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Disclosery

MGK VANGUARD WORLD FD

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SHS (fund)

1,008 managers (1,024 13F filers) reported a position in MGK shares at 2026-06-30, 198,837,958 shares in all. 102 filers opened a position and 48 filers sold out during the quarter.

Managers
1,008
13F filers
1,024
New
102
Added
872
Reduced
22
Sold out
48
Shares held by filers
198,837,958

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Junk Investment Group, LLC63,622$5.59M2.48%+50,67013F-HRTimeline
Mayfair Advisory Group, LLC65,066$5.52M1.66%+52,98213F-HRTimeline
Sound Income Strategies, LLC62,507$5.49M0.25%+51,32613F-HRTimeline
Stone Wealth Partners61,221$5.38M3.94%+49,46113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management61,208$5.38M0.16%+47,45913F-HRTimelineGroup
Ifrah Financial Services, Inc.60,379$5.31M1.3%+48,18113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP59,920$5.27M<0.01%-194,92013F-HRTimelineGroup
DAVENPORT & Co LLC59,090$5.19M0.03%+58,29813F-HRTimeline
INTEGRITY ALLIANCE, LLC.58,993$5.19M0.16%+47,66313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC58,685$5.16M0.06%+47,20013F-HRTimelineGroup
Breakwater Investment Management58,624$5.15M1.75%+46,50213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC57,170$5.03M0.19%+45,89813F-HRTimeline
Strategic Financial Partners, Ltd.57,140$5.02M1.89%+45,40413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.57,057$5.02M<0.01%new13F-HRTimelineGroup
MATHER GROUP, LLC.57,003$5.01M0.04%+45,59513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC56,857$5M0.96%+45,74613F-HRTimeline
Accurate Wealth Management, LLC55,088$4.91M0.47%+45,30913F-HRTimeline
Maridea Wealth Management LLC55,667$4.89M0.53%+44,21013F-HRTimeline
Bawa N Mallick Trust55,020$4.84M1.56%+44,01613F-HRTimeline
Breakwater Capital Group53,888$4.74M0.57%+43,53913F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.53,419$4.7M4.21%+42,87713F-HRTimeline
Wealthspire Advisors, LLC53,319$4.69M0.03%+44,67413F-HRTimeline
Redhawk Wealth Advisors, Inc.52,892$4.65M0.46%+42,25713F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC52,836$4.64M1.41%+42,26113F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC51,890$4.56M1.75%+43,10713F-HRTimeline
Pinnacle Bancorp, Inc.51,483$4.53M1.18%+41,09913F-HRTimeline
Advisory Services Network, LLC51,423$4.52M0.05%+39,69813F-HRTimeline
Colorado Capital Management, Inc.51,015$4.49M1.53%+41,11113F-HRTimeline
Oxford Wealth Group, LLC50,516$4.44M1.99%+41,58813F-HRTimeline
Horizon Investment Services, LLC50,488$4.44M1.23%+40,38713F-HRTimeline
Accretive Wealth Partners, LLC50,322$4.42M1.08%+40,25413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP49,367$4.34M0.05%+45,62113F-HRTimeline
Forum Private Client Group LLC49,277$4.33M1.29%+39,68313F-HRTimeline
Savvy Advisors, Inc.48,985$4.31M0.09%+39,34913F-HRTimeline
HighPoint Advisor Group LLC47,763$4.2M0.15%+38,63113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…47,512$4.18M0.02%+37,66213F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC47,458$4.17M0.08%+37,84913F-HRTimeline
Sharkey, Howes & Javer47,449$4.17M0.5%+37,52613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd47,394$4.17M0.05%+44,61413F-HRTimelineGroup
CDM FINANCIAL COUNSELING SERVICES, INC.47,114$4.14M3.57%+37,21913F-HRTimeline
Pathway Financial Advisers, LLC46,004$4.04M1.02%+36,92913F-HRTimeline
Silicon Valley Capital Partners45,833$4.03M0.33%+36,50913F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC45,492$4M0.32%+36,46013F-HRTimeline
