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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
Adero Partners, LLC2,062$637K0.04%013F-HRTimeline
Buttonwood Financial Advisors Inc.2,062$637K0.28%+7213F-HRTimeline
City State Bank2,061$637K0.21%+51513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,056$635K0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.2,034$628K0.02%-1213F-HRTimeline
LS Investment Advisors, LLC2,025$625K0.1%-85013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,249$625K0.14%013F-HRTimeline
Summit Wealth Partners, LLC2,012$621K0.13%013F-HRTimeline
Focus Financial Network, Inc.1,991$615K0.03%-7,15813F-HRTimeline
PrairieView Partners, LLC1,988$614K0.06%013F-HRTimeline
FF Advisors,LLC1,906$612K0.35%new13F-HRTimeline
Synergy Investment Management, LLC1,978$611K0.26%-17213F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.1,973$609K0.01%+14013F-HRTimelineGroup
Serenus Wealth Advisors, LLC1,970$608K0.1%-5713F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,951$603K0.12%013F-HRTimeline
ALTFEST L J & CO INC1,945$601K0.08%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC1,919$593K0.02%-2213F-HRTimeline
Advisor Resource Council2,453$588K0.05%+1,78013F-HRTimeline
Owen LaRue, LLC1,898$586K0.29%+75013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1,896$586K0.04%-29913F-HRTimeline
FAS Wealth Partners, Inc.1,894$585K0.05%-5913F-HRTimeline
Rolek Wealth Management LLC1,932$584K0.6%+113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,884$582K<0.01%013F-HRTimelineGroup
Pinion Investment Advisors, LLC1,872$578K0.13%-2613F-HRTimeline
Fortis Capital Advisors, LLC1,869$577K0.12%+27013F-HRTimeline
White Lighthouse Investment Management …1,861$575K0.1%013F-HRTimeline
BANQUE PICTET & CIE SA1,854$573K0.01%new13F-HRTimeline
Quent Capital, LLC1,851$572K0.06%-1,17213F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…1,850$571K0.1%-1213F-HRTimeline
Lane & Associates LLC1,845$570K0.31%013F-HRTimeline
Measured Wealth Private Client Group, L…1,837$567K0.18%013F-HRTimeline
Rodgers & Associates, LTD1,835$567K0.07%-13913F-HRTimeline
Embree Financial Group1,832$566K0.09%-313F-HRTimeline
Stonebridge Financial Planning Group, L…1,829$565K0.26%-11413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,826$564K0.01%+34113F-HRTimelineGroup
Beaumont Financial Advisors, LLC1,820$562K0.04%013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA1,718$556K0.03%-5113F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,798$555K0.42%+15613F-HRTimeline
BCO Wealth Management LLC1,789$553K0.43%-38713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,770$551K0.04%-6,70013F-HRTimeline
SMITH, MOORE & CO.1,750$540K0.05%-34313F-HRTimeline
Modern Wealth Management, LLC1,736$536K0.02%-2613F-HR/ATimeline
Legacy Advisory Services, LLC1,725$533K0.45%-22713F-HRTimeline
Nicholas Hoffman & Company, LLC.1,718$531K0.02%013F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
KINGSWOOD WEALTH ADVISORS, LLC1,700$529K0.05%-3,70013F-HR/ATimeline
BAILARD, INC.1,700$525K0.01%013F-HRTimeline
Latitude Advisors, LLC1,698$524K0.3%+113F-HRTimeline
Live Oak Investment Partners1,681$519K0.41%new13F-HRTimeline
Wealthstream Advisors, Inc.1,671$516K0.1%013F-HRTimeline
Financial Freedom, LLC1,646$509K0.29%+113F-HRTimeline
Westmount Partners, LLC1,646$508K0.16%-213F-HRTimeline
Western Wealth Management, LLC1,629$503K0.03%+11113F-HRTimeline
JGP Wealth Management, LLC1,620$500K0.07%013F-HRTimeline
GWN SECURITIES INC.1,618$500K0.03%-4,00313F-HRTimeline
New England Private Wealth Advisors LLC1,617$499K0.08%013F-HRTimeline
Global Trust Asset Management, LLC1,615$499K0.3%-88613F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,606$496K0.36%-59213F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC1,551$489K0.19%-28513F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA1,576$487K<0.01%+19213F-HRTimelineGroup
MARYLAND CAPITAL ADVISORS INC.1,570$485K0.21%013F-HRTimeline
Beacon Financial Advisory LLC1,558$481K0.15%+54513F-HRTimeline
Virtue Capital Management, LLC1,560$481K0.06%new13F-HRTimeline
