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Disclosery

MGK VANGUARD WORLD FD

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SHS (fund)

853 managers (863 13F filers) reported a position in MGK shares at 2025-06-30, 39,924,204 shares in all. 94 filers opened a position and 50 filers sold out during the quarter.

Managers
853
13F filers
863
New
94
Added
275
Reduced
256
Sold out
50
Shares held by filers
39,924,204

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
Pinnacle Bancorp, Inc.10,344$3.79M1.17%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC10,091$3.69M1.09%+1,23013F-HRTimeline
WNY Asset Management, LLC10,065$3.69M0.41%+1,65513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,035$3.67M<0.01%+6,20513F-HRTimelineGroup
Worth Asset Management, LLC10,010$3.67M1.81%+3,89513F-HRTimeline
Consolidated Portfolio Review Corp9,981$3.65M0.51%-27013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,937$3.64M0.01%+19213F-HRTimelineGroup
Sheridan Capital Management, LLC9,927$3.63M2.51%+47313F-HRTimeline
World Investment Advisors9,904$3.63M0.08%+68013F-HRTimeline
Horizon Investment Services, LLC9,897$3.62M1.59%-38813F-HRTimeline
Pillar Financial Advisors, LLC9,741$3.57M2.46%-13913F-HRTimeline
Checchi Capital Advisers, LLC9,503$3.48M0.24%-1,00313F-HRTimeline
Breakwater Capital Group9,379$3.43M0.56%+40913F-HRTimeline
Silicon Valley Capital Partners9,356$3.43M0.36%-6613F-HRTimeline
Main Street Financial Solutions, LLC9,304$3.41M0.25%-2313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,200$3.37M0.03%+19713F-HRTimelineGroup
Simplicity Wealth,LLC9,192$3.37M0.14%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.9,109$3.34M0.18%-1,91213F-HRTimeline
Ballentine Partners, LLC9,058$3.32M0.05%-18313F-HRTimeline
1900 WEALTH MANAGEMENT LLC9,043$3.31M0.25%-4613F-HRTimeline
Accretive Wealth Partners, LLC9,000$3.3M1.08%013F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC8,806$3.22M1.81%-21713F-HRTimeline
Kera Capital Partners, Inc.8,804$3.22M0.64%+6,59213F-HRTimeline
CoreCap Advisors, LLC8,741$3.2M0.13%+62513F-HRTimeline
MAI Capital Management8,721$3.19M0.02%-1,16413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8,694$3.18M0.17%-8,44513F-HRTimelineGroup
Colorado Capital Management, Inc.8,690$3.18M1.36%+37613F-HRTimeline
Redhawk Wealth Advisors, Inc.8,656$3.17M0.4%+1,18113F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC8,645$3.17M0.36%-63113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC8,480$3.11M0.08%+59213F-HRTimeline
Sowell Financial Services LLC8,465$3.1M0.13%-3313F-HRTimeline
BANK OF HAWAII8,447$3.09M0.16%+32913F-HRTimeline
Farther Finance Advisors, LLC8,241$3.02M0.06%+19513F-HRTimeline
First Horizon Advisors, Inc.8,151$2.98M0.08%-1,20413F-HRTimeline
IHT Wealth Management, LLC8,014$2.93M0.08%+98813F-HRTimeline
Americana Partners, LLC7,997$2.93M0.1%013F-HRTimeline
Valmark Advisers, Inc.7,852$2.88M0.04%+113F-HRTimeline
Plan Group Financial, LLC7,808$2.86M0.94%+4,34113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,665$2.81M0.01%+28113F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…7,554$2.77M1.03%-2,32713F-HRTimelineGroup
NWAM LLC7,270$2.76M0.16%-26613F-HR/ATimeline
FISCHER INVESTMENT STRATEGIES, LLC7,352$2.69M1.81%-1,28513F-HRTimeline
Financial Life Planners7,297$2.67M2.17%+17713F-HRTimeline
