Vanguard World Fund - Vanguard Mega Cap Growth ETF
MX ˙ BMV ˙ US9219108167
SecurityMX:MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
InstitutionInstitute for Wealth Management, LLC.
Latest Disclosed Ownership3,674 shares
Latest Disclosed Value $ 1,349,933
Institute for Wealth Management, LLC. reports 19.64% increase in ownership of MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF

On May 14, 2026 - Institute for Wealth Management, LLC. filed a 13F-HR form disclosing ownership of 3,674 shares of Vanguard World Fund - Vanguard Mega Cap Growth ETF (MX:MGK) valued at $1,349,933 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 3,071 shares of Vanguard World Fund - Vanguard Mega Cap Growth ETF. This represents a change in shares of 19.64% 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)
2026-05-14 2026-03-31 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 3,674 603 19.64 1,350 6.47 0.1438
2026-01-27 2025-12-31 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 3,071 172 5.93 1,268 8.66 0.1343
2025-10-17 2025-09-30 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 2,899 266 10.10 1,166 20.95 0.1215
2025-07-18 2025-06-30 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 2,633 -76 -2.81 964 15.31 0.1075
2025-04-21 2025-03-31 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 2,709 -278 -9.31 837 -18.44 0.1074
2025-01-23 2024-12-31 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 2,987 613 25.82 1,026 34.16 0.1285
2024-11-12 2024-09-30 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 2,374 581 32.40 764 35.70 0.0964
2024-07-25 2024-06-30 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 1,793 -178 -9.03 563 -0.18 0.0755
2024-04-30 2024-03-31 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 1,971 80 4.23 565 15.10 0.0728
2024-01-31 2023-12-31 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 1,891 14 0.75 491 15.29 0.0796
2023-10-13 2023-09-30 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 1,877 114 6.47 426 2.66 0.0768
2023-07-25 2023-06-30 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 1,763 666 60.71 415 84.82 0.0700
2023-04-20 2023-03-31 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 1,097 1,097 224 0.0428
2022-10-18 2022-09-30 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 0 -1,133 -100.00 0 -100.00
2022-07-25 2022-06-30 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 1,133 -1,317 -53.76 206 -64.30 0.0404
2022-04-29 2022-03-31 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 2,450 46 1.91 577 -7.97 0.0934
2022-01-21 2021-12-31 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 2,404 510 26.93 627 40.90 0.1022
2021-11-15 2021-09-30 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 1,894 -1,001 -34.58 445 -33.58 0.0781
2021-07-21 2021-06-30 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 2,895 2 0.07 670 11.85 0.1176
2021-05-04 2021-03-31 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 2,893 2 0.07 599 1.70 0.1139
2021-02-01 2020-12-31 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 2,891 -46 -1.57 589 8.27 0.1171
2020-11-03 2020-09-30 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 2,937 73 2.55 544 16.24 0.1242
2020-07-30 2020-06-30 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 2,864 783 37.63 468 77.27 0.1146
2020-04-29 2020-03-31 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 2,081 3 0.14 264 -12.87 0.0814
2020-02-27 2019-12-31 13F/A-1 VANGUARD WORLD FD MEGA GRWTH IND 921910816 2,078 5 0.24 303 10.18 0.0684
2020-01-27 2019-12-31 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 303 -1,770 303 70,362.6813
2019-10-28 2019-09-30 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 2,073 -396 -16.04 275 -14.06 0.0693
2019-08-02 2019-06-30 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 2,469 0 0.00 320 4.23 0.0708
2019-05-15 2019-03-31 13F VANGUARD WORLD FD MEGA GRWTH IND 921910816 2,469 2,469 307 0.0667
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.