High Net Worth Advisory Group LLC45,447$4M0.85%+36,51313F-HRTimeline
1900 WEALTH MANAGEMENT LLC44,757$3.93M0.22%+35,80613F-HRTimeline
Pillar Financial Advisors, LLC43,793$3.85M2.01%+34,53713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…43,604$3.83M0.13%+26,11613F-HRTimelineGroup
Eagle Wealth Advisors LLC43,415$3.82M2.91%+34,60613F-HRTimeline
GTS SECURITIES LLC43,269$3.8M0.08%+22,29113F-HRTimeline
Ballentine Partners, LLC43,180$3.8M0.05%+34,42213F-HRTimeline
WNY Asset Management, LLC42,535$3.74M0.33%+34,00913F-HRTimeline
Sheridan Capital Management, LLC41,720$3.67M1.76%+33,38413F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC40,715$3.58M1.79%+32,43913F-HRTimeline
CoreCap Advisors, LLC40,353$3.55M0.1%+32,11613F-HRTimeline
Fisher Asset Management, LLC40,320$3.54M<0.01%+32,05413F-HRTimeline
BANK OF HAWAII40,149$3.53M0.17%+31,40513F-HRTimeline
Valmark Advisers, Inc.39,664$3.49M0.04%+31,70513F-HRTimeline
Kovack Advisors, Inc.39,526$3.47M0.17%+31,82013F-HRTimeline
RMG Wealth Management LLC40,336$3.47M0.36%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC39,473$3.47M0.14%+32,03013F-HRTimeline
Sowell Financial Services LLC38,445$3.38M0.11%+29,87213F-HRTimeline
Francis Financial, Inc.37,925$3.33M0.55%+31,99813F-HRTimeline
Sendero Wealth Management, LLC37,483$3.3M0.33%new13F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.37,073$3.26M0.8%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,726$3.23M<0.01%+32,01813F-HRTimelineGroup
Fortune 45 LLC36,611$3.22M1.38%+29,29613F-HRTimeline
Prime Capital Investment Advisors, LLC36,560$3.21M0.03%-148,49213F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …36,121$3.18M0.02%+28,99613F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…35,982$3.16M0.05%+28,90013F-HRTimelineGroup
Merited Wealth, LLC35,935$3.16M2.23%+28,26813F-HRTimeline
Eagle Strategies LLC35,697$3.14M0.31%+28,79613F-HRTimeline
Beaumont Asset Management, L.L.C.35,335$3.11M1.21%+28,68413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP35,290$3.1M0.14%+28,31113F-HRTimeline
MAI Capital Management34,524$3.04M0.01%+27,41513F-HRTimeline
Mutual Advisors, LLC34,221$3.01M0.06%+27,64413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.34,016$2.99M0.02%+26,27113F-HRTimelineGroup
First Heartland Consultants, Inc.33,987$2.99M0.19%+27,45213F-HRTimeline
Allworth Financial LP33,638$2.96M0.01%+27,25513F-HRTimeline
World Investment Advisors11,749$2.96M0.05%-16413F-HRTimeline
IHT Wealth Management, LLC33,571$2.95M0.06%+26,84713F-HRTimeline
NewEdge Wealth, LLC33,323$2.93M0.03%+26,73913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …32,920$2.89M0.05%+25,71413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP32,846$2.89M<0.01%+23,62613F-HR/ATimelineGroup
N.E.W. Advisory Services LLC32,504$2.86M0.19%+25,90813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding33,768$2.86M+16,427Timeline
Financial Life Planners32,345$2.84M1.83%+25,82313F-HRTimeline
Bright Futures Wealth Management, LLC.32,344$2.84M1.84%+25,90013F-HRTimeline
Veridan Wealth LLC31,982$2.81M0.98%+25,13113F-HRTimeline
Main Street Financial Solutions, LLC31,891$2.8M0.18%+23,74613F-HRTimeline
Finward Bancorp31,846$2.8M2.12%+25,45813F-HRTimeline
Plancorp, LLC31,910$2.8M0.07%+25,52813F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC31,451$2.76M0.01%new13F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO30,915$2.72M0.04%+24,73213F-HRTimeline
Fearless Solutions, LLC dba Best Invest30,842$2.71M1.43%+24,64913F-HRTimeline
