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Disclosery

MGK VANGUARD WORLD FD

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SHS (fund)

890 managers (901 13F filers) reported a position in MGK shares at 2025-09-30, 41,202,777 shares in all. 81 filers opened a position and 41 filers sold out during the quarter.

Managers
890
13F filers
901
New
81
Added
310
Reduced
276
Sold out
41
Shares held by filers
41,202,777

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Ridgepath Capital Management LLC2,496$1M0.43%013F-HRTimeline
Wescott Financial Advisory Group, LLC2,484$999K0.09%+1813F-HRTimeline
CERTUITY, LLC2,479$998K0.07%-1,31213F-HRTimeline
Quent Capital, LLC2,479$998K0.08%-913F-HRTimeline
Heartwood Wealth Advisors LLC2,472$995K0.09%013F-HRTimeline
OneDigital Investment Advisors LLC2,453$987K0.01%+1,41413F-HRTimeline
Avalon Trust Co2,450$986K0.06%013F-HRTimeline
RETIREMENT GUYS FORMULA LLC2,446$984K0.35%-14013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,439$981K0.02%-21113F-HRTimeline
Aptus Capital Advisors, LLC2,422$975K0.01%+12613F-HRTimeline
Fortis Group Advisors, LLC2,314$974K0.17%+5013F-HRTimeline
Private Wealth Group, LLC2,418$973K0.48%013F-HRTimeline
National Wealth Management Group, LLC2,410$970K0.37%+2113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,399$965K<0.01%+40013F-HRTimelineGroup
Qube Research & Technologies Ltd2,397$965K<0.01%+1,52913F-HRTimeline
WOLVERINE TRADING, LLC2,401$961K0.02%+1,27213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,385$960K0.02%-1513F-HRTimeline
Financial Advocates Investment Manageme…2,381$958K0.54%-1,04913F-HRTimeline
CENTRAL TRUST Co2,352$946K0.02%-8013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,352$946K<0.01%+23513F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,342$942K<0.01%-13,51813F-HRTimelineGroup
Squire Investment Management Company, L…2,325$936K0.3%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,263$922K0.15%013F-HRTimeline
City State Bank2,281$918K0.27%+18513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,265$911K0.03%+1,83113F-HRTimelineGroup
Dana Investment Advisors, Inc.2,252$906K0.03%+6213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,248$905K0.02%+213F-HRTimelineGroup
Owen LaRue, LLC2,198$885K0.35%+20513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,177$876K<0.01%-9913F-HRTimelineGroup
Summit Investment Advisory Services, LLC2,176$876K0.35%-18513F-HR/ATimeline
Wagner Wealth Management, LLC2,160$869K0.2%013F-HRTimeline
Pinion Investment Advisors, LLC2,101$866K0.24%+8313F-HRTimeline
Rolek Wealth Management LLC2,149$865K0.65%+113F-HRTimeline
United Advisor Group, LLC2,068$832K0.11%+94813F-HRTimeline
Advisory Alpha, LLC2,040$827K0.02%-1,44213F-HRTimeline
AlphaCore Capital LLC2,046$824K0.03%+48513F-HRTimeline
Vantage Financial Partners, LLC2,044$822K0.17%+213F-HRTimeline
Stonegate Investment Group, LLC2,030$817K0.02%+52713F-HRTimeline
Summit Wealth Partners, LLC2,012$810K0.15%013F-HRTimeline
Centurion Wealth Management LLC2,001$805K0.18%+23113F-HRTimeline
Venturi Wealth Management, LLC2,000$805K0.04%-2,00013F-HRTimeline
Synergy Investment Management, LLC1,996$803K0.31%+5613F-HRTimeline
ALTFEST L J & CO INC1,985$799K0.09%-2213F-HRTimeline
