Skip to content
Disclosery

MGC VANGUARD WORLD FD

Follow

COM (fund)

518 managers (526 13F filers) reported a position in MGC shares at 2025-12-31, 22,913,569 shares in all. 42 filers opened a position and 24 filers sold out during the quarter.

Managers
518
13F filers
526
New
42
Added
175
Reduced
166
Sold out
24
Shares held by filers
22,913,569

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,965,800$1.25B+3,239,252Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,555,923$391M0.03%-13,68313F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…704,229$177M1.53%-7,17113F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC660,369$166M1.34%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY594,721$149M0.01%+17,64613F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN590,775$148M0.03%+21,81113F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.500,553$126M5.23%-1,18113F-HRTimeline
LPL Financial LLC486,850$122M0.03%+5,82213F-HRTimeline
RiverFront Investment Group, LLC485,141$122M2.01%+3,01913F-HRTimeline
UBS Group AGin group UBS Group AG480,366$121M0.02%-13,45313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO478,203$120M0.01%+22,79913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC470,083$118M0.03%-96413F-HRTimelineGroup
Procyon Advisors, LLC454,067$114M5.66%-4,44813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC442,288$111M0.03%+1,00813F-HRTimelineGroup
Cadence Bank434,553$109M6.39%+3,66913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…433,587$109M0.06%+10,60613F-HRTimelineGroup
Cetera Investment Advisers294,843$74.1M0.08%-4,44713F-HRTimeline
Apella Capital, LLC241,091$60.6M1.2%-47,56213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…233,151$58.6M0.04%-3,18713F-HR/ATimelineGroup
SUMMIT WEALTH & RETIREMENT PLANNING, IN…214,254$53.8M12.67%-1,84913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC212,869$53.5M1.83%+5,41913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS210,147$52.8M0.1%-57613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC204,208$51.3M0.07%-6,29313F-HRTimeline
Verus Financial Partners, Inc.201,637$51.2M4.71%-4,24613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA199,423$50.1M0.01%-7,18813F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC188,156$47.3M0.89%-5,06413F-HRTimeline
Orion Porfolio Solutions, LLC176,031$44.2M0.32%+51813F-HRTimeline
One Capital Management, LLC175,968$44.2M1.33%+6,64513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP163,597$41.1M0.05%-12,26213F-HRTimelineGroup
IEQ CAPITAL, LLC163,346$41M0.12%+69913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…161,579$40.9M0.07%+8,83813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…151,253$38M0.07%+25,55013F-HR/ATimelineGroup
Investment Planning Advisors, Inc.136,254$34.2M9.96%-61113F-HRTimeline
ProVise Management Group, LLC134,411$33.8M2.4%+1,27113F-HRTimeline
Black Diamond Financial, LLC113,098$28.4M2.99%-13913F-HRTimeline
Mesirow Financial Investment Management…107,736$27.1M0.56%-21,55213F-HRTimeline
West Wealth Group, LLC103,726$26.1M5.41%+6,92013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC101,025$25.4M<0.01%+85,41313F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.98,572$24.8M0.04%-9,22713F-HRTimelineGroup
Triad Wealth Partners, LLC94,121$23.6M2.25%+19,54913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…92,420$23.5M0.03%+2,02213F-HRTimeline
Praetorian Wealth Management, Inc.90,533$22.7M4.51%-2,04813F-HRTimeline
