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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
MPWM ADVISORY SOLUTIONS, LLC2,198$755K0.55%13F-HRTimeline
Choate Investment Advisors2,198$755K0.02%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV2,195$754K0.06%-29613F-HRTimeline
BCO Wealth Management LLC2,176$747K0.62%13F-HRTimeline
Synergy Investment Management, LLC2,150$738K0.32%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,147$737K0.02%+53713F-HRTimelineGroup
Accurate Wealth Management, LLC2,140$728K0.14%+19513F-HRTimeline
Vantage Financial Partners, LLC2,112$725K0.18%+313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding2,094$719K-803Timeline
SMITH, MOORE & CO.2,093$719K0.07%-25013F-HRTimeline
Dana Investment Advisors, Inc.2,080$714K0.02%+24313F-HRTimeline
Aptus Capital Advisors, LLC2,068$710K0.01%+29513F-HRTimeline
Adero Partners, LLC2,062$708K0.05%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,056$706K0.01%new13F-HRTimelineGroup
SBI Securities Co., Ltd.2,046$703K0.02%13F-HRTimeline
Wealthspire Retirement, LLC2,041$701K0.06%+413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,028$696K0.02%+10113F-HRTimelineGroup
Serenus Wealth Advisors, LLC2,027$696K0.12%13F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.2,021$694K0.08%new13F-HRTimeline
Summit Wealth Partners, LLC2,012$691K0.14%-3113F-HRTimeline
Stark Wealth Management LLC2,006$690K0.51%13F-HRTimeline
Empower Advisory Group, LLC1,998$686K<0.01%+52913F-HRTimeline
Buttonwood Financial Advisors Inc.1,990$683K0.3%-13613F-HRTimeline
PrairieView Partners, LLC1,988$682K0.07%013F-HRTimeline
Rodgers & Associates, LTD1,974$678K0.08%013F-HRTimeline
Campbell Wealth Management1,973$677K0.06%+4613F-HRTimeline
Strategic Blueprint, LLC1,961$673K0.04%+2813F-HRTimeline
Legacy Advisory Services, LLC1,952$671K0.57%-1013F-HRTimeline
FAS Wealth Partners, Inc.1,953$671K0.06%013F-HRTimeline
Trek Financial, LLC1,953$671K0.05%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC1,953$671K0.09%+913F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,951$670K0.14%013F-HRTimeline
ALTFEST L J & CO INC1,945$668K0.09%013F-HRTimeline
Stonebridge Financial Planning Group, L…1,943$667K0.3%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC1,941$667K0.02%+3313F-HRTimeline
Rolek Wealth Management LLC1,931$663K0.52%13F-HRTimeline
Qube Research & Technologies Ltd1,917$658K<0.01%+1,35513F-HRTimeline
Pinion Investment Advisors, LLC1,898$652K0.26%-15113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,884$647K<0.01%+1913F-HRTimelineGroup
Lane & Associates LLC1,845$642K0.33%+62413F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…1,862$639K0.11%-1213F-HRTimeline
White Lighthouse Investment Management …1,861$639K0.11%-93913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,852$636K0.02%-3,11913F-HRTimelineGroup
Measured Wealth Private Client Group, L…1,837$631K0.2%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC1,836$631K0.24%-30513F-HRTimeline
Embree Financial Group1,835$630K0.11%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.1,833$629K0.01%+28313F-HR/ATimelineGroup
BERKSHIRE ASSET MANAGEMENT LLC/PA1,769$626K0.03%013F-HRTimeline
Beaumont Financial Advisors, LLC1,820$625K0.05%+113F-HRTimeline
Intrua Financial, LLC1,817$624K0.1%-40813F-HRTimeline
Clear Creek Financial Management, LLC1,777$610K0.07%+86313F-HRTimeline
Modern Wealth Management, LLC1,762$605K0.02%-4013F-HR/ATimeline
RFG Advisory, LLC1,738$597K0.02%new13F-HRTimeline
Compound Planning, Inc.1,729$594K0.03%-31213F-HRTimeline
M3 Advisory Group, LLC1,721$591K0.42%+19113F-HRTimeline
Nicholas Hoffman & Company, LLC.1,718$590K0.02%013F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
BAILARD, INC.1,700$584K0.01%013F-HRTimeline
Latitude Advisors, LLC1,697$583K0.33%-513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC1,685$579K<0.01%+37013F-HRTimelineGroup
Wealthstream Advisors, Inc.1,671$574K0.11%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,642$569K0.4%+5913F-HRTimeline
Trexquant Investment LP1,655$568K0.01%+71213F-HRTimeline
Westmount Partners, LLC1,648$566K0.17%-87513F-HRTimeline