Buttonwood Financial Advisors Inc.1,978$796K0.27%-5613F-HRTimeline
Serenus Wealth Advisors, LLC1,970$793K0.14%013F-HRTimeline
Focus Financial Network, Inc.1,960$789K0.03%+5713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,951$785K0.02%+32313F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC1,936$779K0.02%+2513F-HRTimeline
Sollinda Capital Management LLC1,920$773K0.21%+1,07613F-HRTimeline
Signal Advisors Wealth, LLC1,918$772K0.07%+13213F-HRTimeline
VSM Wealth Advisory, LLC1,911$769K0.24%+4513F-HRTimeline
FF Advisors,LLC1,906$767K0.37%013F-HRTimeline
FAS Wealth Partners, Inc.1,895$763K0.05%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,889$760K0.01%+413F-HRTimelineGroup
DOVER ADVISORS, LLC1,872$754K0.3%+74113F-HRTimeline
Graney & King, LLC1,873$754K0.52%-23813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1,871$753K0.05%-2513F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…1,850$745K0.11%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,747$739K0.12%-13813F-HRTimeline
Balefire, LLC1,827$735K0.15%+35513F-HRTimeline
CVA Family Office, LLC1,822$733K0.09%+36413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,816$731K0.04%+1613F-HRTimeline
Measured Wealth Private Client Group, L…1,808$728K0.2%013F-HRTimeline
Westmount Partners, LLC1,797$727K0.19%+15113F-HRTimeline
Accel Wealth Management1,805$727K0.21%+32013F-HRTimeline
PFG Investments, LLC1,801$725K0.04%+25613F-HRTimeline
BCO Wealth Management LLC1,784$718K0.47%-513F-HRTimeline
LS Investment Advisors, LLC1,780$716K0.1%-4513F-HRTimeline
Beaumont Financial Advisors, LLC1,779$716K0.05%-413F-HRTimeline
OAK FAMILY ADVISORS, LLC1,766$711K0.23%new13F-HRTimeline
White Lighthouse Investment Management …1,763$709K0.11%013F-HRTimeline
Rodgers & Associates, LTD1,763$709K0.07%-4513F-HRTimeline
Capital Investment Counsel, LLC1,757$707K0.1%-7413F-HRTimeline
Fortis Capital Advisors, LLC1,756$707K0.11%-3413F-HRTimeline
Stonebridge Financial Planning Group, L…1,727$695K0.26%-10213F-HRTimeline
Latitude Advisors, LLC1,723$693K0.32%+2513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,722$693K0.01%+58213F-HRTimelineGroup
PRIVATE TRUST CO NA1,720$692K0.06%-10713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,716$691K<0.01%+7413F-HRTimeline
BAILARD, INC.1,700$684K0.01%013F-HRTimeline
CIBC WORLD MARKET INC.1,700$684K<0.01%-413F-HRTimeline
Wealthstream Advisors, Inc.1,671$672K0.1%013F-HRTimeline
Legacy Advisory Services, LLC1,650$664K0.5%+5513F-HRTimeline
MFA WEALTH ADVISORS, LLC1,645$662K0.14%-113F-HRTimeline
SMITH, MOORE & CO.1,631$656K0.05%-19513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP1,627$655K<0.01%+43613F-HR/ATimelineGroup
JGP Wealth Management, LLC1,609$652K0.07%+6913F-HRTimeline
New England Private Wealth Advisors LLC1,619$651K0.09%013F-HRTimeline
Western Wealth Management, LLC1,617$651K0.03%-1913F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA1,610$648K<0.01%+17013F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …1,608$647K<0.01%-1513F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC1,606$646K0.38%013F-HRTimeline