MGO ONE SEVEN LLC89,743$22.5M0.46%+36,33213F-HRTimeline
FSA WEALTH PARTNERS, INC.89,433$22.5M8.07%-1,29313F-HRTimeline
Janney Montgomery Scott LLC87,697$22M0.05%-1,43113F-HRTimeline
Empirical Financial Services, LLC d.b.a…85,758$21.5M0.39%+2,66613F-HRTimeline
Capital Investment Advisors, LLC85,380$21.4M0.33%+5,25413F-HRTimeline
Cambridge Investment Research Advisors,…84,647$21.3M0.06%+7,07913F-HRTimeline
WIN ADVISORS, INC83,640$21M8.92%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC83,135$20.9M0.66%-3,33013F-HRTimeline
Sanctuary Advisors, LLC72,296$18.2M0.1%+3,72213F-HRTimeline
MA Private Wealth71,914$18.1M3.01%-1,12513F-HRTimeline
COZAD ASSET MANAGEMENT INC69,845$17.5M1.36%-81113F-HRTimeline
VSM Wealth Advisory, LLC69,539$17.5M5.25%-1,71313F-HRTimeline
Beacon Pointe Advisors, LLC69,474$17.4M0.12%+61,64513F-HRTimeline
Modera Wealth Management, LLC67,888$17.1M0.2%-65213F-HRTimeline
Creative Planningin group Creative Planning67,423$16.9M0.01%-5,78113F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…67,110$16.9M0.19%+57,84613F-HRTimelineGroup
PATTEN & PATTEN INC/TN62,941$15.8M0.93%+16,64813F-HRTimeline
BEACON FINANCIAL GROUP60,734$15.3M1.52%+3,85913F-HRTimeline
HB Wealth Management, LLC59,355$14.9M0.1%013F-HRTimeline
AlphaCore Capital LLC58,497$14.7M0.33%-16,67113F-HRTimeline
Choate Investment Advisors58,067$14.6M0.29%new13F-HRTimeline
Capital Advantage, Inc.58,059$14.6M1.97%+49113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP58,004$14.6M0.01%+8,53813F-HRTimelineGroup
Colorado Capital Management, Inc.53,387$13.4M5.03%+2,65913F-HRTimeline
Hobart Private Capital, LLC50,358$12.6M2.47%+4013F-HRTimeline
Keel Point, LLC49,829$12.5M0.75%+86213F-HRTimeline
Systelligence, LLC49,435$12.4M2.36%+13,05713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding48,858$12.3M+42Timeline
Jump Financial, LLCin group Jump Financial, LLC48,366$12.1M0.15%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.48,150$12.1M0.02%+44913F-HRTimelineGroup
TriaGen Wealth Management LLC47,521$11.9M3.09%-3113F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC46,081$11.6M3.39%+2,46513F-HRTimeline
Claro Advisors Inc.45,428$11.4M1.56%+5,57913F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC44,270$11.1M0.09%new13F-HRTimeline
Physician Wealth Advisors, Inc.43,689$11M1.53%+1,49213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC43,588$10.9M0.71%-69013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC43,553$10.9M0.27%-11,94413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp41,964$10.5M<0.01%-70013F-HRTimelineGroup
Blackston Financial Advisory Group, LLC39,895$10M6.1%-90813F-HRTimeline
Destination Wealth Management38,708$9.72M0.25%-58813F-HRTimeline
STEPH & CO38,439$9.65M2.78%+1,87713F-HRTimeline
Security Financial Services, INC.37,917$9.52M1.5%+90113F-HRTimeline
BCGM Wealth Management, LLC37,905$9.52M2.43%-17613F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC37,856$9.51M1.55%-2,96813F-HRTimeline
CALTON & ASSOCIATES, INC.37,416$9.4M1.38%-28013F-HRTimeline
Baker Ellis Asset Management LLC36,385$9.14M1.1%-1,12513F-HRTimeline
Segment Wealth Management, LLC35,004$8.79M0.51%-10013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding34,605$8.69M+8,295Timeline
MONETA GROUP INVESTMENT ADVISORS LLC34,371$8.63M0.07%-30613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.33,100$8.31M<0.01%+20,47013F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC32,841$8.23M2.24%+1,07513F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.32,478$8.16M2.34%+85413F-HRTimeline
