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Disclosery

MGK VANGUARD WORLD FD

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SHS (fund)

970 managers (983 13F filers) reported a position in MGK shares at 2025-12-31, 41,461,642 shares in all. 69 filers opened a position and 41 filers sold out during the quarter.

Managers
970
13F filers
983
New
69
Added
328
Reduced
305
Sold out
41
Shares held by filers
41,461,642

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
INSIGNEO ADVISORY SERVICES, LLC11,763$4.86M0.35%-3413F-HRTimeline
MATHER GROUP, LLC.11,605$4.79M0.05%-3,92113F-HRTimeline
Tactive Advisors, LLC11,439$4.72M1.38%-75513F-HRTimeline
Mayfair Advisory Group, LLC11,269$4.63M1.8%+4,90013F-HRTimeline
Stone Wealth Partners11,200$4.62M4.12%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management11,184$4.62M0.15%+4,42813F-HRTimelineGroup
Bawa N Mallick Trust11,004$4.54M1.69%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC10,945$4.52M1.02%+27713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10,940$4.52M0.17%-1,99613F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.10,914$4.5M0.51%-64,70513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding10,812$4.46M-396Timeline
Atria Investments, Inc10,711$4.42M0.05%-10313F-HRTimeline
INTEGRITY ALLIANCE, LLC.10,701$4.42M0.16%+1,34413F-HRTimeline
Sharkey, Howes & Javer10,667$4.4M0.56%-5713F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC10,586$4.37M1.49%+8013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.10,513$4.27M3.99%13F-HRTimeline
Pinnacle Bancorp, Inc.10,324$4.26M1.25%-2013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,215$4.22M0.03%+1,02513F-HRTimelineGroup
Fisher Asset Management, LLC10,205$4.21M<0.01%+37613F-HRTimeline
Quantinno Capital Management LP10,155$4.19M0.01%+4,86713F-HRTimeline
NOVEM GROUP10,040$4.14M0.48%-22413F-HRTimeline
Forum Private Client Group LLC10,034$4.14M1.41%-23313F-HRTimeline
Breakwater Capital Group10,005$4.13M0.58%+84013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,983$4.12M0.19%+8,99513F-HRTimeline
Sound Income Strategies, LLC10,087$4.12M0.19%+2,39213F-HRTimeline
Horizon Investment Services, LLC9,906$4.09M1.47%-1713F-HRTimeline
Robertson Stephens Wealth Management, L…9,705$4.01M0.11%+4,06713F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.9,654$3.99M3.74%13F-HRTimeline
Alpha Cubed Investments, LLC9,626$3.97M0.14%-49613F-HRTimeline
Accurate Wealth Management, LLC9,490$3.93M0.5%+85013F-HRTimeline
Oxford Wealth Group, LLC9,495$3.92M1.91%13F-HRTimeline
Pillar Financial Advisors, LLC9,477$3.91M2.36%-19413F-HRTimeline
Ethos Financial Group, LLC9,434$3.89M0.29%-12413F-HRTimeline
High Net Worth Advisory Group LLC9,416$3.89M0.9%+2,68113F-HRTimeline
Silicon Valley Capital Partners9,314$3.84M0.35%-4113F-HRTimeline
Colorado Capital Management, Inc.9,308$3.84M1.44%+23413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,210$3.8M0.01%+3,67513F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC9,190$3.79M0.01%+3,12713F-HRTimelineGroup
HighPoint Advisor Group LLC9,120$3.76M0.08%new13F-HRTimeline
Wealthspire Advisors, LLC9,076$3.75M0.03%-2,98813F-HRTimeline
1900 WEALTH MANAGEMENT LLC9,045$3.73M0.24%+113F-HRTimeline
Ballentine Partners, LLC9,019$3.72M0.05%-3913F-HRTimeline