Embree Financial Group1,590$640K0.09%-1013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA1,572$633K0.03%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,570$632K0.23%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,553$625K0.05%+113F-HRTimeline
Carroll Investors, Inc1,551$624K0.3%+213F-HRTimeline
Optivise Advisory Services LLC1,533$617K0.37%+9213F-HRTimeline
Pacific Point Advisors, LLC1,526$614K0.36%013F-HRTimeline
Roundview Capital LLC1,521$612K0.04%+113F-HRTimeline
Cynosure Group, LLC1,513$609K0.07%new13F-HR/ATimeline
C2P Capital Advisory Group, LLC d.b.a. …1,501$604K0.04%-1813F-HRTimeline
COZAD ASSET MANAGEMENT INC1,498$603K0.05%013F-HRTimeline
Lakeshore Financial Planning, Inc.1,496$602K0.22%+77513F-HRTimeline
RDA Financial Network1,488$599K0.15%013F-HRTimeline
David Kennon Inc1,483$597K0.21%+89113F-HRTimeline
Beacon Financial Advisory LLC1,478$595K0.14%-813F-HRTimeline
HBW ADVISORY SERVICES LLC1,465$590K0.07%-11513F-HRTimeline
Sequoia Financial Advisors, LLC1,461$588K<0.01%+21313F-HRTimeline
Camarda Financial Advisors, LLC1,447$582K0.21%-17813F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC1,443$581K0.01%013F-HRTimelineGroup
Rothschild Wealth LLC1,424$573K0.12%+313F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…1,424$573K0.26%new13F-HRTimeline
CVFG LLC1,415$569K0.41%+2513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,414$569K0.1%-4013F-HRTimeline
Quotient Wealth Partners, LLC1,406$566K0.02%+213F-HRTimeline
PRIVATE CLIENT SERVICES, LLC1,406$566K0.19%-4413F-HRTimeline
Fusion Capital, LLC1,343$565K0.16%new13F-HRTimeline
Financial Freedom, LLC1,402$564K0.28%-24413F-HRTimeline
Simmons Bankin group Simmons Bank1,400$563K0.04%013F-HRTimelineGroup
McAdam, LLC1,397$562K0.03%-12113F-HRTimeline
Platform Technology Partners1,391$560K0.13%-1613F-HRTimeline
SOA Wealth Advisors, LLC.1,386$558K0.1%+113F-HRTimeline
Bell Bank1,384$557K0.02%-6713F-HRTimeline
Arete Wealth Advisors, LLC1,324$551K0.03%new13F-HRTimeline
Canvas Wealth Advisors, LLC1,363$550K0.1%013F-HRTimeline
Perigon Wealth Management, LLC1,346$542K0.01%+17613F-HRTimeline
Principle Wealth Partners LLC1,338$538K0.03%+25013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC1,329$535K0.25%013F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC1,330$535K0.15%013F-HRTimeline
Global Trust Asset Management, LLC1,310$527K0.24%-10513F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,312$527K0.19%-1413F-HRTimeline
CWC Advisors, LLC.1,288$518K0.25%013F-HRTimeline
LWM ADVISORS INC1,279$515K0.46%-513F-HRTimeline
ProVise Management Group, LLC1,275$513K0.04%-913F-HRTimeline
Cornerstone Wealth Management, LLC1,271$511K0.03%+5513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK1,266$509K<0.01%+27213F-HRTimelineGroup
HOWE & RUSLING INC1,261$508K0.03%+113F-HRTimeline
JACKSON SQUARE CAPITAL, LLC1,252$504K0.11%013F-HRTimeline
First Affirmative Financial Network1,243$500K0.24%013F-HRTimeline
OARSMAN CAPITAL, INC.1,242$500K0.07%013F-HRTimeline
Resurgent Financial Advisors LLC1,236$497K0.24%+54913F-HRTimeline
KEB ASSET MANAGEMENT, LLC1,235$497K0.11%013F-HRTimeline
Vise Technologies, Inc.1,231$495K0.02%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,226$493K<0.01%013F-HRTimelineGroup
Baker Avenue Asset Management, LP1,224$493K0.01%013F-HRTimeline
Wedmont Private Capital1,183$478K0.02%+113F-HRTimeline