FMR LLCin group FMR LLC31,803$7.99M<0.01%+95913F-HRTimelineGroup
Wealthfront Advisers LLC30,712$7.71M0.02%-38613F-HRTimeline
Mariner, LLCin group Mariner, LLC30,287$7.61M0.01%+17,34313F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC29,845$7.5M0.1%+1,56713F-HRTimeline
MML INVESTORS SERVICES, LLC29,162$7.32M0.02%+1,71913F-HRTimeline
Parkway Wealth Management Group, LLC29,054$7.3M0.98%13F-HRTimeline
DIVERSIFIED TRUST CO28,892$7.26M0.13%013F-HRTimeline
Tradition Wealth Management, LLC28,872$7.25M0.52%-19413F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC26,402$6.63M1.93%+2,68813F-HRTimeline
IFP Advisors, Inc26,056$6.54M0.15%+3013F-HRTimeline
FDx Advisors, Inc.24,898$6.25M3.19%-39613F-HRTimeline
Zhang Financial LLC23,795$5.98M0.22%-70113F-HRTimeline
Cresset Asset Management, LLC23,670$5.95M0.03%-79413F-HRTimeline
MONTAG A & ASSOCIATES INC22,960$5.77M0.26%013F-HRTimeline
FIDUCIARY ADVISORS, INC.22,746$5.71M4.35%+10813F-HRTimeline
Elevation Capital Advisory, LLC22,375$5.62M2.3%+12,20713F-HRTimeline
Macco Financial Group, Inc.22,169$5.57M4.79%13F-HRTimeline
Private Advisor Group, LLC20,866$5.24M0.02%+50513F-HRTimeline
Legacy Advisory Services, LLC20,674$5.19M3.9%+813F-HRTimeline
USAdvisors Wealth Management, LLC20,418$5.13M1.69%+17513F-HRTimeline
Stokes Family Office, LLC20,280$5.09M0.47%-2,00013F-HRTimeline
Clear Creek Financial Management, LLC19,256$4.84M0.39%+3,70813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…18,959$4.76M0.01%-2,71113F-HRTimelineGroup
Jackson Wealth Management, LLC18,357$4.61M0.45%-16313F-HRTimeline
Prime Capital Investment Advisors, LLC18,106$4.55M0.06%-16013F-HRTimeline
Crews Bank & Trust17,295$4.34M0.62%+6,33013F-HRTimeline
&PARTNERS17,102$4.3M0.02%-63813F-HRTimeline
ALLIANCEBERNSTEIN L.P.16,925$4.25M<0.01%-18313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.16,889$4.24M0.18%+65113F-HRTimelineGroup
HighTower Advisors, LLC16,723$4.2M<0.01%+313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,444$4.13M<0.01%+54713F-HRTimelineGroup
McClarren Financial Advisors, Inc.10,366$4.09M2.44%+80613F-HRTimeline
Buttonwood Financial Group, LLC15,800$4.02M2.14%-3,86613F-HRTimeline
Cornerstone Financial Management LLC15,938$4M3.76%13F-HR/ATimeline
1900 WEALTH MANAGEMENT LLC15,125$3.8M0.24%+413F-HRTimeline
Sovran Advisors, LLC14,433$3.65M0.31%-2,18913F-HRTimeline
Valmark Advisers, Inc.14,471$3.63M0.04%013F-HRTimeline
SOL Capital Management CO14,311$3.59M0.32%013F-HRTimeline
Leo Wealth, LLC14,130$3.55M0.26%new13F-HRTimeline
Topsail Wealth Management, LLC13,935$3.5M0.51%013F-HRTimeline
HF Advisory Group, LLC13,816$3.47M1.21%+27113F-HR/ATimeline
Parallel Advisors, LLC13,616$3.42M0.06%-7913F-HRTimeline
Brand Asset Management Group, Inc.13,563$3.41M0.95%013F-HRTimeline
GTS SECURITIES LLC13,187$3.31M0.11%+10,61013F-HRTimeline
Independent Wealth Advisors LLC13,085$3.29M3.43%13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources13,042$3.28M<0.01%013F-HRTimelineGroup
Prospera Financial Services Inc12,981$3.26M0.05%-26613F-HRTimeline
Arax Advisory Partners12,789$3.21M0.09%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,612$3.17M0.03%-24213F-HRTimelineGroup
Bluespring Wealth Management, LLC12,559$3.15M0.27%-2013F-HRTimeline
James J. Burns & Company, LLC12,252$3.08M0.42%-63913F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …12,225$3.07M0.04%-1513F-HRTimelineGroup