M3 Advisory Group, LLC30,774$2.71M1.4%+27,35113F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC30,442$2.68M0.97%+24,40113F-HRTimeline
RIK SAYLOR FINANCIAL, INC.30,025$2.64M1.75%+24,01213F-HRTimeline
MidAtlantic Capital Management, Inc.29,898$2.63M1.63%+23,68213F-HRTimeline
Avant Capital LLC29,843$2.62M1.64%+23,86213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC29,441$2.59M0.08%+22,76213F-HRTimelineGroup
LAZARI CAPITAL MANAGEMENT, INC.29,084$2.56M0.79%+23,31313F-HRTimeline
FLOW TRADERS U.S. LLC28,711$2.52M0.1%+24,11313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…28,658$2.52M0.01%+23,50313F-HRTimelineGroup
Continuum Advisory, LLC28,589$2.51M0.2%+23,08313F-HRTimeline
Cherry Creek Investment Advisors, Inc.28,452$2.5M0.98%+22,55413F-HRTimeline
Gladstone Institutional Advisory LLC27,841$2.45M0.08%+22,50713F-HRTimeline
RWA WEALTH PARTNERS, LLC27,599$2.43M0.02%+23,88813F-HRTimeline
Causey Wealth LLC27,553$2.42M0.95%+21,87813F-HRTimeline
IMC-Chicago, LLC27,183$2.39M0.02%+26,36713F-HRTimeline
Carr Financial Group Corp26,932$2.37M0.55%+21,33013F-HRTimeline
Independent Wealth Advisors LLC26,881$2.36M2.14%+21,10713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC26,842$2.36M0.03%new13F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.26,683$2.35M0.25%+21,24213F-HRTimeline
Elevation Capital Advisory, LLC26,668$2.34M0.91%+10,01213F-HRTimeline
Ethos Financial Group, LLC28,193$2.34M0.16%+21,13513F-HRTimeline
Kera Capital Partners, Inc.26,437$2.32M0.22%+17,27713F-HRTimeline
Bucket List Wealth Management, LLC25,945$2.28M1.12%+19,00613F-HRTimeline
Argent Trust Co25,885$2.28M0.07%+20,70813F-HRTimeline
Gilliland Jeter Wealth Management LLC25,515$2.24M0.59%+20,41713F-HRTimeline
Financial Engines Advisors L.L.C.25,426$2.24M<0.01%+19,75913F-HRTimeline
SUMMITRY LLC25,302$2.22M0.07%new13F-HRTimeline
McMill Wealth Management14,112$2.21M0.54%-3,94513F-HR/ATimeline
PFG Advisors25,098$2.21M0.11%+21,77813F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding25,015$2.2M+24,734Timeline
Blue Trust, Inc.24,695$2.17M0.02%+20,06113F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC24,295$2.15M0.26%13F-HRTimeline
Ausdal Financial Partners, Inc.24,064$2.12M0.08%+19,72313F-HRTimeline
Garden State Investment Advisory Servic…24,030$2.11M0.41%+18,49813F-HRTimeline
Owen LaRue, LLC23,713$2.08M0.73%+19,43813F-HRTimeline
Sovereign Financial Group, Inc.23,330$2.05M0.31%+18,46313F-HRTimeline
Keystone Financial Group23,265$2.05M0.12%+18,08913F-HRTimeline
Clark Capital Management Group, Inc.23,222$2.04M0.01%+19,24913F-HRTimeline
RFP Financial Group LLC23,212$2.04M0.91%+18,05413F-HRTimeline
IFP Advisors, Inc23,041$2.03M0.04%+10,05513F-HRTimeline
Western Wealth Management, LLC22,891$2.01M0.07%+16,68513F-HRTimeline
WILLNER & HELLER, LLC22,816$2.01M1.26%+18,27613F-HRTimeline
OLD NATIONAL BANCORP /IN/22,775$2M0.04%+18,22013F-HRTimeline
Meridian Wealth Management, LLC22,329$1.96M0.06%+18,13013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.22,129$1.95M0.08%+17,68413F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC21,994$1.93M<0.01%+17,68313F-HRTimelineGroup
Crescent Grove Advisors, LLC21,922$1.93M0.16%+17,52813F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC21,647$1.9M0.18%+17,35213F-HRTimeline
Simplicity Wealth,LLC21,639$1.9M0.06%+17,84713F-HRTimeline
Advisory Alpha, LLC21,398$1.88M0.05%+18,03513F-HRTimeline
WESTBOURNE INVESTMENTS, INC.21,125$1.86M0.76%+16,94613F-HRTimeline
Wellspring Financial Advisors, LLC21,108$1.86M0.12%+16,89113F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…20,898$1.84M0.03%+16,71813F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …20,886$1.84M0.09%+17,01513F-HRTimeline
