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Disclosery

MGC VANGUARD WORLD FD

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COM (fund)

452 managers (460 13F filers) reported a position in MGC shares at 2024-12-31, 15,162,879 shares in all. 27 filers opened a position and 24 filers sold out during the quarter.

Managers
452
13F filers
460
New
27
Added
150
Reduced
143
Sold out
24
Shares held by filers
15,162,879

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,605,703$341M0.03%-5,31813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY640,835$136M0.01%+10,26313F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN554,056$118M0.03%+93,55613F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…536,666$114M1.11%+17,03013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC528,405$112M0.03%+19,28113F-HRTimelineGroup
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.472,036$100M21.85%-15,11613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.470,036$100M4.9%+15,00813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding459,243$97.7M-12,747Timeline
LPL Financial LLC429,445$91.3M0.04%+51,07213F-HRTimeline
Cadence Bank424,837$90.3M6.12%+3,45813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…410,655$87.3M0.06%+7,71213F-HRTimelineGroup
Apella Capital, LLC407,144$86.6M3.32%-34,07313F-HRTimeline
UBS Group AGin group UBS Group AG368,516$78.4M0.02%-16,72913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC307,373$65.4M0.02%13F-HR/ATimelineGroup
Forvis Mazars Wealth Advisors, LLC230,187$49M1.13%-56,61413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP228,744$48.6M0.08%+10,88113F-HRTimelineGroup
SUMMIT WEALTH & RETIREMENT PLANNING, IN…223,935$47.6M14.74%+38,56313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…208,889$45.9M2.6%+47713F-HRTimeline
Verus Financial Partners, Inc.215,745$45.5M5.1%-7,59813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS198,141$42.1M0.12%+51313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC196,654$41.8M0.06%+3,28013F-HRTimeline
One Capital Management, LLC194,643$41.4M1.37%-4,76013F-HRTimeline
IEQ CAPITAL, LLC166,033$35.3M0.34%-3,54413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA159,651$34M0.01%-1,76513F-HRTimelineGroup
Orion Porfolio Solutions, LLC158,428$33.7M0.34%-14,12413F-HRTimeline
Orion Portfolio Solutions, LLC158,428$33.7M0.34%-14,12413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…148,572$31.6M0.08%-28,87313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…134,196$28.5M0.02%+64,40013F-HRTimelineGroup
ProVise Management Group, LLC128,137$27.2M2.34%+2,34213F-HRTimeline
Mesirow Financial Investment Management…103,019$21.9M0.44%-93,92913F-HRTimeline
Black Diamond Financial, LLC98,881$21M3.15%-83513F-HRTimeline
FSA WEALTH PARTNERS, INC.97,887$20.8M4.88%+1,78813F-HRTimeline
Cetera Investment Advisers93,988$20M0.04%+1,43713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC90,703$19.3M0.71%-2,47713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding89,089$18.9M-95,880Timeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp85,922$18.3M1.06%+4,10113F-HRTimelineGroup
GeoWealth Management, LLC85,684$18.2M0.6%-2,66313F-HRTimeline
Capital Advantage, Inc.84,711$18M3.28%+2,18513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.81,914$17.4M0.04%+8,04513F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…80,743$17.2M0.06%-27213F-HRTimeline
American Investment Services, Inc.77,116$16.4M2.9%-21113F-HR/ATimeline
MA Private Wealth73,079$15.5M2.91%+2,32413F-HRTimeline