Financial Freedom, LLC1,645$565K0.3%-2613F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …1,638$563K0.23%+73113F-HRTimelineGroup
RETIREMENT GUYS FORMULA LLC1,632$560K0.28%+84013F-HRTimeline
JGP Wealth Management, LLC1,620$556K0.07%013F-HRTimeline
New England Private Wealth Advisors LLC1,617$555K0.09%+44113F-HRTimeline
Cassady Schiller Wealth Management, LLC1,603$550K0.2%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,570$539K0.25%013F-HRTimeline
Bell Bank1,555$534K0.04%013F-HRTimeline
Pacific Point Advisors, LLC1,526$533K0.32%13F-HRTimeline
Carroll Investors, Inc1,549$532K0.3%-6913F-HRTimeline
RDA Financial Network1,549$532K0.16%-3413F-HRTimeline
GRIES FINANCIAL LLC1,548$532K0.09%-95813F-HRTimeline
City State Bank1,546$531K0.19%+10913F-HRTimeline
Roundview Capital LLC1,520$522K0.04%+113F-HRTimeline
Western Wealth Management, LLC1,518$521K0.03%-4,37113F-HR/ATimeline
Matthew Goff Investment Advisor, LLC1,510$519K0.1%-813F-HRTimeline
BRIGHTON JONES LLC1,509$518K0.01%+87913F-HR/ATimeline
Aurora Private Wealth, Inc.1,503$516K0.39%+213F-HRTimeline
CVA Family Office, LLC1,502$516K0.08%+113F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,499$515K0.1%+60313F-HRTimeline
COZAD ASSET MANAGEMENT INC1,498$514K0.05%013F-HRTimeline
ProVise Management Group, LLC1,494$513K0.04%-4013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,485$510K0.01%-9013F-HRTimelineGroup
Avestar Capital, LLC1,480$508K0.05%013F-HRTimeline
TME FINANCIAL, INC.1,572$506K0.47%13F-HRTimeline
Fortis Capital Advisors, LLC1,599$503K0.17%+2113F-HRTimeline
Rothschild Wealth LLC1,465$503K0.15%-5013F-HRTimeline
Canvas Wealth Advisors, LLC1,444$496K0.12%-5713F-HRTimeline
Optivise Advisory Services LLC1,428$490K0.26%+21913F-HRTimeline
Fort Sheridan Advisors LLC1,425$489K0.07%+5513F-HRTimeline
Y-Intercept (Hong Kong) Ltd1,416$486K0.03%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,415$486K<0.01%+52313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,415$486K0.01%+12113F-HRTimelineGroup
United Advisor Group, LLC1,414$486K0.1%-4,96213F-HRTimeline
Mason & Associates, LLC1,409$484K0.14%013F-HRTimeline
National Wealth Management Group, LLC1,401$481K0.32%+24513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC1,400$481K0.26%new13F-HRTimeline
Simmons Bankin group Simmons Bank1,400$481K0.04%-12513F-HRTimelineGroup
LWM ADVISORS INC1,396$479K0.48%13F-HRTimeline
Bey-Douglas LLC1,387$476K0.41%-3113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA1,384$475K<0.01%-14813F-HRTimelineGroup
SOA Wealth Advisors, LLC.1,384$475K0.09%+213F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC1,378$473K<0.01%+68613F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.1,369$471K0.21%+7013F-HRTimeline
Platform Technology Partners1,368$470K0.14%-113F-HRTimeline
CVFG LLC1,365$469K0.43%13F-HRTimeline
Connecticut Wealth Management, LLC1,039$463K0.02%+38013F-HRTimeline
CIBC WORLD MARKET INC.1,341$461K<0.01%+5413F-HRTimeline
Trivium Point Advisory, LLC1,340$460K0.06%-28713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …1,339$460K0.01%+13713F-HRTimelineGroup
Alexis Investment Partners, LLC1,333$458K0.22%13F-HRTimeline
Investors Research Corp1,331$457K0.1%-3113F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC1,328$456K0.17%013F-HRTimeline
DIVERSIFIED TRUST CO1,319$453K0.01%+58913F-HRTimeline
Maia Wealth LLC1,292$444K0.1%+59513F-HRTimeline
Stonegate Investment Group, LLC1,293$444K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.1,293$444K0.17%-8113F-HRTimeline
CWC Advisors, LLC.1,288$442K0.44%-7613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,288$442K0.01%+64213F-HRTimeline
Glenview Trust Co1,285$441K0.01%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp1,272$437K0.03%+40513F-HRTimelineGroup
JACKSON SQUARE CAPITAL, LLC1,252$430K0.1%013F-HRTimeline
OARSMAN CAPITAL, INC.1,244$427K0.07%-113F-HRTimeline
First Affirmative Financial Network1,243$427K0.25%013F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…1,237$425K0.3%013F-HRTimeline
Maridea Wealth Management LLC1,236$424K0.14%13F-HRTimeline
KEB ASSET MANAGEMENT, LLC1,235$424K0.12%013F-HRTimeline
Cornerstone Wealth Management, LLC1,230$422K0.03%013F-HRTimeline
Baker Avenue Asset Management, LP1,224$420K0.01%-113F-HRTimeline
