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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
Nautilus Advisors LLC3,076$1.27M0.83%013F-HRTimeline
Institute for Wealth Management, LLC.3,071$1.27M0.13%+17213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,018$1.25M0.02%-84913F-HRTimelineGroup
Modern Wealth Management, LLC3,017$1.25M0.02%+313F-HRTimeline
Capital Investment Counsel, LLC3,008$1.24M0.17%+1,25113F-HRTimeline
Detalus Advisors, LLC2,991$1.23M0.3%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,977$1.23M<0.01%-31413F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,943$1.21M0.07%-28013F-HRTimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC2,936$1.21M0.38%013F-HRTimeline
VSM Wealth Advisory, LLC2,935$1.21M0.36%+1,02413F-HRTimeline
Well Done, LLC2,898$1.2M0.18%013F-HRTimeline
ASPIRIANT, LLC2,882$1.19M0.03%+2,16813F-HRTimeline
CALTON & ASSOCIATES, INC.2,871$1.18M0.17%-13813F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…2,851$1.18M0.56%+2,08913F-HRTimelineGroup
Prosperity Consulting Group, LLC2,837$1.17M0.05%+9013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,799$1.16M0.07%+1,29813F-HRTimeline
Cyndeo Wealth Partners, LLC2,763$1.14M0.06%-22113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC2,725$1.12M0.01%+12413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,719$1.12M<0.01%-3,90413F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co2,706$1.12M<0.01%-47613F-HRTimelineGroup
Sather Financial Group Inc2,706$1.12M0.06%new13F-HRTimeline
Koshinski Asset Management, Inc.2,698$1.11M0.07%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,697$1.11M<0.01%+1,08913F-HRTimelineGroup
HARTLINE INVESTMENT CORP/2,685$1.11M0.12%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,667$1.1M0.01%+2,40413F-HRTimelineGroup
Legacy Financial Advisors, Inc.2,664$1.1M0.15%-2913F-HRTimeline
RETIREMENT GUYS FORMULA LLC2,642$1.09M0.5%+19613F-HRTimeline
CENTRAL TRUST Co2,634$1.09M0.02%+28213F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,616$1.08M0.06%+1013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,600$1.07M<0.01%+24813F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.2,586$1.07M0.35%+1113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,580$1.06M0.01%+69113F-HRTimelineGroup
National Wealth Management Group, LLC2,576$1.06M0.37%+16613F-HRTimeline
Weaver Consulting Group2,566$1.06M0.26%-16913F-HRTimeline
Prestige Wealth Management Group LLC2,562$1.06M0.2%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,554$1.05M0.03%+60313F-HRTimelineGroup
Guardian Capital, LLC2,546$1.05M0.94%13F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…2,540$1.05M0.98%13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,486$1.03M<0.01%-1213F-HRTimelineGroup
CERTUITY, LLC2,483$1.03M0.06%+413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,480$1.02M0.02%-90013F-HRTimeline
Quent Capital, LLC2,472$1.02M0.07%-713F-HRTimeline
Heartwood Wealth Advisors LLC2,472$1.02M0.09%013F-HRTimeline
OneDigital Investment Advisors LLC2,470$1.02M0.01%+1713F-HRTimeline
Wescott Financial Advisory Group, LLC2,467$1.02M0.09%-1713F-HRTimeline
Americana Partners, LLC2,467$1.02M0.03%-5,53013F-HRTimeline
Focus Financial Network, Inc.2,459$1.02M0.04%+49913F-HRTimeline
Capital Investment Advisory Services, L…2,456$1.01M0.07%-6413F-HRTimeline
Avalon Trust Co2,450$1.01M0.07%013F-HRTimeline
Ridgepath Capital Management LLC2,496$1M0.46%013F-HRTimeline
Private Wealth Group, LLC2,418$998K0.48%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,412$995K<0.01%+1313F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC2,398$990K0.02%+1313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,355$972K0.02%-8413F-HRTimeline
Squire Investment Management Company, L…2,325$960K0.29%013F-HRTimeline
Key Capital Management, INC2,309$953K0.94%13F-HRTimeline
Aptus Capital Advisors, LLC2,304$951K0.01%-11813F-HRTimeline
City State Bank2,297$948K0.26%+1613F-HRTimeline
