Vanguard World Fund - Vanguard Mega Cap 성장 ETF
MX ˙ BMV ˙ US9219108167
SecurityMX:MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
InstitutionWestern Wealth Management, LLC
Latest Disclosed Ownership6,206 shares
Latest Disclosed Value $ 2,280,432
Western Wealth Management, LLC reports 75.21% increase in ownership of MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF

On May 19, 2026 - Western Wealth Management, LLC filed a 13F-HR form disclosing ownership of 6,206 shares of Vanguard World Fund - Vanguard Mega Cap Growth ETF (MX:MGK) valued at $2,280,432 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 3,542 shares of Vanguard World Fund - Vanguard Mega Cap Growth ETF. This represents a change in shares of 75.21% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-19 2026-03-31 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 6,206 2,664 75.21 2,280 55.95 0.0530
2026-02-05 2025-12-31 13F VANGUARD MEGA MF Closed and MF Open 921910816 3,542 1,925 119.05 1,462 124.92 0.0674
2025-11-06 2025-09-30 13F VANGUARD MEGA MF Closed and MF Open 921910816 1,617 -19 -1.16 651 8.51 0.0343
2025-08-11 2025-06-30 13F VANGUARD MEGA MF Closed and MF Open 921910816 1,636 7 0.43 599 19.09 0.0355
2025-04-23 2025-03-31 13F VANGUARD MEGA MF Closed and MF Open 921910816 1,629 111 7.31 503 -3.45 0.0333
2025-04-16 2024-12-31 13F/A-1 VANGUARD MEGA MF Closed and MF Open 921910816 1,518 -4,371 -74.22 521 -72.51 0.0340
2025-02-18 2024-12-31 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 3,986 -1,903 1,369 0.4110
2024-11-12 2024-09-30 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 5,889 4,039 218.32 1,896 226.16 0.1081
2024-07-19 2024-06-30 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 1,850 55 3.06 581 13.04 0.0431
2024-05-03 2024-03-31 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 1,795 -4,385 -70.95 514 -67.94 0.0400
2024-01-31 2023-12-31 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 6,180 -20 -0.32 1,604 14.01 0.1156
2023-11-08 2023-09-30 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 6,200 1,260 25.51 1,407 21.00 0.1189
2023-08-30 2023-06-30 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 4,940 853 20.87 1,162 39.16 0.0992
2023-08-30 2023-03-31 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 4,087 70 1.74 836 20.84 0.0778
2023-02-03 2022-12-31 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 4,017 -2,216 -35.55 691 -37.30 0.0707
2022-11-07 2022-09-30 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 6,233 1,414 29.34 1,102 22.99 0.0631
2022-07-18 2022-06-30 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 4,819 -14 -0.29 896 -21.20 0.0514
2022-05-10 2022-03-31 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 4,833 3,255 206.27 1,137 175.97 0.0552
2022-02-14 2021-12-31 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 1,578 -1,658 -51.24 412 -45.07 0.0407
2021-08-09 2021-06-30 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 3,236 136 4.39 750 16.82 0.0771
2021-05-14 2021-03-31 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 3,100 62 2.04 642 3.72 0.0863
2021-02-10 2020-12-31 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 3,038 -63 -2.03 619 7.65 0.0908
2020-10-27 2020-09-30 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 3,101 78 2.58 575 14.09 0.0939
2020-07-20 2020-06-30 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 3,023 1,390 85.12 504 142.31 0.0914
2020-04-27 2020-03-31 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 1,633 -40 -2.39 208 -14.75 0.0477
2020-02-10 2019-12-31 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 1,673 52 3.21 244 14.02 0.0370
2019-11-08 2019-09-30 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 1,621 -17 -1.04 214 1.42 0.0445
2019-08-06 2019-06-30 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 1,638 -9 -0.55 211 2.93 0.0277
2019-05-10 2019-03-31 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 1,647 1,647 205 0.0456
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.