Creative Planningin group Creative Planning72,118$15.3M0.01%+9,08513F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC70,961$15.1M1.41%-1,08613F-HRTimeline
Modera Wealth Management, LLC70,635$15M0.18%+69,40213F-HRTimeline
VSM Wealth Advisory, LLC70,582$15M5.35%13F-HRTimeline
Empirical Financial Services, LLC d.b.a…69,940$14.9M0.4%+4,26713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…67,941$14.4M0.32%+2,80013F-HRTimelineGroup
Capital Investment Advisors, LLC63,866$13.6M0.28%+4,97713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC63,788$13.6M0.42%-11,10713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO55,307$11.8M<0.01%-111,38113F-HRTimelineGroup
Sensible Financial Planning & Managemen…55,219$11.7M2.43%+10,54813F-HRTimeline
HB Wealth Management, LLC55,002$11.7M0.12%+14713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP54,800$11.7M0.03%new13F-HRTimelineGroup
Systelligence, LLC53,090$11.3M2.79%-13,49213F-HRTimeline
Keel Point, LLC52,763$11.2M0.9%-8,04013F-HRTimeline
Berkshire Money Management, Inc.49,391$10.5M1.14%+36313F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC48,568$10.3M1.79%-1,11713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.48,521$10.3M0.02%+47713F-HRTimelineGroup
Janney Montgomery Scott LLC48,378$10.3M0.03%-12413F-HRTimeline
TriaGen Wealth Management LLC46,314$9.85M3.32%-1913F-HRTimeline
Blackston Financial Advisory Group, LLC45,569$9.69M4.83%+1,51813F-HRTimeline
Segment Wealth Management, LLC45,536$9.68M0.66%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC44,553$9.47M0.75%-1,56913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp42,428$9.02M<0.01%+113F-HRTimelineGroup
Destination Wealth Management41,016$8.72M0.27%-2,69013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC40,901$8.7M3.89%-3,51413F-HRTimeline
Gray Wealth Management Inc.40,789$8.67M3.29%+43313F-HRTimeline
Baker Ellis Asset Management LLC39,093$8.31M1.22%+78513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…38,838$8.26M0.02%-1,07613F-HR/ATimeline
Strategic Blueprint, LLC35,022$7.45M0.44%+1,38613F-HRTimeline
Colorado Capital Management, Inc.35,014$7.45M3.61%+11,44813F-HRTimeline
DIVERSIFIED TRUST CO33,867$7.2M0.18%013F-HRTimeline
Physician Wealth Advisors, Inc.33,612$7.15M1.21%+92813F-HRTimeline
Equita Financial Network, Inc.31,662$6.73M2.43%+2913F-HRTimeline
STEPH & CO29,287$6.23M2.1%-82313F-HRTimeline
Legacy Advisory Services, LLC29,129$6.19M5.28%-113F-HRTimeline
Tradition Wealth Management, LLC28,860$6.14M0.54%-61613F-HRTimeline
HighTower Advisors, LLC27,924$5.94M0.01%+8,31913F-HRTimeline
CALTON & ASSOCIATES, INC.27,343$5.81M2.57%+10,40713F-HRTimeline
Wealthfront Advisers LLC25,955$5.52M0.02%+3,10513F-HR/ATimeline
Waterford Advisors, LLC25,946$5.52M2.81%-40113F-HRTimeline
IFP Advisors, Inc25,849$5.5M0.18%-2,18113F-HRTimeline
Zhang Financial LLC25,718$5.47M0.31%+1,08313F-HRTimeline
MML INVESTORS SERVICES, LLC25,718$5.47M0.02%+1,48413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.24,828$5.28M0.03%+60713F-HRTimeline
Cresset Asset Management, LLC24,691$5.25M0.03%-89613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC24,353$5.18M0.07%+46413F-HRTimeline
FMR LLCin group FMR LLC23,859$5.07M<0.01%+1,13213F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC23,830$5.07M0.11%-1,06813F-HRTimeline
FIDUCIARY ADVISORS, INC.23,361$4.97M5%13F-HRTimeline
MONTAG A & ASSOCIATES INC22,960$4.88M0.23%new13F-HRTimeline
Private Advisor Group, LLC22,398$4.76M0.03%-55013F-HRTimeline
