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Disclosery

MGK VANGUARD WORLD FD

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SHS (fund)

807 managers (817 13F filers) reported a position in MGK shares at 2025-03-31, 38,250,955 shares in all. 60 filers opened a position and 74 filers sold out during the quarter.

Managers
807
13F filers
817
New
60
Added
261
Reduced
289
Sold out
74
Shares held by filers
38,250,955

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
World Investment Advisors9,224$2.85M0.07%-1,07113F-HRTimeline
Atria Investments, Inc9,185$2.84M0.04%+97513F-HRTimeline
1900 WEALTH MANAGEMENT LLC9,089$2.81M0.23%-19913F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC9,023$2.79M1.57%-1,18113F-HRTimeline
Kovack Advisors, Inc.9,010$2.78M0.29%-19913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,003$2.78M0.02%-4213F-HRTimelineGroup
Gateway Wealth Partners, LLC8,991$2.78M0.62%+70313F-HRTimeline
Breakwater Capital Group8,970$2.77M0.49%+18613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC8,861$2.74M1.05%+1,23513F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC8,637$2.67M1.96%-7,05313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,745$2.67M0.01%+23513F-HRTimelineGroup
FSC Wealth Advisors, LLC8,524$2.63M1.73%013F-HRTimeline
Sowell Financial Services LLC8,498$2.62M0.12%new13F-HRTimeline
WNY Asset Management, LLC8,410$2.6M0.31%+30513F-HRTimeline
Orion Porfolio Solutions, LLC8,314$2.57M0.03%+89613F-HRTimeline
Orion Portfolio Solutions, LLC8,314$2.57M0.03%+89613F-HR/ATimeline
Colorado Capital Management, Inc.8,314$2.57M1.2%+76213F-HRTimeline
SYNOVUS FINANCIAL CORP8,151$2.52M0.03%-49613F-HRTimeline
BANK OF HAWAII8,118$2.51M0.14%013F-HRTimeline
CoreCap Advisors, LLC8,116$2.51M0.11%-50013F-HRTimeline
Farther Finance Advisors, LLC8,046$2.51M0.06%+4,73713F-HRTimeline
Bright Futures Wealth Management, LLC.8,740$2.49M2.73%-2113F-HRTimeline
Americana Partners, LLC7,997$2.47M0.1%013F-HRTimeline
Vigilare Wealth Management7,893$2.44M0.97%+7,17413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC7,888$2.44M0.07%+87513F-HRTimeline
Valmark Advisers, Inc.7,851$2.42M0.04%-2313F-HRTimeline
Robertson Stephens Wealth Management, L…7,736$2.39M0.09%-2,11613F-HRTimeline
NWAM LLC7,536$2.33M0.2%+713F-HRTimeline
Redhawk Wealth Advisors, Inc.7,475$2.31M0.31%+45213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,384$2.28M0.01%-45013F-HRTimeline
Veridan Wealth LLC7,333$2.27M1.02%+63013F-HRTimeline
Fortune 45 LLC7,139$2.21M1.44%+813F-HRTimeline
Financial Life Planners7,120$2.2M2.14%+613F-HRTimeline
IHT Wealth Management, LLC7,026$2.17M0.07%+30913F-HRTimeline
Good Life Advisors, LLC7,025$2.17M0.15%+56413F-HRTimeline
AE Wealth Management LLC6,970$2.15M0.02%-5,71813F-HRTimeline
TUDOR INVESTMENT CORP ET AL6,852$2.12M0.02%-3,33213F-HRTimeline
Strategic Investment Solutions, Inc. /IL6,779$2.1M0.61%+5,48813F-HRTimeline
N.E.W. Advisory Services LLC6,699$2.07M0.16%+4613F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC6,541$2.02M1.03%+82613F-HRTimeline
Fearless Solutions, LLC dba Best Invest6,521$2.01M1.57%-513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP6,436$1.99M0.15%+36813F-HRTimeline
MGO ONE SEVEN LLC6,403$1.98M0.08%+5113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC6,400$1.98M<0.01%013F-HRTimelineGroup
