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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
Bay Colony Advisory Group, Inc d/b/a Ba…2,476$907K0.13%+13213F-HRTimeline
Capital Investment Advisory Services, L…2,474$906K0.07%-19013F-HRTimeline
Heartwood Wealth Advisors LLC2,472$905K0.09%-3313F-HRTimeline
Wescott Financial Advisory Group, LLC2,466$903K0.09%013F-HRTimeline
Avalon Trust Co2,450$897K0.07%013F-HRTimeline
CENTRAL TRUST Co2,432$891K0.02%013F-HRTimeline
Private Wealth Group, LLC2,418$885K0.47%013F-HRTimeline
CAP Partners, LLC2,404$880K0.55%+86713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,400$879K0.02%+6913F-HRTimeline
National Wealth Management Group, LLC2,389$875K0.49%+5913F-HRTimeline
TUDOR INVESTMENT CORP ET AL2,380$871K0.01%-4,47213F-HRTimeline
Summit Investment Advisory Services, LLC2,361$865K0.38%+1513F-HR/ATimeline
Fortis Group Advisors, LLC2,264$862K0.16%+14213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC2,347$859K0.01%-5013F-HRTimeline
Squire Investment Management Company, L…2,325$851K0.31%013F-HRTimeline
Aptus Capital Advisors, LLC2,296$841K0.01%+513F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,307$836K0.56%+50913F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,263$835K0.15%+1413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,276$834K<0.01%-17613F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,246$823K0.02%+15013F-HRTimelineGroup
Dana Investment Advisors, Inc.2,190$802K0.03%+4213F-HRTimeline
SBI Securities Co., Ltd.2,185$800K0.02%+15113F-HRTimeline
Wagner Wealth Management, LLC2,160$791K0.18%-7513F-HRTimeline
Rolek Wealth Management LLC2,148$786K0.68%+21613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,117$775K<0.01%+23313F-HRTimelineGroup
Graney & King, LLC2,111$773K0.52%013F-HRTimeline
City State Bank2,096$767K0.24%+3513F-HRTimeline
L.M. KOHN & COMPANY2,049$750K0.2%new13F-HRTimeline
Vantage Financial Partners, LLC2,042$748K0.17%-7213F-HRTimeline
Buttonwood Financial Advisors Inc.2,034$745K0.3%-2813F-HRTimeline
Pinion Investment Advisors, LLC2,018$739K0.25%+14613F-HRTimeline
Summit Wealth Partners, LLC2,012$737K0.14%013F-HRTimeline
ALTFEST L J & CO INC2,007$735K0.09%+6213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,999$732K<0.01%new13F-HRTimelineGroup
Owen LaRue, LLC1,993$730K0.31%+9513F-HRTimeline
PrairieView Partners, LLC1,988$727K0.07%013F-HRTimeline
Serenus Wealth Advisors, LLC1,970$721K0.12%013F-HRTimeline
Synergy Investment Management, LLC1,940$710K0.43%-3813F-HRTimeline
U.S. Capital Wealth Advisors, LLC1,911$700K0.02%-813F-HRTimeline
FF Advisors,LLC1,906$698K0.36%013F-HRTimeline
Focus Financial Network, Inc.1,903$697K0.03%-8813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1,896$694K0.05%013F-HRTimeline
FAS Wealth Partners, Inc.1,895$694K0.05%+113F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,885$690K0.13%-6613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,885$690K0.01%+5913F-HRTimelineGroup
VSM Wealth Advisory, LLC1,866$683K0.23%+84113F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…1,850$677K0.11%013F-HRTimeline