Onyx Bridge Wealth Group LLC20,882$1.84M0.17%+16,69513F-HRTimeline
Lloyd Advisory Services, LLC.20,633$1.81M0.7%+19,83413F-HRTimeline
SCS Capital Management LLC20,608$1.81M0.02%+16,55513F-HRTimeline
Vise Technologies, Inc.20,542$1.81M0.02%+18,59913F-HRTimeline
Strategic Investment Solutions, Inc. /IL20,532$1.81M0.41%+15,11913F-HRTimeline
ALLIANCEBERNSTEIN L.P.4,910$1.8M<0.01%+3,92813F-HRTimeline
Fee-Only Financial Planning, L.C.20,500$1.8M0.97%+16,40013F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC20,373$1.79M0.85%+14,81013F-HRTimeline
Mosaic Advisors LLC20,366$1.79M2.4%+2013F-HRTimeline
Flatrock Wealth Partners LLC20,175$1.77M0.7%+16,11813F-HRTimeline
WealthTrust Asset Management, LLC20,136$1.77M0.96%new13F-HRTimeline
NWAM LLC20,081$1.77M0.09%+16,07013F-HRTimeline
TME FINANCIAL, INC.19,834$1.74M1.08%+16,10913F-HRTimeline
Procyon Advisors, LLC19,763$1.74M0.08%+15,75713F-HRTimeline
Oxbow Advisors, LLC19,600$1.72M0.14%+15,67613F-HRTimeline
Robertson Stephens Wealth Management, L…19,521$1.72M0.04%+15,77013F-HRTimeline
Balanced Rock Investment Advisors LLC19,462$1.71M1.07%+15,41013F-HRTimeline
Betterment LLC19,365$1.7M<0.01%+15,45113F-HRTimeline
Dana Investment Advisors, Inc.19,202$1.69M0.04%+15,42413F-HRTimeline
Capital Investment Advisors, LLC19,154$1.68M0.02%+15,29913F-HRTimeline
American Trust19,143$1.68M0.13%+15,50613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.19,060$1.68M0.03%+15,24813F-HRTimelineGroup
Midwest Trust Co19,000$1.67M0.02%+15,58713F-HRTimeline
Investment Planning Advisors, Inc.18,882$1.66M0.38%+15,09713F-HRTimeline
Sovran Advisors, LLC19,621$1.66M0.12%+1,30313F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.18,832$1.66M0.94%+16,32413F-HRTimeline
Geneos Wealth Management Inc.18,794$1.65M0.03%+15,20313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC18,747$1.65M<0.01%+16,26113F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC18,528$1.63M0.28%+14,84413F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC18,433$1.63M0.05%+14,37013F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC18,505$1.63M0.08%+15,07313F-HRTimeline
SFM, LLC18,445$1.62M0.83%+17,38613F-HRTimeline
Belpointe Asset Management LLC18,283$1.61M0.05%+14,21413F-HRTimeline
LifePlan Financial, LLC18,271$1.61M1.13%+14,47513F-HRTimeline
Parallel Advisors, LLC18,270$1.61M0.02%+14,63913F-HRTimeline
Tempo Wealth, LLC18,207$1.6M0.24%+14,49313F-HRTimeline
Choate Investment Advisors17,988$1.58M0.03%+14,39013F-HRTimeline
Avestar Capital, LLC17,953$1.58M0.09%+14,50313F-HRTimeline
LANDAAS & CO /WI /ADV17,386$1.53M0.28%+16,32713F-HRTimeline
Fort Sheridan Advisors LLC17,271$1.52M0.16%+13,89213F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC17,225$1.51M0.1%new13F-HRTimeline
Jacobi Capital Management LLC17,150$1.51M0.07%+13,44913F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD17,142$1.51M0.2%+13,71413F-HRTimeline
Hershey Financial Advisers, LLC17,132$1.51M1.08%new13F-HRTimeline
TIAAgroup of 3 filers holding16,948$1.49M+15,354Timeline
VSM Wealth Advisory, LLC16,919$1.49M0.4%+13,49113F-HRTimeline
FIRST HORIZON CORP16,910$1.49M0.06%+13,54113F-HRTimeline
LifeSteps Financial, Inc.16,739$1.47M0.69%+13,24313F-HRTimeline
Crown Wealth Group, LLC16,734$1.47M0.37%+13,69913F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC16,704$1.47M0.4%new13F-HR/ATimeline
WCG Wealth Advisors LLC16,607$1.46M0.03%new13F-HRTimeline
Adirondack Capital Advisors, LLC16,355$1.44M0.77%+13,08413F-HRTimeline