Plancorp, LLC6,382$1.97M0.08%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,353$1.96M0.01%+71413F-HRTimelineGroup
Avestar Capital, LLC6,324$1.95M0.19%+4,84413F-HRTimeline
Regal Investment Advisors LLC6,322$1.95M0.16%-24513F-HRTimeline
&PARTNERS6,310$1.95M0.02%+2,64813F-HRTimeline
Cherry Creek Investment Advisors, Inc.6,273$1.94M1.01%-3413F-HRTimeline
RIK SAYLOR FINANCIAL, INC.6,267$1.94M1.71%-8513F-HRTimeline
Causey Wealth LLC6,250$1.93M1.08%+313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding6,207$1.92M+6Timeline
Eagle Strategies LLC6,171$1.91M0.33%+1,25813F-HRTimeline
HUB Investment Partners, LLC6,147$1.9M0.08%+18113F-HRTimeline
Worth Asset Management, LLC6,115$1.89M1.03%-1,35713F-HRTimeline
Avant Capital LLC6,051$1.87M1.55%-3713F-HRTimeline
Premier Path Wealth Partners, LLC6,008$1.86M0.29%+2,10313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,971$1.84M0.05%-62113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,907$1.82M0.02%+4813F-HRTimelineGroup
Finward Bancorp5,827$1.8M1.56%-313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,815$1.8M0.1%-613F-HR/ATimelineGroup
Richard P Slaughter Associates Inc5,770$1.78M0.42%-3,48813F-HRTimeline
Berger Financial Group, Inc5,760$1.78M0.12%+2,32613F-HRTimeline
Sound Income Strategies, LLC5,758$1.78M0.11%+1,58213F-HRTimeline
Alexis Investment Partners, LLC5,704$1.76M0.84%+4,37113F-HRTimeline
MidAtlantic Capital Management, Inc.5,649$1.74M1.37%+10713F-HRTimeline
Garden State Investment Advisory Servic…5,616$1.74M0.56%-3813F-HRTimeline
Balanced Rock Investment Advisors LLC5,614$1.73M1.38%+14113F-HRTimeline
Procyon Advisors, LLC5,508$1.7M0.1%-56313F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…5,436$1.68M0.02%+52013F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…5,421$1.67M0.01%-17813F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd5,419$1.67M0.11%+4,00313F-HRTimeline
Pathway Financial Advisers, LLC5,362$1.66M0.57%new13F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC5,354$1.65M8.32%-20,83113F-HRTimeline
Sigma Planning Corp5,284$1.63M0.05%-14513F-HRTimeline
Financial Advocates Investment Manageme…5,279$1.63M0.11%-54613F-HRTimeline
Sovereign Financial Group, Inc.5,213$1.61M0.37%-31413F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co5,149$1.59M<0.01%-29213F-HR/ATimelineGroup
ECLECTIC ASSOCIATES INC /ADV5,148$1.59M0.43%-63113F-HRTimeline
Sovran Advisors, LLC5,422$1.59M0.21%-14013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC5,095$1.57M0.04%-36413F-HRTimeline
Gilliland Jeter Wealth Management LLC5,079$1.57M0.55%+613F-HRTimeline
Jaffetilchin Investment Partners, LLC5,062$1.56M0.11%+1513F-HRTimeline
Mutual Advisors, LLC4,964$1.56M0.04%+50313F-HRTimeline
Continuum Advisory, LLC5,002$1.54M0.2%+42813F-HRTimeline
TOWNSQUARE CAPITAL LLC4,998$1.54M0.02%+1,59913F-HRTimeline
Bowman & Co S.C.4,941$1.53M0.75%+513F-HRTimeline
Carr Financial Group Corp4,878$1.51M0.49%-63213F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC4,804$1.48M0.38%-1713F-HR/ATimeline
LAZARI CAPITAL MANAGEMENT, INC.4,747$1.47M0.6%+3,61413F-HRTimeline
Gladstone Institutional Advisory LLC4,725$1.46M0.07%-30813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,700$1.45M<0.01%-2,84113F-HRTimelineGroup
STEEL GROVE CAPITAL ADVISORS, LLC4,644$1.43M0.22%-1813F-HRTimeline
Betterment LLC4,629$1.43M<0.01%+1,63213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,601$1.42M<0.01%+31513F-HRTimelineGroup