Signal Advisors Wealth, LLC2,249$928K0.07%+33113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,253$926K0.15%-1013F-HRTimeline
Pinion Investment Advisors, LLC2,236$923K0.23%+13513F-HRTimeline
Rolek Wealth Management LLC2,217$915K0.63%+6813F-HRTimeline
U.S. Capital Wealth Advisors, LLC2,208$911K0.02%+27213F-HRTimeline
Fortis Group Advisors, LLC2,222$902K0.15%-9213F-HRTimeline
Summit Investment Advisory Services, LLC2,177$899K0.34%+113F-HRTimeline
Wagner Wealth Management, LLC2,160$892K0.19%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…2,144$885K0.02%-10413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,102$868K<0.01%-7513F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…2,054$848K0.1%-50013F-HRTimeline
Simplicity Wealth,LLC2,024$835K0.05%-1,34513F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC2,010$830K0.24%-70113F-HRTimeline
DiPaolo Financial Group, Inc.2,007$829K0.88%13F-HRTimeline
Vantage Financial Partners, LLC2,000$826K0.17%-4413F-HRTimeline
Centurion Wealth Management LLC1,987$820K0.18%-1413F-HRTimeline
ALTFEST L J & CO INC1,985$819K0.09%013F-HRTimeline
Bestgate Wealth Advisors, LLC1,971$814K1.43%new13F-HRTimeline
Buttonwood Financial Advisors Inc.1,957$808K0.27%-2113F-HRTimeline
Vise Technologies, Inc.1,943$802K0.02%+71213F-HRTimeline
Serenus Wealth Advisors, LLC1,922$793K0.15%-4813F-HRTimeline
FF Advisors,LLC1,906$787K0.35%013F-HRTimeline
SBI Securities Co., Ltd.1,904$786K0.02%+79613F-HRTimeline
FAS Wealth Partners, Inc.1,895$782K0.05%013F-HRTimeline
Synergy Investment Management, LLC1,892$781K0.28%-10413F-HRTimeline
Accel Wealth Management1,888$779K0.21%+8313F-HRTimeline
DOVER ADVISORS, LLC1,872$773K0.3%013F-HRTimeline
Beaumont Financial Advisors, LLC1,839$759K0.05%+6013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…1,838$759K0.46%+1,09113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,835$757K0.02%-43013F-HRTimelineGroup
ACORN FINANCIAL ADVISORY SERVICES INC /…1,833$756K0.11%-1713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1,831$756K0.04%-4013F-HRTimeline
CVA Family Office, LLC1,823$753K0.09%+113F-HRTimeline
United Advisor Group, LLC1,822$752K0.1%-24613F-HRTimeline
Balefire, LLC1,817$750K0.15%-1013F-HRTimeline
AMG Asset Management Group, Inc.1,812$748K2.41%13F-HRTimeline
McAdam, LLC1,803$744K0.03%+40613F-HRTimeline
Westmount Partners, LLC1,793$740K0.18%-413F-HRTimeline
BCS Wealth Management1,792$740K0.07%+94413F-HRTimeline
LS Investment Advisors, LLC1,780$735K0.1%013F-HRTimeline
Latitude Advisors, LLC1,768$730K0.32%+4513F-HRTimeline
HBW ADVISORY SERVICES LLC1,766$729K0.08%+30113F-HRTimeline
White Lighthouse Investment Management …1,763$728K0.1%013F-HRTimeline
Rodgers & Associates, LTD1,763$728K0.07%013F-HRTimeline
Fortis Capital Advisors, LLC1,756$725K0.11%013F-HRTimeline
Zinnia Wealth Advisory, LLC1,747$721K0.78%13F-HRTimeline
W1M Asset Management Ltd1,745$720K0.01%new13F-HRTimeline
Greenspring Advisors, LLC1,739$718K0.04%new13F-HRTimeline
Asempa Wealth Advisors1,727$713K0.61%13F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,723$711K0.12%+30913F-HRTimeline
SMITH, MOORE & CO.1,707$705K0.05%+7613F-HRTimeline
PRIVATE TRUST CO NA1,706$704K0.06%-1413F-HRTimeline
Advisory Alpha, LLC1,700$702K0.02%-34013F-HRTimeline
BAILARD, INC.1,700$702K0.02%013F-HRTimeline
CIBC WORLD MARKET INC.1,700$702K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,700$702K<0.01%-1613F-HRTimeline
Stonebridge Financial Planning Group, L…1,697$700K0.25%-3013F-HRTimeline
Graney & King, LLC1,691$698K0.41%-18213F-HRTimeline
Optivise Advisory Services LLC1,690$698K0.4%+15713F-HRTimeline
AA Financial Advisors, LLC1,681$694K0.13%new13F-HRTimeline
Berkshire Money Management, Inc.1,679$693K0.07%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,679$693K0.01%-4313F-HRTimelineGroup
MITCHELL MCLEOD PUGH & WILLIAMS INC1,747$687K0.1%013F-HRTimeline
Sage Investment Advisers LLC1,654$683K0.51%13F-HRTimeline