DAHRING | CUSMANO LLC1,220$419K0.38%13F-HRTimeline
Pure Financial Advisors, LLC1,219$419K0.01%-3713F-HRTimeline
Castle Rock Wealth Management, LLC1,167$417K0.1%+113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,209$415K0.02%-2813F-HRTimeline
PITCAIRN COin group PITCAIRN CO1,201$412K0.02%-4213F-HRTimelineGroup
AdvisorNet Financial, Inc1,198$412K0.03%+5513F-HRTimeline
Heritage Investment Group, Inc.1,195$410K0.08%013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC1,191$409K0.11%new13F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC1,187$408K0.07%013F-HRTimeline
HBW ADVISORY SERVICES LLC1,186$407K0.04%+7013F-HRTimeline
Hubbell Strickland Wealth Management, L…1,185$407K0.19%+113F-HRTimeline
IFG Advisory, LLC1,184$407K0.02%new13F-HRTimeline
OxenFree Capital LLC1,183$406K0.31%-1713F-HRTimeline
Trevian Wealth Management LLC1,170$402K0.3%+113F-HRTimeline
Marathon Mission, Inc.1,168$401K0.27%013F-HRTimeline
Snowden Capital Advisors LLC1,159$398K0.01%-9813F-HRTimeline
Cadence Bank1,156$397K0.03%new13F-HRTimeline
MWA Asset Management1,154$397K0.26%-3213F-HRTimeline
Birch Hill Investment Advisors LLC1,151$395K0.02%013F-HRTimeline
Owen LaRue, LLC1,148$394K0.21%+51813F-HRTimeline
Proficio Capital Partners LLC1,145$393K0.03%013F-HR/ATimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,138$391K<0.01%-17113F-HRTimelineGroup
Perigon Wealth Management, LLC1,138$389K0.01%+5013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.1,133$389K0.16%-1,35013F-HRTimeline
SpringVest Wealth Management LLC1,125$386K0.33%13F-HRTimeline
PFG Investments, LLC1,122$385K0.02%-1813F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,122$385K0.04%013F-HRTimeline
Patten Group, Inc.1,099$377K0.08%-4113F-HRTimeline
Waldron Private Wealth LLC1,094$376K0.02%013F-HRTimeline
UMB Bank, n.a.1,092$375K0.01%-16713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Haverford Trust Co1,087$373K<0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC1,087$373K0.01%-4713F-HRTimeline
Sheaff Brock Investment Advisors, LLC1,080$371K0.03%013F-HRTimeline
Sterling Investment Counsel, LLC1,068$367K0.24%-7713F-HRTimeline
Copia Wealth Management1,067$366K0.35%13F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,291$366K0.12%+58613F-HRTimeline
Perennial Investment Advisors, LLC1,065$366K0.04%+213F-HRTimeline
Prudent Man Investment Management, Inc.1,060$364K0.2%13F-HRTimeline
Shepherd Financial Partners LLC1,059$364K0.04%-1913F-HRTimeline
CHANNEL WEALTH LLC1,053$362K0.12%-313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,052$361K0.01%-2913F-HRTimeline
MONETARY MANAGEMENT GROUP INC1,050$361K0.09%-12513F-HRTimeline
Comprehensive Financial Planning, Inc./…1,048$360K0.3%13F-HRTimeline
Icon Wealth Advisors, LLC1,045$359K0.03%-3413F-HRTimeline
VSM Wealth Advisory, LLC1,025$352K0.13%13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,022$351K0.03%-8713F-HRTimelineGroup
Monument Group Wealth Advisors, LLC1,019$350K0.25%+213F-HRTimeline
Beacon Financial Advisory LLC1,013$348K0.11%new13F-HRTimeline
Wealth Group Ltd1,013$348K0.1%+513F-HRTimeline
Lauterbach Financial Advisors, LLC1,006$346K0.21%+113F-HRTimeline
First Pacific Financial999$343K0.08%+213F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…995$342K0.08%013F-HRTimeline
Schechter Investment Advisors, LLC995$342K0.03%-15113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK994$341K<0.01%013F-HRTimelineGroup
Vertex Planning Partners, LLC988$339K0.07%+813F-HRTimeline
Dunhill Financial, LLC984$338K0.16%+82313F-HRTimeline
GSG Advisors LLC981$337K0.11%013F-HRTimeline
Summit X, LLC975$335K0.07%-10013F-HRTimeline
CURA WEALTH ADVISORS, LLC975$335K0.15%13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC974$334K0.09%new13F-HR/ATimeline
Aspen Wealth Management LLC974$334K0.1%+113F-HRTimeline
SAX WEALTH ADVISORS, LLC974$334K0.03%+113F-HRTimeline
CGN Advisors LLC973$334K0.03%+9913F-HRTimeline
NATURAL INVESTMENTS, LLC970$333K0.09%13F-HRTimeline
Stonebridge Financial Group, LLC962$330K0.04%13F-HRTimeline
McIlrath & Eck, LLC960$330K0.04%+79113F-HRTimeline
PLANNING DIRECTIONS INC957$329K0.19%+4113F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO957$329K0.06%013F-HRTimeline