Accretive Wealth Partners, LLC9,000$3.71M1.1%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC8,973$3.7M0.35%+25313F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp8,850$3.65M0.19%+8,32413F-HRTimelineGroup
Kera Capital Partners, Inc.8,952$3.63M0.45%-5913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC8,801$3.63M0.08%+37113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd8,606$3.55M0.09%new13F-HRTimelineGroup
Prosperity Financial Group, Inc.group of 2 filers holding8,562$3.53M+274Timeline
NORTHBRIDGE FINANCIAL GROUP, LLC8,469$3.5M1.57%13F-HRTimeline
Integrated Wealth Concepts LLC8,447$3.49M0.04%-4,26313F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC8,385$3.46M1.74%-22713F-HRTimeline
Eagle Wealth Advisors LLC8,368$3.45M2.94%13F-HRTimeline
Sowell Financial Services LLC8,288$3.42M0.13%-44813F-HRTimeline
Main Street Financial Solutions, LLC8,277$3.42M0.26%-87213F-HRTimeline
Sheridan Capital Management, LLC8,175$3.37M1.71%+23713F-HRTimeline
BANK OF HAWAII8,156$3.37M0.17%-29113F-HRTimeline
One Capital Management, LLC8,050$3.32M0.1%+63513F-HRTimeline
Kovack Advisors, Inc.8,034$3.32M0.16%+2,41713F-HR/ATimeline
Valmark Advisers, Inc.7,980$3.29M0.04%+18113F-HRTimeline
CoreCap Advisors, LLC7,976$3.29M0.11%-1,21813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC7,964$3.29M0.11%-52013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV7,889$3.26M<0.01%-24013F-HRTimeline
Beaumont Asset Management, L.L.C.7,836$3.23M1.62%+1,60313F-HRTimeline
Pathway Financial Advisers, LLC7,824$3.23M0.94%+37513F-HRTimeline
Farther Finance Advisors, LLC7,807$3.22M0.03%+40413F-HRTimeline
MAI Capital Management7,694$3.18M0.02%+34813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,431$3.07M0.02%+40713F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP7,374$3.04M0.17%+10013F-HRTimeline
Ashton Thomas Private Wealth, LLC7,287$3.01M0.07%+6,64913F-HRTimeline
Fortune 45 LLC7,309$3M1.44%+1313F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …7,237$2.99M0.02%13F-HR/ATimelineGroup
Financial Life Planners7,227$2.98M2.14%-7813F-HRTimeline
Bucket List Wealth Management, LLC7,198$2.97M1.77%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,141$2.95M0.06%+10813F-HRTimelineGroup
GRIFFIN ASSET MANAGEMENT, INC.7,096$2.93M0.32%-76213F-HRTimeline
NWAM LLC7,114$2.92M0.16%-10313F-HRTimeline
Beacon Pointe Advisors, LLC7,022$2.9M0.02%-1,37613F-HRTimeline
FSC Wealth Advisors, LLC7,014$2.9M4.7%-13,55213F-HRTimeline
Savvy Advisors, Inc.7,002$2.89M0.09%+1,24613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,914$2.85M0.05%+1,44813F-HRTimelineGroup
Merited Wealth, LLC6,565$2.71M2.51%13F-HRTimeline
Eagle Strategies LLC6,502$2.68M0.34%+30613F-HRTimeline
PCM Encore, LLC6,492$2.68M0.57%13F-HRTimeline
Veridan Wealth LLC6,450$2.66M0.89%+213F-HRTimeline
HUB Investment Partners, LLC6,439$2.66M0.07%+42013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,416$2.65M0.11%+28213F-HRTimelineGroup
Francis Financial, Inc.6,415$2.65M0.52%013F-HRTimeline
Bright Futures Wealth Management, LLC.6,392$2.64M1.95%-2,72313F-HRTimeline
Plancorp, LLC6,382$2.63M0.08%013F-HRTimeline
Fearless Solutions, LLC dba Best Invest6,355$2.62M1.59%-7813F-HRTimeline
Finward Bancorp6,341$2.62M2.03%-8213F-HRTimeline
Cherry Creek Investment Advisors, Inc.6,281$2.59M1.11%-11913F-HRTimeline
Allworth Financial LP6,266$2.59M0.01%+54113F-HRTimeline
MidAtlantic Capital Management, Inc.6,206$2.56M1.64%-1413F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC6,186$2.55M1.04%-14413F-HRTimeline
