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Disclosery

MGC VANGUARD WORLD FD

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COM (fund)

467 managers (475 13F filers) reported a position in MGC shares at 2025-06-30, 16,472,917 shares in all. 41 filers opened a position and 20 filers sold out during the quarter.

Managers
467
13F filers
475
New
41
Added
135
Reduced
158
Sold out
20
Shares held by filers
16,472,917

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/1,575,618$354M0.03%-4,60213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding869,254$196M+340,347Timeline
MORGAN STANLEYin group MORGAN STANLEY592,740$133M0.01%+34,02313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN587,587$132M0.03%-7,13113F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…576,611$130M1.21%+76,73613F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.494,163$111M4.99%+13,20113F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.481,051$108M20.04%+6,80113F-HRTimeline
UBS Group AGin group UBS Group AG477,698$107M0.02%+45,48213F-HRTimelineGroup
RiverFront Investment Group, LLC476,135$107M2.09%+474,57813F-HRTimeline
LPL Financial LLC467,196$105M0.04%+26,97313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC427,145$96M0.02%-22,99713F-HRTimelineGroup
Cadence Bank423,464$95.2M6.27%-2,97713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…415,956$93.6M0.06%-93913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC401,214$90.2M0.03%+96,75413F-HRTimelineGroup
Apella Capital, LLC327,444$73.9M2%+4,14013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO272,675$61.3M<0.01%+71,95613F-HRTimelineGroup
Cetera Investment Advisers270,624$60.9M0.1%-2,30813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA216,068$48.6M0.01%+72,70213F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…215,563$48.5M0.04%+46,27513F-HRTimelineGroup
SUMMIT WEALTH & RETIREMENT PLANNING, IN…214,932$48.3M12.98%+33313F-HRTimeline
Verus Financial Partners, Inc.208,041$47.2M4.81%-1,66613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS208,204$46.8M0.1%+6,92213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC197,881$44.5M0.96%-2,85113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC194,427$43.7M0.06%+12713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP190,959$43M0.06%+10,47113F-HRTimelineGroup
One Capital Management, LLC165,799$37.3M1.29%-8,05613F-HRTimeline
IEQ CAPITAL, LLC163,393$36.8M0.22%-6613F-HRTimeline
Orion Porfolio Solutions, LLC145,990$32.8M0.28%-8,36113F-HR/ATimeline
ProVise Management Group, LLC131,962$29.7M2.34%-27313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…118,638$26.7M0.06%-3,00013F-HR/ATimelineGroup
Mesirow Financial Investment Management…106,843$24M0.47%+1,66513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC101,899$22.9M0.89%+33,28413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.97,988$22M0.04%-3,16313F-HR/ATimelineGroup
Black Diamond Financial, LLC97,864$22M3.42%-18313F-HRTimeline
FSA WEALTH PARTNERS, INC.92,218$20.7M10.01%-5,86013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP92,200$20.7M0.04%+85,00013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…88,581$20.1M0.03%+8,69313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC89,460$20.1M0.71%+1,06613F-HRTimeline
Janney Montgomery Scott LLC88,291$19.9M0.05%+39,87813F-HRTimeline
Praetorian Wealth Management, Inc.88,207$19.8M4.57%new13F-HRTimeline
Cambridge Investment Research Advisors,…85,992$19.3M0.06%+9,29113F-HRTimeline