Stokes Family Office, LLC22,395$4.76M0.51%+11513F-HRTimeline
Sanctuary Advisors, LLC20,659$4.53M0.03%+2813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP20,859$4.44M<0.01%+8,50113F-HRTimelineGroup
USAdvisors Wealth Management, LLC20,786$4.42M1.44%+50913F-HRTimeline
Prime Capital Investment Advisors, LLC20,144$4.28M0.06%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth20,003$4.25M0.01%+10,89613F-HR/ATimelineGroup
Jackson Wealth Management, LLC18,873$4.01M0.46%+7713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC18,673$3.97M<0.01%+7,50313F-HRTimelineGroup
Buttonwood Financial Group, LLC17,867$3.94M2.18%-10713F-HRTimeline
James J. Burns & Company, LLC18,081$3.85M0.67%-64013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.18,010$3.83M0.21%-26513F-HR/ATimelineGroup
Atria Wealth Solutions, Inc.16,294$3.47M0.04%-53513F-HRTimeline
Archford Capital Strategies, LLC16,098$3.42M0.52%+25013F-HRTimeline
1900 WEALTH MANAGEMENT LLC15,563$3.31M0.28%-9713F-HRTimeline
Atria Investments, Inc15,365$3.27M0.04%-2,92113F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC14,921$3.17M1.86%13F-HRTimeline
Security Financial Services, INC.14,651$3.12M0.63%-6613F-HRTimeline
Prospera Financial Services Inc14,623$3.11M0.07%+1,17513F-HRTimeline
Leo Wealth, LLC14,479$3.08M0.28%+1013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC14,444$3.07M0.03%-313F-HRTimelineGroup
Valmark Advisers, Inc.14,072$2.99M0.05%013F-HRTimeline
Veridan Wealth LLC13,700$2.97M1.39%13F-HRTimeline
Topsail Wealth Management, LLC13,935$2.96M0.63%13F-HRTimeline
HF Advisory Group, LLC13,905$2.96M1.36%+513F-HRTimeline
PATTEN & PATTEN INC/TN13,878$2.95M0.19%new13F-HRTimeline
RETIREMENT CAPITAL STRATEGIES13,816$2.94M1.11%-113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,803$2.94M<0.01%new13F-HRTimelineGroup
HILLTOP WEALTH ADVISORS, LLC13,635$2.9M1.47%-22113F-HRTimeline
Brand Asset Management Group, Inc.13,565$2.88M1.17%-36913F-HRTimeline
Mariner, LLCin group Mariner, LLC13,444$2.86M<0.01%+23313F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC13,222$2.81M0.17%+313F-HRTimeline
Aptus Capital Advisors, LLC13,091$2.78M0.03%+86013F-HRTimeline
ALLIANCEBERNSTEIN L.P.13,047$2.77M<0.01%-3913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources13,042$2.77M<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC12,649$2.69M0.06%-2,07913F-HRTimeline
West Wealth Group, LLC12,579$2.68M0.8%+1,10913F-HRTimeline
Bluespring Wealth Management, LLC12,231$2.6M0.27%-1513F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …12,225$2.6M0.04%013F-HRTimelineGroup
David Kennon Inc12,126$2.58M1.02%+4213F-HRTimeline
GUIDANCE CAPITAL, INC10,977$2.42M0.74%+51013F-HRTimeline
Matthew Goff Investment Advisor, LLC11,272$2.4M0.45%-3213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding10,615$2.26M+2,257Timeline
Clear Creek Financial Management, LLC10,563$2.25M0.24%-1,97913F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding10,532$2.24M+3,030Timeline
Heartwood Wealth Advisors LLC10,401$2.21M0.25%+27113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,400$2.21M<0.01%-30013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC10,386$2.21M0.02%+8313F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC10,275$2.19M<0.01%-48613F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/10,166$2.16M0.05%-1,80813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,136$2.16M<0.01%-3213F-HRTimelineGroup
Financial Freedom, LLC10,091$2.15M1.13%+78413F-HRTimeline
Buttonwood Financial Advisors Inc.9,594$2.04M0.9%-32113F-HRTimeline
