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Disclosery

MGC VANGUARD WORLD FD

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COM (fund)

448 managers (455 13F filers) reported a position in MGC shares at 2025-03-31, 15,206,780 shares in all. 35 filers opened a position and 36 filers sold out during the quarter.

Managers
448
13F filers
455
New
35
Added
164
Reduced
140
Sold out
36
Shares held by filers
15,206,780

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/1,580,220$318M0.03%-25,48313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN594,718$120M0.03%+40,66213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY558,717$113M0.01%-82,11813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding528,907$107M+69,664Timeline
New York Life Investment Management LLCin group New York Life Investment Mana…499,875$101M1.03%-36,79113F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.480,962$96.9M4.79%+10,92613F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.474,250$95.5M19.54%+2,21413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC450,142$90.7M0.02%-78,26313F-HRTimelineGroup
LPL Financial LLC440,223$88.7M0.03%+10,77813F-HRTimeline
UBS Group AGin group UBS Group AG432,216$87M0.02%+63,70013F-HRTimelineGroup
Cadence Bank426,441$85.9M6.13%+1,60413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…416,895$84M0.04%+6,24013F-HRTimelineGroup
Apella Capital, LLC323,304$63.6M2.18%-83,84013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC304,460$61.3M0.02%-2,91313F-HRTimelineGroup
Cetera Investment Advisers272,932$55M0.11%+178,94413F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…214,599$43.2M13.24%-9,33613F-HRTimeline
Verus Financial Partners, Inc.209,707$40.7M4.65%-6,03813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS201,282$40.5M0.1%+3,14113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC200,732$40.4M0.97%-29,45513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO200,719$40.4M<0.01%+145,41213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC194,300$39.1M0.06%-2,35413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP180,488$36.3M0.06%-48,25613F-HRTimelineGroup
One Capital Management, LLC173,855$35M1.18%-20,78813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…169,288$34.1M0.03%+35,09213F-HRTimelineGroup
IEQ CAPITAL, LLC163,459$32.9M0.26%-2,57413F-HRTimeline
Orion Porfolio Solutions, LLC154,351$31.1M0.3%-4,07713F-HRTimeline
Orion Portfolio Solutions, LLC154,351$31.1M0.3%-4,07713F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA143,366$28.9M0.01%-16,28513F-HR/ATimelineGroup
ProVise Management Group, LLC132,235$26.6M2.26%+4,09813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…121,638$24.5M0.06%-26,93413F-HRTimelineGroup
Mesirow Financial Investment Management…105,178$21.2M0.41%+2,15913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.101,151$20.4M0.05%+19,23713F-HRTimelineGroup
FSA WEALTH PARTNERS, INC.98,078$19.8M7.47%+19113F-HRTimeline
Black Diamond Financial, LLC98,047$19.7M2.97%-83413F-HRTimeline
Capital Advantage, Inc.84,711$18M3.28%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC88,394$17.8M0.66%-2,30913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp85,670$17.3M1.04%-25213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…79,888$16.1M0.03%+41,05013F-HRTimeline
Creative Planningin group Creative Planning79,370$16M0.02%+7,25213F-HRTimelineGroup
American Investment Services, Inc.76,913$15.5M2.73%-20313F-HRTimeline
Cambridge Investment Research Advisors,…76,701$15.4M0.05%-4,04213F-HRTimeline