Bell Bank1,555$480K0.03%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,552$479K0.05%+43013F-HRTimeline
Bey-Douglas LLC1,387$476K0.43%013F-HRTimeline
CAP Partners, LLC1,537$475K0.34%new13F-HRTimeline
Carroll Investors, Inc1,531$473K0.31%-1813F-HRTimeline
RDA Financial Network1,527$472K0.14%-2213F-HRTimeline
Pacific Point Advisors, LLC1,526$471K0.26%013F-HRTimeline
TME FINANCIAL, INC.1,521$470K0.41%-5113F-HRTimeline
Roundview Capital LLC1,520$470K0.03%013F-HRTimeline
Parallel Advisors, LLC1,514$468K0.01%+1,06713F-HRTimeline
Matthew Goff Investment Advisor, LLC1,510$466K0.09%013F-HRTimeline
HBW ADVISORY SERVICES LLC1,509$466K0.07%+32313F-HRTimeline
Empower Advisory Group, LLC1,502$464K<0.01%-49613F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,502$464K<0.01%new13F-HRTimeline
Aurora Private Wealth, Inc.1,499$463K0.37%-413F-HR/ATimeline
COZAD ASSET MANAGEMENT INC1,498$463K0.05%013F-HRTimeline
Fort Sheridan Advisors LLC1,490$460K0.07%+6513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,484$458K0.1%-1513F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC1,443$446K0.01%new13F-HRTimelineGroup
PFG Investments, LLC1,440$445K0.03%+31813F-HRTimeline
Advisory Alpha, LLC1,428$441K0.01%+57513F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,428$441K0.01%-42413F-HRTimelineGroup
Rothschild Wealth LLC1,421$439K0.12%-4413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,416$437K0.01%+113F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,415$437K<0.01%013F-HRTimeline
Platform Technology Partners1,407$435K0.13%+3913F-HRTimeline
Quotient Wealth Partners, LLC1,402$433K0.01%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC1,400$432K0.21%013F-HRTimeline
Simmons Bankin group Simmons Bank1,400$432K0.03%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.1,385$428K0.09%+113F-HRTimeline
AdvisorNet Financial, Inc1,376$425K0.03%+17813F-HRTimeline
Canvas Wealth Advisors, LLC1,452$424K0.11%+813F-HRTimeline
CVFG LLC1,370$423K0.38%+513F-HRTimeline
McAdam, LLC1,368$423K0.03%-2,10513F-HRTimeline
CVA Family Office, LLC1,363$421K0.06%-13913F-HRTimeline
CIBC WORLD MARKET INC.1,355$419K<0.01%+1413F-HRTimeline
LWM ADVISORS INC1,284$415K0.43%-11213F-HRTimeline
Quantinno Capital Management LP1,340$414K<0.01%+56513F-HRTimeline
Optivise Advisory Services LLC1,338$413K0.23%-9013F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC1,330$411K0.16%+213F-HRTimeline
Investors Research Corp1,329$411K0.09%-213F-HRTimeline
Cornerstone Wealth Management, LLC1,316$406K0.03%+8613F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,298$404K0.18%-7113F-HRTimeline
Stonegate Investment Group, LLC1,293$399K0.01%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,289$398K0.01%+113F-HRTimeline
CWC Advisors, LLC.1,288$398K0.23%013F-HRTimeline
ProVise Management Group, LLC1,280$395K0.03%-21413F-HRTimeline
Accel Wealth Management1,267$391K0.14%+68313F-HRTimeline
HOWE & RUSLING INC1,260$389K0.03%+1,10713F-HRTimeline
Baker Avenue Asset Management, LP1,259$389K0.01%+3513F-HRTimeline
JACKSON SQUARE CAPITAL, LLC1,252$387K0.13%013F-HRTimeline
Summit X, LLC1,250$386K0.08%+27513F-HRTimeline
Cape Investment Advisory, Inc.1,246$385K0.15%-4713F-HRTimeline
OARSMAN CAPITAL, INC.1,244$384K0.07%013F-HRTimeline
First Affirmative Financial Network1,243$384K0.24%013F-HRTimeline
KEB ASSET MANAGEMENT, LLC1,235$381K0.11%013F-HRTimeline
DIVERSIFIED TRUST CO1,205$372K0.01%-11413F-HRTimeline
PITCAIRN COin group PITCAIRN CO1,201$371K0.02%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,191$368K<0.01%+5313F-HRTimelineGroup
PETTYJOHN, WOOD & WHITE, INC1,187$367K0.07%013F-HRTimeline
Hubbell Strickland Wealth Management, L…1,187$367K0.17%+213F-HRTimeline
Cloud Capital Management, LLC1,186$366K0.26%13F-HRTimeline
Pure Financial Advisors, LLC1,179$364K0.01%-4013F-HRTimeline
Prudent Man Investment Management, Inc.1,060$364K0.2%013F-HRTimeline
DAHRING | CUSMANO LLC1,176$363K0.31%-4413F-HRTimeline
Castle Rock Wealth Management, LLC1,168$363K0.1%+113F-HRTimeline
Trevian Wealth Management LLC1,170$361K0.26%013F-HRTimeline
Marathon Mission, Inc.1,168$361K0.25%013F-HRTimeline
Glenview Trust Co1,161$359K0.01%-12413F-HR/ATimeline