Capital Investment Counsel, LLC1,831$670K0.1%new13F-HRTimeline
Stonebridge Financial Planning Group, L…1,829$670K0.28%013F-HRTimeline
PRIVATE TRUST CO NA1,827$669K0.06%+1,18313F-HRTimeline
SMITH, MOORE & CO.1,826$668K0.06%+7613F-HRTimeline
LS Investment Advisors, LLC1,825$668K0.1%-20013F-HRTimeline
Measured Wealth Private Client Group, L…1,808$662K0.2%-2913F-HRTimeline
Rodgers & Associates, LTD1,808$662K0.07%-2713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,800$659K0.05%+10013F-HRTimeline
Quantinno Capital Management LP1,797$658K<0.01%+45713F-HRTimeline
DT Investment Partners, LLC1,793$657K0.06%+1,66013F-HRTimeline
Fortis Capital Advisors, LLC1,790$655K0.12%-7913F-HRTimeline
Signal Advisors Wealth, LLC1,786$654K0.05%+63313F-HRTimeline
Beaumont Financial Advisors, LLC1,783$653K0.05%-3713F-HRTimeline
Berkshire Money Management, Inc.1,782$653K0.07%new13F-HRTimeline
BCO Wealth Management LLC1,789$652K0.47%013F-HRTimeline
Centurion Wealth Management LLC1,770$648K0.19%new13F-HRTimeline
White Lighthouse Investment Management …1,763$646K0.11%-9813F-HRTimeline
Nicholas Hoffman & Company, LLC.1,718$629K0.02%013F-HRTimeline
CIBC WORLD MARKET INC.1,704$624K<0.01%+34913F-HRTimeline
BAILARD, INC.1,700$622K0.01%013F-HRTimeline
Latitude Advisors, LLC1,698$622K0.31%013F-HRTimeline
New England Private Wealth Advisors LLC1,619$616K0.09%+213F-HRTimeline
Beaumont Asset Management, L.L.C.1,679$615K0.33%new13F-HRTimeline
Wealthstream Advisors, Inc.1,671$612K0.1%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,663$609K0.01%+61113F-HRTimeline
MFA WEALTH ADVISORS, LLC1,646$603K0.14%-1,71313F-HRTimeline
Financial Freedom, LLC1,646$603K0.32%013F-HRTimeline
Westmount Partners, LLC1,646$603K0.17%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,642$601K<0.01%+22713F-HRTimeline
Western Wealth Management, LLC1,636$599K0.04%+713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,628$596K0.02%+20013F-HRTimelineGroup
Camarda Financial Advisors, LLC1,625$595K0.23%new13F-HRTimeline
Empower Advisory Group, LLC1,623$594K<0.01%+12113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,606$588K0.37%013F-HRTimeline
Embree Financial Group1,600$586K0.09%-23213F-HRTimeline
Legacy Advisory Services, LLC1,595$584K0.46%-13013F-HRTimeline
HBW ADVISORY SERVICES LLC1,580$578K0.07%+7113F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA1,572$576K0.03%-14613F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,570$575K0.23%013F-HRTimeline
AlphaCore Capital LLC1,561$572K0.02%+51413F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,552$568K0.05%013F-HRTimeline
Carroll Investors, Inc1,549$567K0.3%+1813F-HRTimeline
PFG Investments, LLC1,545$566K0.03%+10513F-HRTimeline
JGP Wealth Management, LLC1,540$564K0.07%-8013F-HRTimeline
Pacific Point Advisors, LLC1,526$559K0.3%013F-HRTimeline
Roundview Capital LLC1,520$557K0.04%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,519$556K0.04%-25113F-HR/ATimeline
McAdam, LLC1,518$556K0.03%+15013F-HRTimeline
Stonegate Investment Group, LLC1,503$550K0.01%+21013F-HRTimeline
COZAD ASSET MANAGEMENT INC1,498$549K0.05%013F-HR/ATimeline