Hubbell Strickland Wealth Management, L…1,188$478K0.2%+113F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC1,187$478K0.08%013F-HRTimeline
Cloud Capital Management, LLC1,186$477K0.25%013F-HRTimeline
Hughes Financial Services, LLC1,137$475K0.08%013F-HRTimeline
Castle Rock Wealth Management, LLC1,169$474K0.1%013F-HRTimeline
DAHRING | CUSMANO LLC1,176$473K0.34%-313F-HRTimeline
AMERIFLEX GROUP, INC.1,172$472K0.18%+46813F-HRTimeline
DIVERSIFIED TRUST CO1,170$471K0.01%013F-HRTimeline
Trevian Wealth Management LLC1,170$471K0.25%013F-HRTimeline
Marathon Mission, Inc.1,168$470K0.28%013F-HRTimeline
Glenview Trust Co1,161$467K0.01%013F-HRTimeline
Snowden Capital Advisors LLC1,159$467K0.01%013F-HRTimeline
Birch Hill Investment Advisors LLC1,151$463K0.02%013F-HRTimeline
Cadence Bank1,146$461K0.03%013F-HRTimeline
Fairscale Capital, LLC1,139$459K0.32%013F-HRTimeline
Live Oak Investment Partners1,131$455K0.3%+813F-HR/ATimeline
Heritage Investment Group, Inc.1,130$455K0.07%013F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska1,126$453K0.05%+35313F-HRTimelineGroup
Intellus Advisors LLC1,125$453K0.06%-11213F-HRTimeline
SpringVest Wealth Management LLC1,125$453K0.33%013F-HRTimeline
Richmond Investment Services, LLC1,114$448K0.08%+12413F-HRTimeline
Certified Advisory Corp1,110$447K0.04%+4513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …1,110$447K0.01%+15713F-HRTimelineGroup
MWA Asset Management1,110$447K0.25%-213F-HRTimeline
SBI Securities Co., Ltd.1,108$446K0.01%-1,07713F-HRTimeline
Pure Financial Advisors, LLC1,105$445K0.01%+1013F-HRTimeline
Waldron Private Wealth LLC1,094$441K0.02%013F-HRTimeline
UMB Bank, n.a.1,092$439K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wealth Group Ltd1,089$438K0.1%+5513F-HRTimeline
First Heartland Consultants, Inc.1,073$432K0.03%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC1,065$429K0.02%-2013F-HRTimeline
Root Financial Partners, LLC1,063$428K0.03%+23113F-HRTimeline
Shepherd Financial Partners LLC1,059$426K0.04%013F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…1,059$426K0.25%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,052$423K0.01%-61113F-HRTimeline
Comprehensive Financial Planning, Inc./…1,050$423K0.29%+113F-HRTimeline
Intrua Financial, LLC1,048$422K0.05%-3413F-HRTimeline
Icon Wealth Advisors, LLC1,045$421K0.03%013F-HRTimeline
OxenFree Capital LLC1,026$420K0.23%-1613F-HRTimeline
Perennial Investment Advisors, LLC1,042$419K0.03%+113F-HRTimeline
Haverford Trust Co1,035$417K<0.01%013F-HRTimeline
Clear Creek Financial Management, LLC1,035$417K0.04%-18113F-HRTimeline
Apexium Financial, LP1,025$413K0.02%013F-HRTimeline
Monument Group Wealth Advisors, LLC1,020$411K0.24%+113F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC1,017$410K0.04%new13F-HRTimeline
CGN Advisors LLC1,015$408K0.03%-1713F-HRTimeline
Leeward Financial Partners, LLC1,013$408K0.12%013F-HRTimeline
Strategic Blueprint, LLC1,009$406K0.02%+4513F-HRTimeline
Lauterbach Financial Advisors, LLC1,008$406K0.2%+113F-HRTimeline
TOWNSQUARE CAPITAL LLC1,003$404K0.06%+8513F-HRTimeline
CHANNEL WEALTH LLC1,003$404K0.11%+913F-HRTimeline
LANDAAS & CO /WI /ADV1,000$402K0.09%-1013F-HRTimeline
Mill Creek Capital Advisors, LLC995$401K0.01%013F-HRTimeline