MA Private Wealth74,151$14.9M2.81%+1,07213F-HRTimeline
VSM Wealth Advisory, LLC74,048$14.9M5.36%+3,46613F-HRTimeline
COZAD ASSET MANAGEMENT INC72,572$14.6M1.46%+1,61113F-HRTimeline
Modera Wealth Management, LLC72,486$14.6M0.2%+1,85113F-HRTimeline
Empirical Financial Services, LLC d.b.a…70,717$14.2M0.37%+77713F-HRTimeline
Capital Investment Advisors, LLC70,001$14.1M0.28%+6,13513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC68,615$13.8M0.59%new13F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…65,199$13.1M0.28%-2,74213F-HRTimelineGroup
Sensible Financial Planning & Managemen…64,748$13M2.6%+9,52913F-HRTimeline
Systelligence, LLC61,415$12.4M2.97%+8,32513F-HRTimeline
HB Wealth Management, LLC57,750$11.6M0.1%+2,74813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC56,051$11.3M0.34%-7,73713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding50,780$10.2M-38,309Timeline
Berkshire Money Management, Inc.48,896$9.85M1.1%-49513F-HRTimeline
Keel Point, LLC48,592$9.79M0.76%-4,17113F-HRTimeline
Janney Montgomery Scott LLC48,413$9.75M0.03%+3513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.47,322$9.53M0.02%-1,19913F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC46,021$9.27M1.7%-2,54713F-HRTimeline
TriaGen Wealth Management LLC46,009$9.27M3.27%-30513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC44,553$8.97M0.69%013F-HRTimeline
Buttonwood Financial Group, LLC46,843$8.89M5.21%+28,97613F-HRTimeline
Blackston Financial Advisory Group, LLC43,025$8.66M5.88%-2,54413F-HR/ATimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp42,342$8.53M<0.01%-8613F-HRTimelineGroup
Destination Wealth Management41,367$8.33M0.26%+35113F-HRTimeline
Colorado Capital Management, Inc.41,168$8.29M3.86%+6,15413F-HRTimeline
West Wealth Group, LLC40,510$8.19M2.42%+27,93113F-HRTimeline
Baker Ellis Asset Management LLC39,048$7.86M1.13%-4513F-HRTimeline
Physician Wealth Advisors, Inc.37,879$7.63M1.31%+4,26713F-HRTimeline
Sanctuary Advisors, LLC37,863$7.62M0.05%+17,20413F-HRTimeline
Strategic Blueprint, LLC36,687$7.39M0.4%+1,66513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC35,338$7.12M2.81%-5,56313F-HRTimeline
Security Financial Services, INC.33,954$6.84M1.36%+19,30313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC33,764$6.8M0.09%+9,41113F-HRTimeline
Equita Financial Network, Inc.31,662$6.38M2.23%013F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC30,282$6.1M2.37%new13F-HR/ATimeline
STEPH & CO29,727$5.99M2.15%+44013F-HRTimeline
MML INVESTORS SERVICES, LLC29,314$5.9M0.02%+3,59613F-HRTimeline
Tradition Wealth Management, LLC29,312$5.9M0.52%+45213F-HRTimeline
Zhang Financial LLC29,043$5.85M0.31%+3,32513F-HRTimeline
DIVERSIFIED TRUST CO28,892$5.82M0.14%-4,97513F-HRTimeline
CALTON & ASSOCIATES, INC.27,700$5.58M1.27%+35713F-HR/ATimeline
Wealthfront Advisers LLC27,686$5.58M0.01%+1,73113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP26,727$5.35M<0.01%+5,86813F-HR/ATimelineGroup
IFP Advisors, Inc26,123$5.26M0.16%+27413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.25,846$5.2M0.03%+1,01813F-HRTimeline
Cresset Asset Management, LLC24,691$4.97M0.02%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC24,687$4.97M2.09%+9,76613F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth24,558$4.95M0.01%+4,55513F-HR/ATimelineGroup
Waterford Advisors, LLC24,325$4.9M2.03%-1,62113F-HRTimeline
Segment Wealth Management, LLC24,245$4.88M0.33%-21,29113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC23,461$4.72M0.1%-36913F-HRTimeline