Aurora Private Wealth, Inc.1,491$546K0.4%-813F-HRTimeline
Maridea Wealth Management LLC1,488$545K0.14%+46413F-HRTimeline
RDA Financial Network1,488$545K0.15%-3913F-HRTimeline
Beacon Financial Advisory LLC1,486$544K0.14%-7213F-HRTimeline
Accel Wealth Management1,485$544K0.18%+21813F-HRTimeline
Balefire, LLC1,472$539K0.12%new13F-HRTimeline
FLOW TRADERS U.S. LLC1,473$539K0.02%new13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC1,471$539K0.18%-8013F-HRTimeline
CVA Family Office, LLC1,458$534K0.07%+9513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,454$532K0.1%-3013F-HRTimeline
Bell Bank1,451$531K0.02%-10413F-HRTimeline
PRIVATE CLIENT SERVICES, LLC1,450$531K0.21%+5013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC1,443$528K0.01%013F-HRTimelineGroup
Optivise Advisory Services LLC1,441$528K0.27%+10313F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA1,440$527K<0.01%-13613F-HRTimelineGroup
Rothschild Wealth LLC1,421$520K0.13%013F-HRTimeline
Canvas Wealth Advisors, LLC1,363$520K0.1%-8913F-HRTimeline
Global Trust Asset Management, LLC1,415$518K0.28%-20013F-HRTimeline
Platform Technology Partners1,407$515K0.13%013F-HRTimeline
Quotient Wealth Partners, LLC1,404$514K0.02%+213F-HRTimeline
Simmons Bankin group Simmons Bank1,400$513K0.04%013F-HRTimelineGroup
CVFG LLC1,390$509K0.4%+2013F-HRTimeline
SOA Wealth Advisors, LLC.1,385$507K0.1%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,326$488K0.2%+2813F-HRTimeline
PENNINGTON PARTNERS & CO., LLC1,329$487K0.26%new13F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC1,330$487K0.16%013F-HRTimeline
Investors Research Corp1,323$484K0.09%-613F-HRTimeline
CWC Advisors, LLC.1,288$472K0.24%013F-HRTimeline
ProVise Management Group, LLC1,284$470K0.04%+413F-HRTimeline
LWM ADVISORS INC1,284$470K0.45%013F-HRTimeline
Headlands Technologies LLC1,279$468K0.06%+91213F-HRTimeline
HOWE & RUSLING INC1,260$461K0.03%013F-HRTimeline
Arax Advisory Partners292$461K0.02%+3813F-HRTimeline
JACKSON SQUARE CAPITAL, LLC1,252$458K0.1%013F-HRTimeline
Sequoia Financial Advisors, LLC1,248$457K<0.01%+54613F-HRTimeline
First Affirmative Financial Network1,243$455K0.23%013F-HRTimeline
OARSMAN CAPITAL, INC.1,242$455K0.07%-213F-HRTimeline
Intellus Advisors LLC1,237$453K0.07%new13F-HRTimeline
KEB ASSET MANAGEMENT, LLC1,235$452K0.11%013F-HRTimeline
Cloud Capital Management, LLC1,186$449K0.28%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,226$449K<0.01%+3513F-HRTimelineGroup
Baker Avenue Asset Management, LP1,224$448K0.01%-3513F-HRTimeline
Cornerstone Wealth Management, LLC1,216$445K0.03%-10013F-HRTimeline
Clear Creek Financial Management, LLC1,216$445K0.04%-1,50013F-HRTimeline
Castle Rock Wealth Management, LLC1,169$441K0.1%+113F-HRTimeline
Wedmont Private Capital1,182$437K0.02%+37113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP1,191$436K<0.01%+15213F-HRTimelineGroup
PETTYJOHN, WOOD & WHITE, INC1,187$435K0.08%013F-HRTimeline
Hubbell Strickland Wealth Management, L…1,187$435K0.19%013F-HRTimeline
Hughes Financial Services, LLC1,137$434K0.07%013F-HRTimeline
Fairscale Capital, LLC1,139$433K0.32%+52513F-HRTimeline