Mutual Advisors, LLC6,156$2.54M0.05%+32913F-HRTimeline
N.E.W. Advisory Services LLC6,123$2.53M0.19%-66313F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC6,058$2.5M0.03%+67413F-HRTimelineGroup
Avant Capital LLC6,020$2.48M1.71%-7913F-HRTimeline
RIK SAYLOR FINANCIAL, INC.6,013$2.48M1.82%-18713F-HRTimeline
First Heartland Consultants, Inc.5,842$2.41M0.18%+4,76913F-HRTimeline
Garden State Investment Advisory Servic…5,829$2.41M0.57%+27113F-HRTimeline
Regal Investment Advisors LLC5,733$2.37M0.14%-15513F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC5,682$2.35M1.37%-1,35913F-HRTimeline
Geneos Wealth Management Inc.5,577$2.3M0.06%+2,66713F-HRTimeline
Causey Wealth LLC5,565$2.3M1.04%-54913F-HRTimeline
FRG Family Wealth Advisors LLC5,541$2.29M0.36%+55013F-HRTimeline
Sigma Planning Corp5,526$2.28M0.06%-16213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…5,440$2.25M0.01%-10413F-HRTimelineGroup
Continuum Advisory, LLC5,388$2.22M0.22%+17013F-HRTimeline
Clark Capital Management Group, Inc.5,330$2.2M0.01%+49113F-HRTimeline
Independent Wealth Advisors LLC5,315$2.19M2.29%13F-HRTimeline
Strategic Investment Solutions, Inc. /IL5,239$2.16M0.52%-75313F-HRTimeline
Argent Trust Co5,177$2.14M0.07%+1,00013F-HRTimeline
RFP Financial Group LLC5,158$2.13M1.02%-3,81113F-HRTimeline
Gilliland Jeter Wealth Management LLC5,093$2.1M0.64%+913F-HRTimeline
Gladstone Institutional Advisory LLC5,000$2.06M0.08%-17413F-HRTimeline
Sovereign Financial Group, Inc.4,965$2.05M0.37%-21713F-HRTimeline
Pacific Excel Wealth Advisors, Inc.4,953$2.04M3.86%13F-HRTimeline
Bowman & Co S.C.4,918$2.03M0.85%-2313F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.4,800$1.98M0.67%-513F-HR/ATimeline
Sollinda Capital Management LLC4,749$1.96M0.5%+2,82913F-HRTimeline
Jaffetilchin Investment Partners, LLC4,713$1.95M0.11%-67913F-HRTimeline
Arax Advisory Partners4,657$1.92M0.06%new13F-HRTimeline
Blue Trust, Inc.4,634$1.91M0.02%+19813F-HRTimeline
OLD NATIONAL BANCORP /IN/4,619$1.91M0.03%+40113F-HRTimeline
WILLNER & HELLER, LLC4,552$1.88M1.35%+20613F-HRTimeline
GTS SECURITIES LLC4,518$1.86M0.06%-2,49613F-HRTimeline
Ausdal Financial Partners, Inc.4,481$1.85M0.09%+38613F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…4,385$1.81M0.86%+4713F-HRTimelineGroup
Crescent Grove Advisors, LLC4,335$1.79M0.17%013F-HRTimeline
Financial Engines Advisors L.L.C.4,303$1.78M<0.01%-90913F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC4,289$1.77M0.18%+67513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,286$1.77M<0.01%013F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC4,223$1.74M0.47%-66013F-HRTimeline
WESTBOURNE INVESTMENTS, INC.4,219$1.74M0.81%-5013F-HRTimeline
Wellspring Financial Advisors, LLC4,214$1.74M0.14%+813F-HRTimeline
Fee-Only Financial Planning, L.C.4,200$1.73M1.01%013F-HRTimeline
Ethos Capital Management, Inc.4,196$1.73M1.63%13F-HRTimeline
Meridian Wealth Management, LLC4,150$1.71M0.06%-5813F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC4,112$1.71M0.12%-713F-HRTimelineGroup
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…4,134$1.71M0.03%+713F-HRTimelineGroup
Keystone Financial Group4,132$1.71M0.13%+53613F-HRTimeline
Tempo Wealth, LLC4,087$1.69M0.3%13F-HRTimeline
Mosaic Advisors LLC4,066$1.68M3.24%new13F-HRTimeline