AlphaCore Capital LLC77,739$17.5M0.67%+66,98513F-HRTimeline
Capital Investment Advisors, LLC75,160$16.9M0.3%+5,15913F-HR/ATimeline
MA Private Wealth73,334$16.5M2.95%-81713F-HRTimeline
Empirical Financial Services, LLC d.b.a…72,709$16.4M0.37%+1,99213F-HRTimeline
COZAD ASSET MANAGEMENT INC72,287$16.3M1.42%-28513F-HR/ATimeline
Creative Planningin group Creative Planning71,212$16M0.01%-8,15813F-HRTimelineGroup
VSM Wealth Advisory, LLC70,796$15.9M5.26%-3,25213F-HRTimeline
Modera Wealth Management, LLC69,702$15.7M0.19%-2,78413F-HRTimeline
Systelligence, LLC66,482$15M2.77%+5,06713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC66,438$14.9M0.39%+10,38713F-HRTimelineGroup
Sensible Financial Planning & Managemen…66,210$14.9M2.83%+1,46213F-HRTimeline
West Wealth Group, LLC58,217$13.4M3.34%+17,70713F-HRTimeline
Capital Advantage, Inc.59,049$13.3M2.1%-25,66213F-HRTimeline
HB Wealth Management, LLC57,750$13M0.1%013F-HRTimeline
Buttonwood Financial Group, LLC57,573$13M6.59%+10,73013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding55,644$12.5M+4,864Timeline
Keel Point, LLC49,095$11M0.73%+50313F-HRTimeline
Sanctuary Advisors, LLC47,603$10.7M0.07%+9,74013F-HRTimeline
Colorado Capital Management, Inc.47,340$10.6M4.56%+6,17213F-HRTimeline
TriaGen Wealth Management LLC47,051$10.6M3.21%+1,04213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.46,875$10.5M0.02%-44713F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC44,497$10M0.73%-5613F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC44,118$9.92M1.72%-1,90313F-HRTimeline
Security Financial Services, INC.43,188$9.71M1.72%+9,23413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp42,664$9.6M<0.01%+32213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP41,064$9.21M0.01%+14,33713F-HRTimelineGroup
Blackston Financial Advisory Group, LLC40,671$9.15M5.72%-2,35413F-HR/ATimeline
Destination Wealth Management39,739$8.94M0.26%-1,62813F-HRTimeline
Physician Wealth Advisors, Inc.39,603$8.91M1.4%+1,72413F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC38,558$8.67M3.05%+8,27613F-HR/ATimeline
Baker Ellis Asset Management LLC37,605$8.46M1.16%-1,44313F-HRTimeline
Strategic Blueprint, LLC35,364$7.95M0.39%-1,32313F-HRTimeline
STEPH & CO35,226$7.92M2.57%+5,49913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC34,506$7.76M0.09%+74213F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC33,880$7.62M2.53%-1,45813F-HR/ATimeline
Triad Wealth Partners, LLC31,366$7.05M1.42%+15,60513F-HRTimeline
CALTON & ASSOCIATES, INC.30,685$6.9M1.19%+2,98513F-HRTimeline
Tradition Wealth Management, LLC29,076$6.54M0.52%-23613F-HRTimeline
DIVERSIFIED TRUST CO28,892$6.5M0.14%013F-HRTimeline
MML INVESTORS SERVICES, LLC28,837$6.49M0.02%-47713F-HRTimeline
BEACON FINANCIAL GROUP28,137$6.33M0.66%+10,93013F-HRTimeline
Wealthfront Advisers LLC27,394$6.16M0.02%-29213F-HRTimeline
PATTEN & PATTEN INC/TN27,288$6.14M0.4%+5,96013F-HRTimeline
Elevation Capital Advisory, LLC26,724$6.01M2.41%new13F-HRTimeline
Segment Wealth Management, LLC26,448$5.95M0.38%+2,20313F-HRTimeline
IFP Advisors, Inc25,717$5.78M0.16%-40613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.25,439$5.72M0.03%-40713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC25,000$5.62M<0.01%+24,53813F-HRTimelineGroup
Hobart Private Capital, LLC24,868$5.59M1.27%+5,74713F-HRTimeline
Zhang Financial LLC24,724$5.56M0.26%-4,31913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding24,523$5.52M-35Timeline
Cresset Asset Management, LLC24,464$5.52M0.03%-22713F-HR/ATimeline