HILLTOP WEALTH ADVISORS, LLC12,041$3.02M1.52%-8013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\12,032$3.02M<0.01%-91513F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC11,983$3.01M0.02%-42713F-HRTimelineGroup
David Kennon Inc11,947$3M1.07%+10313F-HRTimeline
Aptus Capital Advisors, LLC11,892$2.99M0.03%+20513F-HRTimeline
Atria Investments, Inc11,495$2.89M0.03%-10113F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding11,436$2.87M-1,247Timeline
XTX Topco Ltdin group XTX Topco Ltd11,409$2.87M0.08%new13F-HRTimelineGroup
GUIDANCE CAPITAL, INC11,290$2.84M0.69%+10113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,639$2.67M0.02%new13F-HRTimelineGroup
Fortress Financial Solutions, LLC10,563$2.65M2.71%+45813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,413$2.62M<0.01%+37013F-HRTimelineGroup
AE Wealth Management LLC10,222$2.57M0.01%-1,77813F-HRTimeline
CHOREO, LLC10,125$2.56M0.03%-21113F-HRTimeline
Steward Partners Investment Advisory, L…10,109$2.54M0.01%-60413F-HRTimeline
Heartwood Wealth Advisors LLC10,065$2.53M0.23%+24013F-HRTimeline
Certified Advisory Corp9,824$2.47M0.22%+47113F-HRTimeline
Integrated Advisors Network LLC9,602$2.41M0.11%+1913F-HRTimeline
Eagle Strategies LLC9,471$2.38M0.3%-43113F-HRTimeline
Hardy Reed LLC9,400$2.36M0.17%013F-HRTimeline
CoreCap Advisors, LLC9,372$2.35M0.08%-38013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,207$2.31M0.14%-76113F-HRTimeline
Financial Freedom, LLC9,128$2.29M1.14%-76113F-HRTimeline
Buttonwood Financial Advisors Inc.8,853$2.22M0.74%-18413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,679$2.18M0.11%+513F-HRTimeline
Fort Sheridan Advisors LLC8,527$2.14M0.27%+34313F-HRTimeline
WESBANCO BANK INC8,423$2.12M0.06%013F-HRTimeline
HARBOUR INVESTMENTS, INC.8,222$2.06M0.04%+10013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,120$2.04M<0.01%+2,01313F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC8,106$2.04M0.06%+14013F-HRTimeline
APS Management Group, Inc.7,719$1.94M1.66%-27,25813F-HRTimeline
NewEdge Advisors, LLC7,618$1.91M0.01%+1,56113F-HRTimeline
GeoWealth Management, LLC7,511$1.89M0.07%-4,37813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding7,469$1.88M-177Timeline
Lido Advisors, LLCin group Lido Advisors, LLC7,458$1.87M0.01%-2,34113F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …7,357$1.85M0.01%13F-HR/ATimelineGroup
World Investment Advisors7,326$1.84M0.03%+4,09813F-HR/ATimeline
Sheridan Capital Management, LLC7,077$1.78M0.9%-38513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,028$1.77M0.03%+213F-HRTimelineGroup
Bawa N Mallick Trust6,999$1.76M0.65%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,988$1.76M0.06%-113F-HRTimelineGroup
3Chopt Investment Partners, LLC6,725$1.69M0.38%013F-HRTimeline
SIMON QUICK ADVISORS, LLC6,652$1.67M0.07%013F-HRTimeline
Royal Fund Management, LLC6,512$1.64M0.15%+2,59313F-HRTimeline
Brooklyn FI, LLC6,453$1.62M0.35%+4213F-HRTimeline
Archford Capital Strategies, LLC6,417$1.61M0.19%-1913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,165$1.55M<0.01%+1,71813F-HRTimelineGroup
BIP Wealth, LLC6,149$1.54M0.05%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding6,048$1.54M+4,331Timeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC6,044$1.52M1.01%-33713F-HRTimeline
CWM, LLCin group CWM, LLC6,020$1.51M<0.01%-1,28413F-HRTimelineGroup
Tempus Wealth Planning, LLC6,000$1.51M0.35%013F-HRTimeline
Breakwater Investment Management5,810$1.46M0.53%-46813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC5,741$1.44M0.12%-4613F-HRTimelineGroup