Vanguard World Fund - Vanguard Mega Cap Growth ETF
MX ˙ BMV ˙ US9219108167
SecurityMX:MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
InstitutionAprio Wealth Management, LLC
Latest Disclosed Ownership1,999 shares
Latest Disclosed Value $ 734,632
Aprio Wealth Management, LLC reports 117.99% increase in ownership of MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF

On May 11, 2026 - Aprio Wealth Management, LLC filed a 13F-HR form disclosing ownership of 1,999 shares of Vanguard World Fund - Vanguard Mega Cap Growth ETF (MX:MGK) valued at $734,632 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 917 shares of Vanguard World Fund - Vanguard Mega Cap Growth ETF. This represents a change in shares of 117.99% 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.

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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)
2026-05-11 2026-03-31 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 1,999 1,082 117.99 735 94.18 0.0401
2026-01-29 2025-12-31 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 917 1 0.11 378 2.72 0.0217
2025-11-12 2025-09-30 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 916 6 0.66 369 10.51 0.0367
2025-08-14 2025-06-30 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 910 -14 -1.52 333 16.84 0.0376
2025-05-15 2025-03-31 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 924 0 0.00 285 -10.09 0.0358
2025-01-13 2024-12-31 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 924 -21 -2.22 317 4.28 0.0463
2024-10-08 2024-09-30 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 945 12 1.29 304 3.75 0.0487
2024-07-10 2024-06-30 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 933 0 0.00 293 9.74 0.0534
2024-04-10 2024-03-31 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 933 933 267 0.0524
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.