SCS Capital Management LLC4,049$1.67M0.02%+713F-HRTimeline
Procyon Advisors, LLC4,040$1.67M0.08%-1813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…3,985$1.65M<0.01%+1,64313F-HRTimelineGroup
LifePlan Financial, LLC3,947$1.63M1.25%-18513F-HRTimeline
Balanced Rock Investment Advisors LLC3,927$1.62M1.15%-21113F-HRTimeline
Oxbow Advisors, LLC3,920$1.62M0.14%013F-HRTimeline
OAK FAMILY ADVISORS, LLC3,920$1.62M0.5%+2,15413F-HRTimeline
Capital Investment Advisors, LLC3,909$1.61M0.02%+34013F-HRTimeline
American Trust3,887$1.6M0.13%+113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,874$1.6M0.03%-1713F-HRTimeline
Dana Investment Advisors, Inc.3,860$1.59M0.05%+1,60813F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC3,848$1.59M0.21%+5613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.3,823$1.58M0.03%+5913F-HRTimelineGroup
Investment Planning Advisors, Inc.3,812$1.57M0.46%-1013F-HRTimeline
Integrated Advisors Network LLC3,794$1.57M0.07%-92313F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.3,784$1.56M0.01%-31813F-HRTimelineGroup
Parallel Advisors, LLC3,778$1.56M0.03%-25613F-HRTimeline
Vigilare Wealth Management3,762$1.55M0.52%+2,87713F-HRTimeline
LifeSteps Financial, Inc.3,715$1.53M0.98%-513F-HRTimeline
RWA WEALTH PARTNERS, LLC3,672$1.52M0.02%-28913F-HRTimeline
Choate Investment Advisors3,598$1.49M0.03%013F-HRTimeline
TME FINANCIAL, INC.3,588$1.48M1.04%+68113F-HRTimeline
Capital Squared Financial LLC3,573$1.47M1.15%-12613F-HRTimeline
Echo Wealth Management, LLC3,554$1.47M0.86%-2013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,552$1.47M0.07%+1,73613F-HRTimeline
Jacobi Capital Management LLC3,547$1.46M0.08%+413F-HRTimeline
Western Wealth Management, LLC3,542$1.46M0.07%+1,92513F-HRTimeline
Fort Sheridan Advisors LLC3,511$1.45M0.18%+11113F-HRTimeline
Sovran Advisors, LLC3,534$1.45M0.12%-50613F-HRTimeline
NewEdge Wealth, LLC3,467$1.43M0.02%+2,74413F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD3,452$1.42M0.21%13F-HRTimeline
Avestar Capital, LLC3,450$1.42M0.1%+3013F-HRTimeline
Midwest Trust Co3,442$1.42M0.02%+21113F-HRTimeline
Sage Mountain Advisors LLC3,436$1.42M0.08%+413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT3,420$1.41M0.05%-58013F-HRTimeline
Betterment LLC3,410$1.41M<0.01%-59413F-HRTimeline
Belpointe Asset Management LLC3,410$1.41M0.05%+11713F-HRTimeline
Turtle Creek Wealth Advisors, LLC3,408$1.41M0.11%013F-HRTimeline
Flatrock Wealth Partners LLC3,401$1.4M0.67%13F-HR/ATimeline
M3 Advisory Group, LLC3,385$1.4M0.85%+1013F-HRTimeline
FIRST HORIZON CORP3,383$1.4M0.06%+2513F-HRTimeline
Csenge Advisory Group3,363$1.39M0.06%-19013F-HRTimeline
Insight Advisors, LLC/ PA3,300$1.36M0.21%-29513F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …3,334$1.36M0.04%+7113F-HRTimelineGroup
FLOW TRADERS U.S. LLC3,279$1.35M0.04%new13F-HRTimeline
Adirondack Capital Advisors, LLC3,271$1.35M0.91%13F-HRTimeline
Owen LaRue, LLC3,255$1.34M0.51%+1,05713F-HRTimeline
Kassira Wealth Management LLC3,250$1.34M1.27%013F-HRTimeline
Crown Wealth Group, LLC3,198$1.32M0.37%-54513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,174$1.31M<0.01%-17,38813F-HRTimelineGroup
PFG Advisors3,171$1.31M0.06%-2,87813F-HRTimeline
Clearwater Capital Advisors, LLC3,116$1.29M0.11%-1613F-HRTimeline
Nicholas Hoffman & Company, LLC.3,108$1.28M0.03%013F-HRTimeline
LongView Wealth Management3,057$1.27M0.31%-1,09413F-HRTimeline