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Disclosery

MGK VANGUARD WORLD FD

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SHS (fund)

831 managers (840 13F filers) reported a position in MGK shares at 2024-12-31, 38,668,622 shares in all. 72 filers opened a position and 34 filers sold out during the quarter.

Managers
831
13F filers
840
New
72
Added
277
Reduced
255
Sold out
34
Shares held by filers
38,668,622

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
First Horizon Advisors, Inc.9,791$3.36M0.09%-2,50213F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC9,707$3.33M0.42%+47213F-HRTimeline
CPC Advisors, LLC9,662$3.32M0.45%+8,89613F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…9,612$3.3M1.36%+1,03313F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,510$3.29M0.01%+1,51213F-HRTimelineGroup
Silicon Valley Capital Partners9,422$3.24M0.36%-12213F-HRTimeline
Ballentine Partners, LLC9,407$3.23M0.06%-3013F-HRTimeline
Sheridan Capital Management, LLC9,295$3.19M2.24%+35013F-HRTimeline
1900 WEALTH MANAGEMENT LLC9,288$3.19M0.27%-6213F-HRTimeline
Richard P Slaughter Associates Inc9,258$3.18M0.71%+7813F-HRTimeline
Milestone Asset Management Group, LLC9,242$3.17M2.84%13F-HRTimeline
Kovack Advisors, Inc.9,209$3.16M0.31%+25013F-HRTimeline
Focus Financial Network, Inc.9,149$3.14M0.12%+6,84313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,045$3.11M0.03%+1213F-HRTimelineGroup
Advisory Services Network, LLC9,031$3.1M0.06%+5,49313F-HRTimeline
Accretive Wealth Partners, LLC9,000$3.09M1.31%013F-HRTimeline
Bright Futures Wealth Management, LLC.8,761$3.06M2.72%-8613F-HRTimeline
Breakwater Capital Group8,784$3.02M0.6%-3013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,714$2.99M<0.01%+5,42713F-HRTimelineGroup
SYNOVUS FINANCIAL CORP8,647$2.97M0.04%-7,51613F-HRTimeline
CoreCap Advisors, LLC8,616$2.96M0.13%+44513F-HRTimeline
FSC Wealth Advisors, LLC8,524$2.93M1.88%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …8,470$2.91M0.24%-3,84413F-HR/ATimeline
Gateway Wealth Partners, LLC8,288$2.85M0.74%+4,92713F-HRTimeline
Atria Investments, Inc8,210$2.82M0.04%+18913F-HRTimeline
BANK OF HAWAII8,118$2.79M0.15%-50813F-HRTimeline
WNY Asset Management, LLC8,105$2.78M0.35%+2,17213F-HRTimeline
Americana Partners, LLC7,997$2.75M0.11%013F-HRTimeline
Valmark Advisers, Inc.7,874$2.7M0.04%-14313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,834$2.69M0.01%-99913F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC7,626$2.62M1.01%+2,50213F-HRTimeline
Colorado Capital Management, Inc.7,552$2.59M1.26%+2,31213F-HRTimeline
NWAM LLC7,529$2.59M0.16%+2813F-HRTimeline
Worth Asset Management, LLC7,472$2.57M1.37%+2,74513F-HRTimeline
Orion Porfolio Solutions, LLC7,418$2.55M0.03%+3,02013F-HRTimeline
Orion Portfolio Solutions, LLC7,418$2.55M0.03%+3,02013F-HRTimeline
BluePointe Capital Management, LLC7,150$2.46M1.41%-36213F-HRTimeline
Fortune 45 LLC7,131$2.45M1.6%+713F-HRTimeline
Financial Life Planners7,114$2.44M2.05%13F-HRTimeline
Redhawk Wealth Advisors, Inc.7,023$2.41M0.33%+1,34113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC7,013$2.41M0.07%+24313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,979$2.4M<0.01%-1,33513F-HRTimelineGroup
Veridan Wealth LLC6,703$2.31M1.08%13F-HRTimeline
IHT Wealth Management, LLC6,717$2.31M0.07%-2,52113F-HRTimeline