Waterford Advisors, LLC877$5.45M2.19%-23,44813F-HRTimeline
FIDUCIARY ADVISORS, INC.23,992$5.4M4.75%+56113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC23,022$5.18M0.08%-43913F-HRTimeline
MONTAG A & ASSOCIATES INC22,960$5.18M0.25%-24313F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC22,405$5.04M1.9%-2,28213F-HRTimeline
FMR LLCin group FMR LLC22,286$5.01M<0.01%+67613F-HRTimelineGroup
Stokes Family Office, LLC22,280$5.01M0.53%013F-HRTimeline
Claro Advisors Inc.21,629$4.86M0.8%+9,11313F-HRTimeline
Private Advisor Group, LLC20,917$4.7M0.03%-72513F-HRTimeline
Legacy Advisory Services, LLC20,422$4.59M3.64%-75713F-HRTimeline
&PARTNERS19,377$4.36M0.03%new13F-HRTimeline
BCGM Wealth Management, LLC19,298$4.34M1.22%+6,13913F-HRTimeline
USAdvisors Wealth Management, LLC19,270$4.34M1.61%-1,01513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.18,545$4.18M0.2%+1,31313F-HRTimelineGroup
Prime Capital Investment Advisors, LLC18,560$4.17M0.06%-22013F-HRTimeline
Jackson Wealth Management, LLC18,484$4.16M0.45%-23613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,200$3.87M<0.01%+7,66513F-HRTimelineGroup
HighTower Advisors, LLC16,855$3.79M<0.01%-7513F-HRTimeline
McClarren Financial Advisors, Inc.16,737$3.76M2.45%+7,32213F-HRTimeline
ALLIANCEBERNSTEIN L.P.16,320$3.67M<0.01%+25213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,588$3.51M<0.01%-3,08513F-HRTimelineGroup
Atria Investments, Inc15,521$3.49M0.04%+22113F-HRTimeline
1900 WEALTH MANAGEMENT LLC15,494$3.48M0.26%-7213F-HRTimeline
Prospera Financial Services Inc15,047$3.38M0.06%+68513F-HRTimeline
GeoWealth Management, LLC14,875$3.35M0.13%+5,50713F-HRTimeline
Leo Wealth, LLC14,225$3.2M0.25%new13F-HRTimeline
Topsail Wealth Management, LLC13,935$3.14M0.57%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,877$3.12M0.03%-36813F-HRTimelineGroup
HF Advisory Group, LLC13,715$3.08M1.22%-16013F-HRTimeline
Brand Asset Management Group, Inc.13,565$3.05M1.14%-1,00013F-HRTimeline
Sovran Advisors, LLC13,402$3.02M0.32%+2,26813F-HRTimeline
Bluespring Wealth Management, LLC13,092$2.95M0.28%+1,07113F-HRTimeline
James J. Burns & Company, LLC13,071$2.94M0.48%-4,56013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources13,042$2.93M<0.01%013F-HRTimelineGroup
Valmark Advisers, Inc.13,023$2.93M0.04%+70313F-HRTimeline
Mariner, LLCin group Mariner, LLC12,950$2.91M<0.01%+28813F-HRTimelineGroup
Parallel Advisors, LLC12,596$2.83M0.06%-13213F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC12,415$2.79M1.57%-7113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC12,359$2.78M0.02%+2,42713F-HR/ATimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …12,240$2.75M0.04%013F-HRTimelineGroup
David Kennon Inc11,933$2.68M1%+8213F-HRTimeline
Aptus Capital Advisors, LLC11,614$2.61M0.03%-1113F-HRTimeline
Apexium Financial, LP11,492$2.59M0.14%-2,59213F-HRTimeline
Clear Creek Financial Management, LLC11,402$2.56M0.24%+12613F-HRTimeline
SOL Capital Management CO11,111$2.5M0.24%+7,24013F-HRTimeline
GUIDANCE CAPITAL, INC10,939$2.48M0.71%-17713F-HRTimeline
CW Advisors, LLC10,844$2.44M0.02%-313F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding10,577$2.38M+12Timeline
Atria Wealth Solutions, Inc.10,290$2.33M0.05%-3,95713F-HRTimeline
Financial Freedom, LLC10,197$2.29M1.24%+6013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,964$2.24M<0.01%-25313F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC9,966$2.24M0.16%-3,04513F-HRTimeline