FIDUCIARY ADVISORS, INC.23,431$4.72M4.66%+7013F-HRTimeline
MONTAG A & ASSOCIATES INC23,203$4.67M0.23%+24313F-HRTimeline
Stokes Family Office, LLC22,280$4.49M0.5%-11513F-HRTimeline
Private Advisor Group, LLC21,642$4.36M0.03%-75613F-HRTimeline
FMR LLCin group FMR LLC21,610$4.35M<0.01%-2,24913F-HRTimelineGroup
PATTEN & PATTEN INC/TN21,328$4.3M0.29%+7,45013F-HRTimeline
Legacy Advisory Services, LLC21,179$4.27M3.6%-7,95013F-HRTimeline
USAdvisors Wealth Management, LLC20,285$4.08M1.42%-50113F-HRTimeline
Hobart Private Capital, LLC19,121$3.85M0.96%+17,80713F-HRTimeline
Prime Capital Investment Advisors, LLC18,780$3.78M0.04%-1,36413F-HRTimeline
Jackson Wealth Management, LLC18,720$3.77M0.46%-15313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC18,673$3.76M<0.01%013F-HR/ATimelineGroup
James J. Burns & Company, LLC17,631$3.55M0.64%-45013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,562$3.54M0.01%+3,75913F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.17,232$3.47M0.19%-77813F-HR/ATimelineGroup
BEACON FINANCIAL GROUP17,207$3.47M0.38%new13F-HRTimeline
HighTower Advisors, LLC16,930$3.41M<0.01%-10,99413F-HRTimeline
McClarren Financial Advisors, Inc.9,415$3.37M2.23%new13F-HRTimeline
ALLIANCEBERNSTEIN L.P.16,068$3.24M<0.01%+3,02113F-HRTimeline
Triad Wealth Partners, LLC15,761$3.17M0.99%new13F-HRTimeline
1900 WEALTH MANAGEMENT LLC15,566$3.13M0.26%+313F-HRTimeline
Atria Investments, Inc15,300$3.08M0.04%-6513F-HRTimeline
Brand Asset Management Group, Inc.14,565$2.93M1.22%+1,00013F-HRTimeline
Prospera Financial Services Inc14,362$2.89M0.07%-26113F-HRTimeline
Atria Wealth Solutions, Inc.14,247$2.87M0.03%-2,04713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC14,245$2.87M0.04%-19913F-HRTimelineGroup
Apexium Financial, LP14,084$2.84M0.17%+8,04313F-HRTimeline
Topsail Wealth Management, LLC13,935$2.81M0.57%013F-HRTimeline
HF Advisory Group, LLC13,875$2.79M1.22%-3013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES13,684$2.76M1.08%-13213F-HRTimeline
Roble, Belko & Company, Inc13,390$2.7M0.43%+12,64813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,328$2.67M0.25%+12,42913F-HR/ATimeline
BCGM Wealth Management, LLC13,159$2.65M0.81%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources13,042$2.63M<0.01%013F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC13,011$2.62M0.16%-21113F-HRTimeline
Parallel Advisors, LLC12,728$2.56M0.06%+7913F-HRTimeline
Mariner, LLCin group Mariner, LLC12,662$2.55M<0.01%-78213F-HRTimelineGroup
Claro Advisors Inc.12,516$2.52M0.34%+9,51413F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC12,486$2.51M1.42%-1,14913F-HRTimeline
Valmark Advisers, Inc.12,320$2.48M0.04%-1,75213F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …12,240$2.46M0.04%+1513F-HRTimelineGroup
Bluespring Wealth Management, LLC12,021$2.42M0.25%-21013F-HRTimeline
David Kennon Inc11,851$2.39M0.95%-27513F-HRTimeline
Aptus Capital Advisors, LLC11,625$2.34M0.03%-1,46613F-HRTimeline
GUIDANCE CAPITAL, INC11,116$2.28M0.7%+13913F-HRTimeline
Clear Creek Financial Management, LLC11,276$2.27M0.24%+71313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,912$2.2M<0.01%new13F-HRTimelineGroup
CW Advisors, LLC10,847$2.18M0.03%new13F-HRTimeline
AlphaCore Capital LLC10,754$2.17M0.18%new13F-HRTimeline
Heartwood Wealth Advisors LLC10,572$2.13M0.24%+17113F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding10,565$2.13M+33Timeline
Sovran Advisors, LLC11,134$2.11M0.27%+1,69713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,400$2.09M<0.01%013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC10,217$2.06M<0.01%+8113F-HRTimelineGroup