Fortune 45 LLC7,288$2.67M1.54%+14913F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.7,284$2.67M0.31%+3,50013F-HRTimeline
Good Life Advisors, LLC7,005$2.57M0.16%-2013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP6,942$2.54M0.17%+50613F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC6,830$2.5M0.55%+2,02613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,781$2.48M0.06%+81013F-HRTimelineGroup
Mayfair Advisory Group, LLC6,361$2.45M1.16%+5,53913F-HRTimeline
SYNOVUS FINANCIAL CORP6,664$2.44M0.03%-1,48713F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC6,651$2.44M1.09%+11013F-HRTimeline
Eagle Strategies LLC6,630$2.43M0.37%+45913F-HRTimeline
Francis Financial, Inc.6,557$2.4M0.56%new13F-HRTimeline
N.E.W. Advisory Services LLC6,512$2.38M0.23%-18713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC6,474$2.37M<0.01%+7413F-HRTimelineGroup
Fearless Solutions, LLC dba Best Invest6,469$2.37M1.66%-5213F-HRTimeline
MGO ONE SEVEN LLC6,431$2.35M0.08%+2813F-HRTimeline
Sound Income Strategies, LLC6,426$2.35M0.13%+66813F-HRTimeline
Plancorp, LLC6,382$2.34M0.08%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,356$2.33M0.08%+2,75613F-HRTimelineGroup
Causey Wealth LLC6,250$2.29M1.18%013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.6,237$2.28M1.76%-3013F-HRTimeline
MidAtlantic Capital Management, Inc.6,220$2.28M1.62%+57113F-HRTimeline
Cherry Creek Investment Advisors, Inc.6,175$2.26M1.06%-9813F-HRTimeline
Savvy Advisors, Inc.6,104$2.24M0.15%new13F-HRTimeline
Avant Capital LLC6,052$2.22M1.72%+113F-HRTimeline
Strategic Investment Solutions, Inc. /IL6,018$2.21M0.67%-76113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding6,024$2.21M-183Timeline
Berger Financial Group, Inc6,016$2.2M0.14%+25613F-HRTimeline
Premier Path Wealth Partners, LLC6,008$2.2M0.31%013F-HRTimeline
HUB Investment Partners, LLC6,006$2.2M0.08%-14113F-HRTimeline
Finward Bancorp5,985$2.19M1.73%+15813F-HRTimeline
Regal Investment Advisors LLC5,918$2.17M0.16%-40413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,850$2.14M0.1%+3513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,846$2.14M0.02%-6113F-HRTimelineGroup
&PARTNERS5,846$2.14M0.02%-46413F-HRTimeline
One Capital Management, LLC5,837$2.14M0.07%-91,74513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC5,696$2.09M0.05%+60113F-HRTimeline
Pathway Financial Advisers, LLC5,669$2.08M0.67%+30713F-HRTimeline
Kovack Advisors, Inc.5,590$2.05M0.2%-3,42013F-HRTimeline
Garden State Investment Advisory Servic…5,576$2.04M0.55%-4013F-HRTimeline
Mutual Advisors, LLC5,360$2.03M0.05%+39613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…5,449$2M0.01%+2813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP5,337$1.95M<0.01%+63713F-HR/ATimelineGroup
Sovereign Financial Group, Inc.5,195$1.9M0.39%-1813F-HRTimeline
Jaffetilchin Investment Partners, LLC5,129$1.88M0.12%+6713F-HRTimeline
Brendel Financial Advisors LLC5,107$1.87M1.05%new13F-HRTimeline
Continuum Advisory, LLC5,088$1.86M0.22%+8613F-HRTimeline
Gilliland Jeter Wealth Management LLC5,079$1.86M0.61%013F-HRTimeline
Accurate Wealth Management, LLC4,997$1.85M0.28%+1,31413F-HRTimeline
Bowman & Co S.C.4,941$1.81M0.81%013F-HRTimeline
Sigma Planning Corp4,884$1.79M0.05%-40013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.4,804$1.76M0.66%+5713F-HRTimeline
Hershey Financial Advisers, LLC4,754$1.74M1.56%13F-HRTimeline
Procyon Advisors, LLC4,724$1.73M0.16%-78413F-HRTimeline