DAHRING | CUSMANO LLC1,179$432K0.34%+313F-HRTimeline
Sterling Investment Counsel, LLC1,176$431K0.25%+8213F-HRTimeline
Perigon Wealth Management, LLC1,170$428K0.01%+3213F-HRTimeline
DIVERSIFIED TRUST CO1,170$428K0.01%-3513F-HRTimeline
Trevian Wealth Management LLC1,170$428K0.26%013F-HRTimeline
Marathon Mission, Inc.1,168$428K0.27%013F-HRTimeline
Glenview Trust Co1,161$425K0.01%013F-HRTimeline
Snowden Capital Advisors LLC1,159$425K0.01%013F-HRTimeline
Birch Hill Investment Advisors LLC1,151$421K0.02%013F-HRTimeline
Cadence Bank1,146$420K0.03%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,140$417K0.01%-27613F-HRTimelineGroup
DOVER ADVISORS, LLC1,131$414K0.18%013F-HRTimeline
Heritage Investment Group, Inc.1,130$414K0.07%013F-HRTimeline
AdvisorNet Financial, Inc1,127$413K0.03%-24913F-HRTimeline
SpringVest Wealth Management LLC1,125$412K0.33%013F-HRTimeline
WOLVERINE TRADING, LLC1,129$412K0.01%+14913F-HRTimeline
Live Oak Investment Partners1,123$411K0.32%-55813F-HRTimeline
United Advisor Group, LLC1,120$410K0.07%-97413F-HRTimeline
MWA Asset Management1,112$407K0.25%-4313F-HRTimeline
Waldron Private Wealth LLC1,094$401K0.02%013F-HRTimeline
Pure Financial Advisors, LLC1,095$401K0.01%-8413F-HRTimeline
UMB Bank, n.a.1,092$400K0.01%013F-HR/ATimeline
Principle Wealth Partners LLC1,088$398K0.02%new13F-HRTimeline
BRIGHTON JONES LLC1,086$398K0.01%+513F-HRTimeline
SIMON QUICK ADVISORS, LLC1,085$397K0.02%013F-HR/ATimeline
Intrua Financial, LLC1,082$396K0.06%013F-HRTimeline
Certified Advisory Corp1,065$390K0.04%-6313F-HRTimeline
Shepherd Financial Partners LLC1,059$388K0.04%013F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…1,059$388K0.25%013F-HRTimeline
Comprehensive Financial Planning, Inc./…1,049$384K0.3%+113F-HRTimeline
Icon Wealth Advisors, LLC1,045$383K0.03%013F-HRTimeline
OxenFree Capital LLC1,042$382K0.23%-1613F-HRTimeline
Perennial Investment Advisors, LLC1,041$381K0.04%-2513F-HRTimeline
OneDigital Investment Advisors LLC1,039$381K<0.01%013F-HRTimeline
Haverford Trust Co1,035$379K<0.01%013F-HRTimeline
Wealth Group Ltd1,034$378K0.1%+1713F-HRTimeline
CGN Advisors LLC1,032$378K0.03%-1613F-HRTimeline
NATURAL INVESTMENTS, LLC1,032$377K0.1%013F-HRTimeline
Apexium Financial, LP1,025$376K0.02%+21413F-HRTimeline
Monument Group Wealth Advisors, LLC1,019$373K0.24%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,017$372K<0.01%new13F-HRTimelineGroup
Leeward Financial Partners, LLC1,013$371K0.12%new13F-HRTimeline
LANDAAS & CO /WI /ADV1,010$370K0.09%new13F-HRTimeline
Lauterbach Financial Advisors, LLC1,007$369K0.2%013F-HRTimeline
Swisher Financial Concepts, Inc.1,004$368K0.24%new13F-HRTimeline
XML Financial, LLC1,003$367K0.03%new13F-HRTimeline
Harvest Investment Services, LLC1,002$367K0.08%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC996$365K0.01%-1113F-HRTimelineGroup
Mill Creek Capital Advisors, LLC995$364K0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.1,060$364K0.2%013F-HRTimeline
CHANNEL WEALTH LLC994$364K0.1%+413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK994$364K<0.01%013F-HRTimelineGroup