGUARD WORLD FD (MGC) in 38 quarterly 13F filings from 2023 Q3 through 2025 Q2. Peak portfolio weight reached 21.86% in 2024 Q2. The latest visible filing shows MGC at 20.04% 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 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'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 Q2

MGC was reported at 20.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
21.86% in 2024 Q2

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

Time in book
Holding Window
2023 Q3 to 2025 Q2

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.

MGC stock page WOOSTER CORTHELL WEALTH MANAGEMENT, INC. fund profile WOOSTER CORTHELL WEALTH MANAGEMENT, INC. full holdings
How WOOSTER CORTHELL WEALTH MANAGEMENT, INC. held MGC — position size vs. price
% of Fund (quarterly)    MGC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED 481,051 +6,801 +1.4% 20.04% $108.2M 2025-08-14 (Est.) $234.38
2025 Q1 ADDED 474,250 +2,214 +0.5% 19.54% $95.5M 2025-05-08 $202.52
2024 Q4 REDUCED 472,036 -15,116 -3.1% 21.85% $100.4M 2025-01-16 $211.82
2024 Q3 REDUCED 487,152 -2,609 -0.5% 21.47% $100.7M 2024-10-21 $207.50
2024 Q2 REDUCED 489,761 -9,617 -1.9% 21.86% $96.6M 2024-07-25 $190.80
2024 Q1 REDUCED 499,378 -17,315 -3.4% 21.36% $93.3M 2024-04-30 $176.26
2023 Q4 REDUCED 516,693 -7,851 -1.5% 21.06% $87.5M 2024-01-18 $166.77
2023 Q3 REDUCED 524,544 -11,514 -2.1% 21.05% $79.7M 2023-10-30 $144.58
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MGC

As of 2025 Q4 — sorted by position size

Investment Planning Advisors, Inc. 9.96% WIN ADVISORS, INC 3Y 8.92% 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%

FAQ About WOOSTER CORTHELL WEALTH MANAGEMENT, INC. and MGC

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

How long has WOOSTER CORTHELL WEALTH MANAGEMENT, INC. reported owning MGC?

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. reported MGC across 8 quarterly 13F filings, from 2023 Q3 through 2025 Q2.

What was the largest reported MGC position in WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for MGC was 21.86% in 2024 Q2.

What is the latest reported MGC position on this page?

The most recent filing on this page is 2025 Q2, when WOOSTER CORTHELL WEALTH MANAGEMENT, INC. reported 481,051 shares, equal to 20.04% of portfolio, with an estimated market value of $108.2M.

What does the chart on this MGC ownership page compare?

The chart compares WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'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.

← Back to WOOSTER CORTHELL WEALTH MANAGEMENT, INC. Holdings