Gladstone Institutional Advisory LLC4,641$1.7M0.07%-8413F-HRTimeline
Almanack Investment Partners, LLC.4,619$1.69M0.27%new13F-HRTimeline
High Net Worth Advisory Group LLC4,582$1.68M0.44%+24413F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC4,507$1.65M0.55%+1,05713F-HR/ATimeline
Efficient Advisors, LLC4,505$1.65M0.1%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,481$1.64M0.04%+29513F-HRTimelineGroup
LifePlan Financial, LLC4,474$1.64M1.36%-4613F-HRTimeline
Financial Engines Advisors L.L.C.4,466$1.64M<0.01%+2,02213F-HRTimeline
Clark Capital Management Group, Inc.4,454$1.63M0.01%-12813F-HRTimeline
Blue Trust, Inc.4,436$1.62M0.02%013F-HRTimeline
WILLNER & HELLER, LLC4,402$1.61M1.36%-1413F-HRTimeline
WESTBOURNE INVESTMENTS, INC.4,384$1.61M0.86%-8513F-HRTimeline
Crescent Grove Advisors, LLC4,335$1.59M0.15%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,331$1.59M<0.01%-27013F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV4,327$1.58M0.34%-82113F-HRTimeline
LongView Wealth Management4,305$1.58M0.48%+11013F-HRTimeline
Sovran Advisors, LLC4,253$1.56M0.16%-1,16913F-HRTimeline
OLD NATIONAL BANCORP /IN/4,218$1.54M0.03%+19013F-HRTimeline
Wellspring Financial Advisors, LLC4,202$1.54M0.15%013F-HRTimeline
Fee-Only Financial Planning, L.C.4,200$1.54M0.95%013F-HRTimeline
Balanced Rock Investment Advisors LLC4,198$1.54M1.21%-1,41613F-HRTimeline
Argent Trust Co4,177$1.53M0.06%013F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…4,148$1.52M0.89%13F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,123$1.51M0.01%-1,31313F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,095$1.5M<0.01%new13F-HRTimelineGroup
Belpointe Asset Management LLC4,081$1.49M0.06%+1,35813F-HRTimeline
CWM, LLCin group CWM, LLC4,077$1.49M0.01%+1,02713F-HRTimelineGroup
SCS Capital Management LLC4,038$1.48M0.02%013F-HRTimeline
Allworth Financial LP4,022$1.47M0.01%+43213F-HRTimeline
Betterment LLC4,009$1.47M<0.01%-62013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT4,000$1.46M0.06%013F-HRTimeline
Venturi Wealth Management, LLC4,000$1.46M0.07%new13F-HRTimeline
Meridian Wealth Management, LLC3,991$1.46M0.06%-13913F-HRTimeline
RWA WEALTH PARTNERS, LLC3,961$1.45M0.02%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC3,940$1.44M0.23%-35313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,930$1.44M0.03%+2,64113F-HRTimeline
Oxbow Advisors, LLC3,920$1.44M0.16%013F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC3,830$1.42M0.12%-30013F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,867$1.42M0.02%-19113F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.3,848$1.41M0.02%+1,87513F-HRTimelineGroup
Robertson Stephens Wealth Management, L…3,843$1.41M0.05%-3,89313F-HRTimeline
Capital Squared Financial LLC3,829$1.4M1.63%13F-HRTimeline
Elevation Capital Advisory, LLC3,820$1.4M0.56%new13F-HRTimeline
FRG Family Wealth Advisors LLC3,803$1.39M0.24%013F-HRTimeline
CERTUITY, LLC3,791$1.39M0.13%+513F-HRTimeline
Keystone Financial Group3,771$1.38M0.12%+42113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.3,764$1.38M0.03%013F-HRTimelineGroup
LifeSteps Financial, Inc.3,741$1.37M0.94%-5013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co3,667$1.34M<0.01%-1,48213F-HRTimelineGroup
Ausdal Financial Partners, Inc.3,632$1.33M0.09%-19013F-HRTimeline
Csenge Advisory Group3,842$1.32M0.07%-27313F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC3,614$1.32M0.16%-1,03013F-HRTimeline