Hardy Reed LLC9,400$2M0.18%013F-HRTimeline
NewEdge Advisors, LLC9,350$1.99M0.01%+37713F-HRTimeline
Sovran Advisors, LLC9,437$1.99M0.28%13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC9,300$1.98M<0.01%+70013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV9,252$1.97M0.14%-13013F-HRTimeline
CHOREO, LLC9,165$1.95M0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.9,119$1.94M0.06%+48813F-HRTimeline
Fortress Financial Solutions, LLC9,043$1.92M2.74%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,840$1.88M<0.01%+1,17213F-HRTimelineGroup
Certified Advisory Corp8,568$1.82M0.2%-38713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC8,457$1.8M0.06%+25213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WESBANCO BANK INC8,423$1.79M0.06%013F-HRTimeline
Steward Partners Investment Advisory, L…8,209$1.75M0.02%+23713F-HRTimeline
Legacy Private Trust Co.8,142$1.73M0.11%013F-HRTimeline
Michael A. Dubis Financial Planning, LLC7,785$1.66M1.6%13F-HRTimeline
CoreCap Advisors, LLC7,681$1.63M0.07%+31013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.7,595$1.62M<0.01%+6,54013F-HRTimelineGroup
Royal Fund Management, LLC7,240$1.55M0.17%+48213F-HRTimeline
Bawa N Mallick Trust6,999$1.49M0.65%13F-HRTimeline
Breakwater Investment Management6,934$1.47M0.63%+1,13913F-HR/ATimeline
LongView Wealth Management6,687$1.42M0.43%-17913F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC6,414$1.36M1.02%+23413F-HRTimeline
SIMON QUICK ADVISORS, LLC6,360$1.35M0.08%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,324$1.34M0.11%-13,42213F-HR/ATimeline
Apexium Financial, LP6,041$1.28M0.08%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,032$1.28M0.05%-5,27113F-HRTimelineGroup
Tempus Wealth Planning, LLC6,000$1.28M0.39%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding5,948$1.26M-233Timeline
Eagle Strategies LLC5,948$1.26M0.22%new13F-HRTimeline
MATHER GROUP, LLC.5,849$1.24M0.02%013F-HRTimeline
Strategies Wealth Advisors, LLC5,599$1.23M0.15%-23113F-HRTimeline
IHT Wealth Management, LLC5,709$1.21M0.04%-63413F-HRTimeline
MJP ASSOCIATES INC /ADV5,623$1.2M0.21%+713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC5,623$1.2M0.14%+713F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,574$1.19M0.01%-413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,573$1.19M0.03%+2,68313F-HRTimelineGroup
RHS Financial, LLC5,462$1.16M0.6%+2613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,404$1.15M0.03%-4513F-HRTimelineGroup
Main Street Financial Solutions, LLC5,240$1.11M0.11%-3,47013F-HRTimeline
Cassaday & Co Wealth Management LLC5,226$1.11M0.03%013F-HRTimeline
TrueWealth Advisors, LLC5,064$1.08M0.36%-18113F-HRTimeline
Strategic Equity Management5,020$1.07M0.45%-55313F-HRTimeline
FIRST FINANCIAL CORP /IN/5,000$1.06M0.5%-3,09313F-HRTimeline
VALLEY NATIONAL ADVISERS INC4,999$1.06M0.19%013F-HRTimeline
McAdam, LLC4,981$1.06M0.06%-12813F-HRTimeline
Fort Sheridan Advisors LLC4,970$1.06M0.15%+37013F-HRTimeline
Venturi Wealth Management, LLC4,875$1.04M0.05%013F-HRTimeline
World Investment Advisors4,845$1.03M0.03%+34413F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC4,761$1.01M0.74%13F-HRTimeline
FDx Advisors, Inc.4,722$1M0.29%-2,23113F-HRTimeline
JFS WEALTH ADVISORS, LLC4,652$989K0.07%+17313F-HRTimeline
Gibson Capital, LLC4,560$970K0.2%013F-HRTimeline
AMG National Trust Bank4,485$954K0.03%-21013F-HRTimeline
Avestar Capital, LLC4,429$942K0.09%+19813F-HRTimeline
Wescott Financial Advisory Group, LLC4,417$939K0.1%-1,76013F-HRTimeline