Heartwood Wealth Advisors LLC9,836$2.21M0.23%-73613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,799$2.2M0.01%+8,75813F-HRTimelineGroup
CoreCap Advisors, LLC9,648$2.17M0.09%+1,89713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,565$2.15M0.18%-3,76313F-HRTimeline
CHOREO, LLC9,435$2.13M0.03%+27013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,442$2.12M<0.01%-95813F-HRTimelineGroup
Hardy Reed LLC9,400$2.11M0.17%013F-HRTimeline
Buttonwood Financial Advisors Inc.9,294$2.09M0.84%-3213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV9,280$2.09M0.14%-4813F-HRTimeline
Fortress Financial Solutions, LLC9,135$2.05M2.58%-1813F-HRTimeline
RFG Advisory, LLC9,053$2.04M0.05%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.8,799$1.98M0.05%+36413F-HRTimeline
Certified Advisory Corp8,591$1.93M0.2%013F-HRTimeline
Eagle Strategies LLC8,590$1.93M0.29%+74113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,553$1.92M0.04%+1,15313F-HRTimelineGroup
FDx Advisors, Inc.8,430$1.9M0.58%-8913F-HRTimeline
WESBANCO BANK INC8,423$1.89M0.06%013F-HRTimeline
Steward Partners Investment Advisory, L…8,296$1.87M0.01%+11313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.8,170$1.84M<0.01%+57513F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC7,981$1.8M0.06%-41413F-HR/ATimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…7,695$1.73M<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding7,648$1.72M-2,203Timeline
Bawa N Mallick Trust6,999$1.57M0.65%013F-HRTimeline
CWM, LLCin group CWM, LLC6,997$1.57M0.01%+59913F-HRTimelineGroup
Fort Sheridan Advisors LLC6,884$1.55M0.22%+1,71613F-HRTimeline
Archford Capital Strategies, LLC6,807$1.53M0.2%-2313F-HRTimeline
3Chopt Investment Partners, LLC6,725$1.52M0.36%013F-HRTimeline
SIMON QUICK ADVISORS, LLC6,652$1.5M0.08%013F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,643$1.49M0.03%-58,55613F-HRTimelineGroup
LongView Wealth Management6,590$1.48M0.45%013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC6,456$1.45M1.06%-25313F-HRTimeline
Breakwater Investment Management6,456$1.45M0.56%-51413F-HRTimeline
Summit X, LLC6,298$1.42M0.26%+5,29813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,282$1.41M0.05%+15813F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/6,245$1.4M0.03%-3,25613F-HRTimeline
NewEdge Advisors, LLC6,244$1.4M0.01%-1,08713F-HRTimeline
Tempus Wealth Planning, LLC6,000$1.35M0.34%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding5,863$1.32M-145Timeline
Allworth Financial LP5,813$1.31M0.01%+3,94713F-HRTimeline
IHT Wealth Management, LLC5,744$1.29M0.04%+10013F-HRTimeline
MJP ASSOCIATES INC /ADV5,623$1.26M0.19%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC5,623$1.26M0.12%013F-HRTimelineGroup
Strategies Wealth Advisors, LLC5,616$1.26M0.14%013F-HRTimeline
JFS WEALTH ADVISORS, LLC5,433$1.22M0.08%-21013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,409$1.22M0.03%-80,26113F-HRTimelineGroup
MATHER GROUP, LLC.5,275$1.19M0.01%-913F-HRTimeline
Cassaday & Co Wealth Management LLC5,226$1.18M0.03%013F-HRTimeline
Main Street Financial Solutions, LLC5,135$1.16M0.08%-61113F-HRTimeline
Integrated Advisors Network LLC5,113$1.15M0.05%+1,78913F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC5,070$1.14M0.72%+30813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,010$1.13M0.01%-48713F-HRTimeline
VALLEY NATIONAL ADVISERS INC4,999$1.12M0.18%013F-HRTimeline
Farther Finance Advisors, LLC4,945$1.11M0.02%+38813F-HRTimeline
LANARK FINANCIAL, INC.4,929$1.11M0.09%+11813F-HRTimeline
Venturi Wealth Management, LLC4,875$1.1M0.05%013F-HRTimeline