Clark Capital Management Group, Inc.4,582$1.42M0.01%+10613F-HRTimeline
LifePlan Financial, LLC4,520$1.4M1.22%-21113F-HRTimeline
WESTBOURNE INVESTMENTS, INC.4,469$1.38M0.83%-15013F-HRTimeline
Blue Trust, Inc.4,436$1.37M0.02%013F-HRTimeline
WILLNER & HELLER, LLC4,416$1.36M1.26%+15313F-HRTimeline
High Net Worth Advisory Group LLC4,338$1.34M0.38%+39513F-HRTimeline
Crescent Grove Advisors, LLC4,335$1.34M0.14%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC4,293$1.33M0.25%+37313F-HR/ATimeline
USAdvisors Wealth Management, LLC4,257$1.31M0.46%-1,55513F-HRTimeline
Wellspring Financial Advisors, LLC4,202$1.3M0.14%+513F-HRTimeline
Fee-Only Financial Planning, L.C.4,200$1.3M0.89%013F-HRTimeline
LongView Wealth Management4,195$1.3M0.39%+5613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,186$1.29M0.03%+1,92313F-HRTimelineGroup
Argent Trust Co4,177$1.29M0.05%013F-HRTimeline
Meridian Wealth Management, LLC4,130$1.28M0.06%-6013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…4,058$1.25M0.02%new13F-HRTimelineGroup
Estate Counselors, LLC4,045$1.25M0.13%-21013F-HRTimeline
SCS Capital Management LLC4,038$1.25M0.02%new13F-HR/ATimeline
OLD NATIONAL BANCORP /IN/4,028$1.24M0.03%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT4,000$1.24M0.05%013F-HRTimeline
RWA WEALTH PARTNERS, LLC3,961$1.22M0.02%013F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC4,130$1.22M0.12%+29013F-HRTimelineGroup
Oxbow Advisors, LLC3,920$1.21M0.13%-1,38213F-HRTimeline
Csenge Advisory Group4,115$1.2M0.07%+22213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,830$1.18M<0.01%+2,14513F-HRTimelineGroup
Ausdal Financial Partners, Inc.3,822$1.18M0.09%-16913F-HRTimeline
FRG Family Wealth Advisors LLC3,803$1.17M0.23%-11013F-HRTimeline
LifeSteps Financial, Inc.3,791$1.17M0.95%-3213F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.3,784$1.17M0.14%+1,76313F-HRTimeline
CERTUITY, LLC3,786$1.17M0.12%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.3,764$1.16M0.03%013F-HRTimelineGroup
Insight Advisors, LLC/ PA3,623$1.12M0.2%+713F-HRTimeline
Hoffman, Alan N Investment Management3,604$1.11M0.57%-913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,600$1.11M0.04%+1,57213F-HRTimelineGroup
Choate Investment Advisors3,598$1.11M0.03%+1,40013F-HRTimeline
Allworth Financial LP3,590$1.11M0.01%-1613F-HRTimeline
Echo Wealth Management, LLC3,574$1.1M0.75%-33113F-HRTimeline
Accurate Wealth Management, LLC3,683$1.1M0.21%+1,54313F-HRTimeline
Sage Mountain Advisors LLC3,485$1.08M0.08%+313F-HRTimeline
Plan Group Financial, LLC3,467$1.07M0.38%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,450$1.06M0.42%+46513F-HRTimeline
MFA WEALTH ADVISORS, LLC3,359$1.04M0.26%-19613F-HRTimeline
Keystone Financial Group3,350$1.03M0.11%-8913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,309$1.02M<0.01%-19213F-HRTimelineGroup
PFG Advisors3,249$1M0.06%+65613F-HRTimeline
FINANCIAL COUNSELORS INC3,240$1M0.02%-12113F-HRTimeline
Clearwater Capital Advisors, LLC3,233$999K0.1%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,228$997K<0.01%+3513F-HRTimelineGroup
Well Done, LLC2,898$995K0.18%-14213F-HRTimeline
Capital Investment Advisors, LLC3,208$991K0.02%-4013F-HRTimeline
Wilmington Savings Fund Society, FSB3,081$952K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC3,050$942K<0.01%-10813F-HRTimelineGroup