N.E.W. Advisory Services LLC6,653$2.28M0.22%+51113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,592$2.26M0.06%-1,69613F-HRTimelineGroup
Regal Investment Advisors LLC6,567$2.26M0.17%-22513F-HRTimeline
Fearless Solutions, LLC dba Best Invest6,526$2.24M1.71%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,465$2.22M0.24%13F-HRTimeline
Good Life Advisors, LLC6,461$2.22M0.16%+15113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC6,400$2.2M<0.01%013F-HRTimelineGroup
Plancorp, LLC6,382$2.19M0.09%-2413F-HRTimeline
MGO ONE SEVEN LLC6,352$2.18M0.08%+36113F-HRTimeline
RIK SAYLOR FINANCIAL, INC.6,352$2.18M2.02%13F-HRTimeline
Cherry Creek Investment Advisors, Inc.6,307$2.17M1.06%-13713F-HRTimeline
Causey Wealth LLC6,247$2.15M1.25%13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding6,201$2.13M-680Timeline
Avant Capital LLC6,088$2.09M1.73%13F-HRTimeline
Procyon Advisors, LLC6,071$2.08M0.13%-1213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP6,068$2.08M0.16%+1,13213F-HRTimeline
HUB Investment Partners, LLC5,966$2.05M0.09%-15913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,859$2.01M0.02%+2413F-HRTimelineGroup
Finward Bancorp5,830$2M1.74%13F-HRTimeline
Financial Advocates Investment Manageme…5,825$2M0.11%+1,13313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,821$2M0.11%-4813F-HR/ATimelineGroup
USAdvisors Wealth Management, LLC5,812$2M0.65%-37913F-HRTimeline
GWN SECURITIES INC.5,621$1.99M0.53%13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV5,779$1.98M0.59%new13F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC5,715$1.96M1%+4,58913F-HRTimeline
Wealthspire Advisors, LLC5,693$1.96M0.02%-10613F-HRTimeline
Garden State Investment Advisory Servic…5,654$1.94M0.6%+4713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,639$1.94M0.01%+1,76613F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…5,599$1.92M0.01%-8413F-HRTimelineGroup
MidAtlantic Capital Management, Inc.5,542$1.9M1.39%+313F-HRTimeline
Sovereign Financial Group, Inc.5,527$1.9M0.44%-53813F-HRTimeline
Carr Financial Group Corp5,510$1.89M0.59%+1,33313F-HRTimeline
Balanced Rock Investment Advisors LLC5,473$1.88M1.49%+2013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC5,459$1.87M0.05%-36413F-HRTimeline
Sovran Advisors, LLC5,562$1.87M0.27%13F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co5,441$1.87M<0.01%-1,51613F-HRTimelineGroup
Sigma Planning Corp5,429$1.86M0.06%-24313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,400$1.85M0.14%new13F-HRTimeline
Hershey Financial Advisers, LLC5,340$1.83M1.61%13F-HRTimeline
Oxbow Advisors, LLC5,302$1.82M0.21%+10213F-HRTimeline
Hansen & Associates Financial Group, In…5,039$1.77M0.9%new13F-HRTimeline
Gilliland Jeter Wealth Management LLC5,073$1.74M0.59%+713F-HRTimeline
Jaffetilchin Investment Partners, LLC5,047$1.73M0.13%-313F-HRTimeline
Gladstone Institutional Advisory LLC5,033$1.73M0.08%-1,08713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,014$1.72M0.18%-2,78713F-HRTimeline
Bowman & Co S.C.4,936$1.69M0.88%+713F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,916$1.69M0.02%+1213F-HRTimelineGroup
Eagle Strategies LLC4,913$1.69M0.29%+18613F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC4,821$1.66M0.38%+4513F-HRTimeline
LifePlan Financial, LLC4,731$1.62M1.44%-49313F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC4,662$1.6M0.23%-9813F-HRTimeline