Snowden Capital Advisors LLC1,159$358K0.01%013F-HRTimeline
MWA Asset Management1,155$357K0.25%+113F-HRTimeline
Trivium Point Advisory, LLC1,154$356K0.04%-18613F-HRTimeline
Signal Advisors Wealth, LLC1,153$356K0.03%+41113F-HRTimeline
Birch Hill Investment Advisors LLC1,151$356K0.02%013F-HRTimeline
Hughes Financial Services, LLC1,137$354K0.07%new13F-HRTimeline
Cadence Bank1,146$354K0.03%-1013F-HRTimeline
Perigon Wealth Management, LLC1,138$352K0.01%013F-HRTimeline
DOVER ADVISORS, LLC1,131$349K0.15%new13F-HRTimeline
Heritage Investment Group, Inc.1,130$349K0.07%-6513F-HRTimeline
Certified Advisory Corp1,128$348K0.04%new13F-HRTimeline
SpringVest Wealth Management LLC1,125$347K0.29%013F-HRTimeline
Waldron Private Wealth LLC1,094$338K0.02%013F-HRTimeline
Sterling Investment Counsel, LLC1,094$338K0.12%+2613F-HRTimeline
UMB Bank, n.a.1,092$337K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SIMON QUICK ADVISORS, LLC1,085$335K0.02%new13F-HRTimeline
Intrua Financial, LLC1,082$334K0.05%-73513F-HRTimeline
BRIGHTON JONES LLC1,081$334K0.01%-42813F-HRTimeline
Sheaff Brock Investment Advisors, LLC1,080$334K0.03%013F-HRTimeline
Perennial Investment Advisors, LLC1,066$329K0.04%+113F-HRTimeline
Shepherd Financial Partners LLC1,059$327K0.04%013F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…1,059$327K0.24%-17813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,052$325K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…1,048$324K0.32%013F-HRTimeline
CGN Advisors LLC1,048$324K0.03%+7513F-HRTimeline
AlphaCore Capital LLC1,047$323K0.03%new13F-HRTimeline
Icon Wealth Advisors, LLC1,045$323K0.03%013F-HRTimeline
OneDigital Investment Advisors LLC1,039$321K<0.01%-1,26113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP1,039$321K<0.01%new13F-HRTimelineGroup
Haverford Trust Co1,035$320K<0.01%-5213F-HRTimeline
NATURAL INVESTMENTS, LLC1,032$318K0.09%+6213F-HRTimeline
WEDBUSH SECURITIES INC1,026$317K0.01%-6113F-HRTimeline
VSM Wealth Advisory, LLC1,025$317K0.11%013F-HRTimeline
Maridea Wealth Management LLC1,024$316K0.1%-21213F-HRTimeline
Monument Group Wealth Advisors, LLC1,019$315K0.22%013F-HRTimeline
IFG Advisory, LLC1,019$315K0.02%-16513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,017$314K0.02%-19213F-HRTimeline
Wealth Group Ltd1,017$314K0.09%+413F-HRTimeline
Lauterbach Financial Advisors, LLC1,007$311K0.19%+113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,007$311K0.01%-1513F-HRTimelineGroup
Copia Wealth Management1,002$309K0.29%-6513F-HRTimeline
Mill Creek Capital Advisors, LLC995$307K0.01%+11513F-HRTimeline
Schechter Investment Advisors, LLC995$307K0.03%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK994$307K<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC992$306K0.03%new13F-HRTimeline
CHANNEL WEALTH LLC990$306K0.1%-6313F-HRTimeline
Dunhill Financial, LLC984$304K0.14%013F-HRTimeline
Vertex Planning Partners, LLC980$303K0.07%-813F-HRTimeline
WOLVERINE TRADING, LLC980$302K0.01%new13F-HRTimeline
GSG Advisors LLC981$301K0.1%013F-HRTimeline
Aspen Wealth Management LLC975$301K0.09%+113F-HRTimeline
OxenFree Capital LLC1,058$301K0.23%-12513F-HRTimeline
SAX WEALTH ADVISORS, LLC974$301K0.02%013F-HRTimeline
TFR Capital, LLC.969$299K0.12%+1813F-HRTimeline
Stonebridge Financial Group, LLC962$297K0.03%013F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO957$296K0.06%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC953$294K0.02%+11613F-HRTimeline
Gotham Asset Management, LLC936$289K<0.01%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC931$288K0.03%+1613F-HRTimeline
PLANNING DIRECTIONS INC928$287K0.12%-2913F-HRTimeline
Patten Group, Inc.928$287K0.07%-17113F-HRTimeline
Wealthstar Advisors, LLC927$286K0.13%013F-HRTimeline
Aprio Wealth Management, LLC924$285K0.04%013F-HRTimeline
Spectrum Planning & Advisory Services I…923$285K0.24%+2513F-HRTimeline
GPS Wealth Strategies Group, LLC922$285K0.04%-613F-HRTimeline
Stark Wealth Management LLC911$281K2.9%-1,09513F-HRTimeline
Maia Wealth LLC926$280K0.06%-36613F-HRTimeline
Legacy Advisors, LLC905$280K0.03%013F-HRTimeline
Northeast Financial Consultants Inc904$279K0.01%013F-HRTimeline