Crown Wealth Group, LLC3,043$940K0.49%-73313F-HRTimeline
Nautilus Advisors LLC3,000$927K0.77%013F-HRTimeline
Weaver Consulting Group2,993$925K0.28%-20613F-HRTimeline
Detalus Advisors, LLC2,991$924K0.29%013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC2,936$907K0.35%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,890$893K0.05%-44013F-HRTimeline
Cyndeo Wealth Partners, LLC2,881$890K0.06%-1113F-HRTimeline
Investment Planning Advisors, Inc.2,875$888K0.36%-2013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …2,781$878K0.05%+11813F-HRTimelineGroup
Geneos Wealth Management Inc.2,798$864K0.01%+1,88113F-HRTimeline
HARTLINE INVESTMENT CORP/2,790$862K0.11%013F-HRTimeline
Belpointe Asset Management LLC2,723$841K0.04%+30813F-HRTimeline
Clear Creek Financial Management, LLC2,716$839K0.09%+93913F-HRTimeline
Institute for Wealth Management, LLC.2,709$837K0.11%-27813F-HRTimeline
Koshinski Asset Management, Inc.2,698$833K0.07%+3913F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,696$833K0.06%+49213F-HRTimelineGroup
RETIREMENT GUYS FORMULA LLC2,681$828K0.41%+1,04913F-HRTimeline
Capital Investment Advisory Services, L…2,664$823K0.07%new13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,658$821K0.03%-12913F-HRTimeline
Legacy Financial Advisors, Inc.2,632$813K0.14%-1013F-HRTimeline
VestGen Advisors, LLC2,624$811K0.04%13F-HRTimeline
NorthCoast Asset Management LLC2,617$808K<0.01%-8113F-HR/ATimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV2,597$802K0.29%+14213F-HRTimeline
Prestige Wealth Management Group LLC2,562$791K0.17%-30713F-HR/ATimeline
Heartwood Wealth Advisors LLC2,505$774K0.09%+5013F-HRTimeline
Integras Partners LLC2,504$773K0.7%-44513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,247$772K0.02%+10013F-HRTimelineGroup
Ridgepath Capital Management LLC2,496$771K0.37%-36413F-HRTimeline
Wescott Financial Advisory Group, LLC2,466$762K0.08%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,452$758K<0.01%-1513F-HRTimelineGroup
Avalon Trust Co2,450$757K0.06%013F-HRTimeline
Financial Engines Advisors L.L.C.2,444$755K<0.01%new13F-HRTimeline
CENTRAL TRUST Co2,432$751K0.02%013F-HRTimeline
Private Wealth Group, LLC2,418$747K0.44%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC2,397$740K0.01%-6813F-HRTimeline
Summit Investment Advisory Services, LLC2,346$725K0.36%-6113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,344$723K0.11%-18713F-HRTimeline
Qube Research & Technologies Ltd2,339$722K<0.01%+42213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,331$720K0.02%-913F-HRTimeline
National Wealth Management Group, LLC2,330$720K0.47%+92913F-HRTimeline
Squire Investment Management Company, L…2,325$718K0.3%013F-HRTimeline
M3 Advisory Group, LLC2,298$710K0.56%+57713F-HRTimeline
Aptus Capital Advisors, LLC2,291$708K0.01%+22313F-HRTimeline
Strategic Blueprint, LLC2,254$696K0.04%+29313F-HRTimeline
Wagner Wealth Management, LLC2,235$690K0.17%new13F-HRTimeline
Kera Capital Partners, Inc.2,212$683K0.2%-20013F-HRTimeline
Dana Investment Advisors, Inc.2,148$663K0.02%+6813F-HRTimeline
Fortis Group Advisors, LLC2,122$656K0.13%-12,34013F-HRTimeline
Vantage Financial Partners, LLC2,114$653K0.16%+213F-HRTimeline
Graney & King, LLC2,111$652K0.49%-89913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,096$648K0.02%+213F-HRTimelineGroup
United Advisor Group, LLC2,094$647K0.13%+68013F-HRTimeline