WESTBOURNE INVESTMENTS, INC.4,619$1.59M0.93%13F-HRTimeline
Continuum Advisory, LLC4,574$1.57M0.2%+12813F-HRTimeline
Gray Wealth Management Inc.4,572$1.57M0.6%+6713F-HRTimeline
Kensington Asset Management, LLC4,500$1.55M0.09%-142,70013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Corient Private Wealth LPin group Corient Private Wealth LP7,541$1.54M<0.01%+3,13013F-HRTimelineGroup
Clark Capital Management Group, Inc.4,476$1.54M0.01%-5113F-HRTimeline
Lloyd Advisory Services, LLC.4,464$1.53M0.73%new13F-HRTimeline
Mutual Advisors, LLC4,461$1.53M0.04%-5213F-HRTimeline
Blue Trust, Inc.4,436$1.52M0.02%+3,88013F-HR/ATimeline
Crescent Grove Advisors, LLC4,335$1.49M0.15%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,286$1.47M<0.01%+2513F-HRTimelineGroup
WILLNER & HELLER, LLC4,263$1.46M1.28%+6613F-HRTimeline
Estate Counselors, LLC4,255$1.46M0.16%+3,17513F-HRTimeline
Fee-Only Financial Planning, L.C.4,200$1.44M0.93%013F-HRTimeline
Wellspring Financial Advisors, LLC4,197$1.44M0.15%+613F-HRTimeline
Meridian Wealth Management, LLC4,190$1.44M0.07%-14013F-HRTimeline
Argent Trust Co4,177$1.43M0.06%013F-HRTimeline
Sound Income Strategies, LLC4,176$1.43M0.09%+2,32813F-HRTimeline
LongView Wealth Management4,139$1.42M0.43%+17813F-HRTimeline
OLD NATIONAL BANCORP /IN/4,028$1.38M0.03%-7013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT4,000$1.37M0.06%013F-HRTimeline
Ausdal Financial Partners, Inc.3,991$1.37M0.12%-16113F-HRTimeline
RWA WEALTH PARTNERS, LLC3,961$1.36M0.02%-80713F-HRTimeline
High Net Worth Advisory Group LLC3,943$1.35M0.38%+67913F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC3,920$1.35M0.22%+6213F-HRTimeline
FRG Family Wealth Advisors LLC3,913$1.34M0.24%013F-HRTimeline
Premier Path Wealth Partners, LLC3,905$1.34M0.2%+113F-HRTimeline
Echo Wealth Management, LLC3,905$1.34M0.93%013F-HRTimeline
Csenge Advisory Group3,893$1.34M0.07%-48513F-HRTimeline
LifeSteps Financial, Inc.3,823$1.31M1.01%-1513F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC3,840$1.31M0.12%-11613F-HRTimelineGroup
CERTUITY, LLC3,786$1.3M0.14%+913F-HRTimeline
Aveo Capital Partners, LLC3,783$1.3M0.14%-12813F-HRTimeline
Crown Wealth Group, LLC3,776$1.3M0.53%+37213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.3,764$1.29M0.03%013F-HRTimelineGroup
Allworth Financial LP3,606$1.28M0.01%+1,32713F-HRTimeline
Retireful, LLC3,706$1.27M0.72%new13F-HRTimeline
&PARTNERS3,662$1.27M0.02%+4713F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…3,542$1.25M0.07%+81113F-HRTimeline
Insight Advisors, LLC/ PA3,616$1.25M0.21%-5613F-HRTimeline
Hoffman, Alan N Investment Management3,613$1.24M0.56%-30513F-HRTimeline
MFA WEALTH ADVISORS, LLC3,555$1.22M0.31%-2,39813F-HRTimeline
Venturi Wealth Management, LLC3,510$1.21M0.06%-1,00013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,501$1.2M<0.01%+113F-HRTimelineGroup
Sage Mountain Advisors LLC3,482$1.2M0.09%+313F-HRTimeline
McAdam, LLC3,473$1.19M0.07%-35713F-HRTimeline
Keystone Financial Group3,439$1.18M0.12%-18113F-HRTimeline
Berger Financial Group, Inc3,434$1.18M0.08%+97213F-HRTimeline
TOWNSQUARE CAPITAL LLC3,399$1.17M0.01%+34613F-HRTimeline
FINANCIAL COUNSELORS INC3,361$1.15M0.02%-913F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI3,330$1.14M0.06%-10013F-HRTimeline
Farther Finance Advisors, LLC3,309$1.14M0.04%+7913F-HRTimeline
MGB Wealth Management, LLC3,301$1.13M0.35%new13F-HRTimeline