Financial Freedom, LLC10,137$2.04M1.17%+4613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,932$2M0.02%-45413F-HR/ATimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding9,851$1.98M-764Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,799$1.97M<0.01%+7,42413F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,535$1.92M<0.01%+69513F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/9,501$1.91M0.05%-66513F-HRTimeline
Hardy Reed LLC9,400$1.89M0.17%013F-HRTimeline
GeoWealth Management, LLC9,368$1.89M0.08%-76,31613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV9,328$1.88M0.14%+7613F-HRTimeline
Buttonwood Financial Advisors Inc.9,326$1.88M0.83%-26813F-HRTimeline
CHOREO, LLC9,165$1.85M0.03%013F-HRTimeline
Fortress Financial Solutions, LLC9,153$1.84M2.67%+11013F-HRTimeline
Certified Advisory Corp8,591$1.73M0.2%+2313F-HRTimeline
FDx Advisors, Inc.8,519$1.72M0.56%+3,79713F-HRTimeline
HARBOUR INVESTMENTS, INC.8,435$1.7M0.05%-68413F-HRTimeline
WESBANCO BANK INC8,423$1.7M0.06%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC8,395$1.69M0.06%-6213F-HRTimeline
Steward Partners Investment Advisory, L…8,183$1.65M0.01%-2613F-HRTimeline
Legacy Private Trust Co.8,142$1.64M0.11%013F-HRTimeline
Eagle Strategies LLC7,849$1.58M0.27%+1,90113F-HRTimeline
Michael A. Dubis Financial Planning, LLC7,785$1.57M1.52%013F-HRTimeline
CoreCap Advisors, LLC7,751$1.56M0.07%+7013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.7,595$1.53M<0.01%013F-HRTimelineGroup
Brooklyn FI, LLC20,794$1.5M0.46%+18,28613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,400$1.49M0.04%+1,82713F-HRTimelineGroup
NewEdge Advisors, LLC7,331$1.48M0.01%-2,01913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP7,200$1.45M<0.01%-47,60013F-HRTimelineGroup
Bawa N Mallick Trust6,999$1.41M0.67%013F-HRTimeline
Breakwater Investment Management6,970$1.4M0.6%+3613F-HRTimeline
Archford Capital Strategies, LLC6,830$1.38M0.2%-9,26813F-HRTimeline
3Chopt Investment Partners, LLC6,725$1.35M0.35%new13F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC6,709$1.35M1.02%+29513F-HRTimeline
SIMON QUICK ADVISORS, LLC6,652$1.34M0.08%+29213F-HRTimeline
LongView Wealth Management6,590$1.33M0.4%-9713F-HRTimeline
CWM, LLCin group CWM, LLC6,398$1.29M0.01%+4,75813F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,124$1.23M0.05%+9213F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding6,008$1.21M+60Timeline
Tempus Wealth Planning, LLC6,000$1.21M0.36%013F-HRTimeline
Main Street Financial Solutions, LLC5,746$1.16M0.1%+50613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,628$1.15M0.05%+3,19613F-HRTimelineGroup
IHT Wealth Management, LLC5,644$1.14M0.04%-6513F-HRTimeline
JFS WEALTH ADVISORS, LLC5,643$1.14M0.08%+99113F-HRTimeline
MJP ASSOCIATES INC /ADV5,623$1.13M0.2%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC5,623$1.13M0.13%013F-HRTimelineGroup
Strategies Wealth Advisors, LLC5,616$1.13M0.14%+1713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,497$1.11M0.01%-7713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,404$1.09M0.02%013F-HRTimelineGroup
MATHER GROUP, LLC.5,284$1.06M0.01%-56513F-HRTimeline
Northwest Capital Management Inc5,268$1.06M0.44%+4,75513F-HRTimeline
Cassaday & Co Wealth Management LLC5,226$1.05M0.03%013F-HRTimeline
Fort Sheridan Advisors LLC5,168$1.04M0.16%+19813F-HRTimeline
VALLEY NATIONAL ADVISERS INC4,999$1.01M0.18%013F-HRTimeline
Venturi Wealth Management, LLC4,875$982K0.05%013F-HRTimeline
Strategic Equity Management4,835$974K0.41%-18513F-HRTimeline