Insight Advisors, LLC/ PA3,598$1.32M0.21%-2513F-HRTimeline
Choate Investment Advisors3,598$1.32M0.03%013F-HRTimeline
Echo Wealth Management, LLC3,574$1.31M0.8%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,568$1.31M<0.01%+25913F-HRTimelineGroup
Parallel Advisors, LLC3,566$1.31M0.03%+2,05213F-HRTimeline
Jacobi Capital Management LLC3,541$1.3M0.09%new13F-HRTimeline
Hoffman, Alan N Investment Management3,519$1.29M0.64%-8513F-HRTimeline
Sage Mountain Advisors LLC3,485$1.28M0.08%013F-HRTimeline
Advisory Alpha, LLC3,482$1.28M0.04%+2,05413F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …3,277$1.27M0.05%+49613F-HRTimelineGroup
Financial Advocates Investment Manageme…3,430$1.26M0.1%-1,84913F-HRTimeline
Avestar Capital, LLC3,420$1.25M0.09%-2,90413F-HRTimeline
Turtle Creek Wealth Advisors, LLC3,408$1.25M0.15%new13F-HRTimeline
Integrated Advisors Network LLC3,368$1.23M0.06%new13F-HRTimeline
Crown Wealth Group, LLC3,302$1.21M0.45%+25913F-HRTimeline
Midwest Trust Co3,240$1.19M0.02%13F-HRTimeline
Clearwater Capital Advisors, LLC3,213$1.18M0.11%-2013F-HRTimeline
Modern Wealth Management, LLC3,201$1.17M0.03%+1,46513F-HR/ATimeline
M3 Advisory Group, LLC3,200$1.17M0.81%+90213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,193$1.17M<0.01%-7,49413F-HRTimelineGroup
Capital Investment Advisors, LLC3,148$1.15M0.02%-6013F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,458$1.15M<0.01%+2,23013F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,092$1.13M0.07%+39613F-HRTimelineGroup
Summit X, LLC3,000$1.1M0.2%+1,75013F-HRTimeline
Nautilus Advisors LLC3,000$1.1M0.81%013F-HRTimeline
Detalus Advisors, LLC2,991$1.1M0.32%013F-HRTimeline
Cyndeo Wealth Partners, LLC2,980$1.09M0.06%+9913F-HRTimeline
Investment Planning Advisors, Inc.2,974$1.09M0.38%+9913F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC2,936$1.08M0.39%013F-HRTimeline
NorthCoast Asset Management LLC2,911$1.07M<0.01%+29413F-HRTimeline
Well Done, LLC2,898$1.06M0.2%013F-HRTimeline
CALTON & ASSOCIATES, INC.2,878$1.05M0.18%new13F-HRTimeline
Wilmington Savings Fund Society, FSB2,861$1.05M0.02%-22013F-HRTimeline
Vigilare Wealth Management2,845$1.04M0.39%-5,04813F-HRTimeline
Weaver Consulting Group2,786$1.02M0.28%-20713F-HRTimeline
Legacy Financial Advisors, Inc.2,771$1.01M0.16%+13913F-HRTimeline
Koshinski Asset Management, Inc.2,698$988K0.07%013F-HRTimeline
HARTLINE INVESTMENT CORP/2,690$985K0.11%-10013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,650$970K0.03%-813F-HRTimeline
Institute for Wealth Management, LLC.2,633$964K0.11%-7613F-HRTimeline
Fort Sheridan Advisors LLC2,626$962K0.14%+1,13613F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,625$961K0.06%-26513F-HRTimeline
VestGen Advisors, LLC2,624$961K0.04%013F-HRTimeline
RFP Financial Group LLC2,621$960K0.4%-140,53413F-HRTimeline
TME FINANCIAL, INC.2,603$953K0.77%+1,08213F-HRTimeline
Larson Financial Group LLC2,588$948K0.04%+2,13713F-HRTimeline
RETIREMENT GUYS FORMULA LLC2,586$947K0.36%-9513F-HRTimeline
Prestige Wealth Management Group LLC2,562$939K0.19%013F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,548$933K0.02%+30113F-HRTimelineGroup
Geneos Wealth Management Inc.2,536$929K0.02%-26213F-HRTimeline
Ridgepath Capital Management LLC2,496$914K0.42%013F-HRTimeline
Quent Capital, LLC2,488$911K0.09%+63713F-HRTimeline