Capital Investment Advisors, LLC3,248$1.12M0.02%+15913F-HRTimeline
Clearwater Capital Advisors, LLC3,233$1.11M0.11%-1,18313F-HRTimeline
Weaver Consulting Group3,199$1.1M0.34%+31813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,193$1.1M<0.01%-19913F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,158$1.08M<0.01%-21613F-HRTimelineGroup
Wilmington Savings Fund Society, FSB3,081$1.06M0.02%new13F-HRTimeline
Quent Capital, LLC3,023$1.04M0.11%-1613F-HRTimeline
Nautilus Advisors LLC3,000$1.03M0.82%13F-HRTimeline
Betterment LLC2,997$1.03M<0.01%-31513F-HRTimeline
Detalus Advisors, LLC2,991$1.03M0.34%-11213F-HRTimeline
Institute for Wealth Management, LLC.2,987$1.03M0.13%+61313F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC2,985$1.03M0.46%+48713F-HRTimeline
Quantum Portfolio Management LLC2,981$1.02M0.55%-2,54613F-HRTimeline
Integras Partners LLC2,949$1.01M0.86%13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC2,936$1.01M0.39%013F-HRTimeline
Investment Planning Advisors, Inc.2,895$994K0.43%+40213F-HRTimeline
Cyndeo Wealth Partners, LLC2,892$993K0.07%-3113F-HRTimeline
LS Investment Advisors, LLC2,875$987K0.14%+2,14513F-HRTimeline
Prestige Wealth Management Group LLC2,869$985K0.2%013F-HR/ATimeline
Ridgepath Capital Management LLC2,860$982K0.45%-36913F-HRTimeline
Well Done, LLC3,040$979K0.18%013F-HRTimeline
HARTLINE INVESTMENT CORP/2,790$958K0.11%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,787$957K0.03%-8013F-HRTimeline
Tudor Financial Inc.2,735$939K0.55%-9913F-HRTimeline
NorthCoast Asset Management LLC2,698$927K<0.01%+313F-HR/ATimeline
Koshinski Asset Management, Inc.2,659$913K0.08%-7113F-HRTimeline
Legacy Financial Advisors, Inc.2,642$907K0.15%-613F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …2,663$906K0.05%-12113F-HRTimelineGroup
PFG Advisors2,593$890K0.05%+31013F-HRTimeline
WMS Partners, LLC2,588$889K0.05%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,531$869K0.13%+7313F-HRTimeline
Global Trust Asset Management, LLC2,501$859K0.33%013F-HRTimeline
Graney & King, LLC3,010$851K0.64%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,467$847K<0.01%+8813F-HRTimelineGroup
Wescott Financial Advisory Group, LLC2,466$847K0.09%+113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC2,465$847K0.01%+84213F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV2,455$843K0.29%+53013F-HRTimeline
Heartwood Wealth Advisors LLC2,455$843K0.09%013F-HRTimeline
Avalon Trust Co2,450$841K0.06%013F-HRTimeline
CENTRAL TRUST Co2,432$835K0.02%-3313F-HRTimeline
Private Wealth Group, LLC2,418$830K0.41%013F-HRTimeline
Kera Capital Partners, Inc.2,412$828K0.24%13F-HRTimeline
Summit Investment Advisory Services, LLC2,407$826K0.43%-3613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,394$822K<0.01%+94613F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC2,340$804K0.02%13F-HRTimeline
Squire Investment Management Company, L…2,325$798K0.35%013F-HRTimeline
OneDigital Investment Advisors LLC2,300$790K0.01%-28913F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,249$783K0.16%-11413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,263$777K0.02%+2713F-HRTimelineGroup
Summit Financial, LLC2,256$775K0.03%+3313F-HRTimeline
Belpointe Asset Management LLC2,415$760K0.05%+2013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,204$757K0.05%-6013F-HRTimelineGroup