Measured Wealth Private Client Group, L…1,650$681K0.18%-15813F-HRTimeline
PFG Investments, LLC1,648$680K0.03%-15313F-HRTimeline
MFA WEALTH ADVISORS, LLC1,645$679K0.14%013F-HRTimeline
Aurora Private Wealth, Inc.1,640$677K0.44%13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP1,619$668K<0.01%-813F-HRTimelineGroup
JGP Wealth Management, LLC1,609$664K0.07%013F-HRTimeline
Heritage Investment Group, Inc.1,608$664K0.1%+47813F-HRTimeline
Resurgent Financial Advisors LLC1,606$663K0.33%+37013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,606$663K0.37%013F-HRTimeline
David Kennon Inc1,604$662K0.24%+12113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA1,597$659K<0.01%-1313F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV1,587$655K0.1%-1,84013F-HRTimeline
Legacy Advisory Services, LLC1,581$653K0.49%-6913F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA1,572$649K0.03%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,570$648K0.22%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,554$641K0.05%+113F-HRTimeline
Lakeshore Financial Planning, Inc.1,533$633K0.23%+3713F-HRTimeline
Pacific Point Advisors, LLC1,526$630K0.34%013F-HRTimeline
Roundview Capital LLC1,522$628K0.04%+113F-HRTimeline
Embree Financial Group1,516$626K0.08%-7413F-HRTimeline
Cynosure Group, LLC1,513$625K0.06%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,506$622K0.18%+1,05513F-HRTimeline
Venturi Wealth Management, LLC1,500$619K0.03%-50013F-HRTimeline
Carroll Investors, Inc1,500$619K0.3%-5113F-HRTimeline
COZAD ASSET MANAGEMENT INC1,498$618K0.05%013F-HRTimeline
Sequoia Financial Advisors, LLC1,487$614K<0.01%+2613F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska1,463$604K0.07%+33713F-HRTimelineGroup
ICONIQ Capital, LLCin group ICONIQ Capital, LLC1,459$602K0.01%+1613F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC1,452$599K0.04%new13F-HRTimeline
Cape Investment Advisory, Inc.1,442$595K0.18%+1,43813F-HRTimeline
BCO Wealth Management LLC1,439$594K0.36%-34513F-HRTimeline
New England Private Wealth Advisors LLC1,438$594K0.07%-18113F-HR/ATimeline
Quotient Wealth Partners, LLC1,425$588K0.02%+1913F-HRTimeline
ENTRUST FINANCIAL LLC1,420$586K0.44%13F-HRTimeline
CVFG LLC1,415$584K0.4%013F-HRTimeline
Beacon Financial Advisory LLC1,412$583K0.14%-6613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC1,406$580K0.18%013F-HRTimeline
Simmons Bankin group Simmons Bank1,400$578K0.04%013F-HRTimelineGroup
RDA Financial Network1,399$577K0.14%-8913F-HRTimeline
Platform Technology Partners1,391$574K0.12%013F-HRTimeline
SOA Wealth Advisors, LLC.1,388$573K0.1%+213F-HRTimeline
Snowden Capital Advisors LLC1,375$568K0.01%+21613F-HRTimeline
Gotham Asset Management, LLC1,369$565K<0.01%+43313F-HRTimeline
Financial Freedom, LLC1,367$564K0.28%-3513F-HRTimeline
Canvas Wealth Advisors, LLC1,363$563K0.1%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT1,360$562K<0.01%+54713F-HRTimeline
GeoWealth Management, LLC1,360$561K0.02%+46913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …1,360$561K0.01%+25013F-HRTimelineGroup
Michael J. Porro & Co. Financial Adviso…1,358$561K0.47%13F-HRTimeline
Rothschild Wealth LLC1,348$557K0.05%-7613F-HR/ATimeline
Fusion Capital, LLC1,345$555K0.16%+213F-HRTimeline
Principle Wealth Partners LLC1,338$552K0.03%013F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC1,330$549K0.14%013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC1,329$549K0.22%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,320$545K<0.01%+52513F-HRTimelineGroup
Baker Avenue Asset Management, LP1,316$543K0.01%+9213F-HRTimeline
Bell Bank1,309$540K0.02%-7513F-HRTimeline
ALONGSIDE, LLC1,297$535K0.18%13F-HRTimeline
CWC Advisors, LLC.1,288$532K0.26%013F-HRTimeline
LWM ADVISORS INC1,279$528K0.46%013F-HRTimeline
Orgel Wealth Management, LLC1,276$527K0.01%new13F-HRTimeline
NorthRock Partners, LLC1,266$523K0.01%+55913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK1,266$523K<0.01%013F-HRTimelineGroup
HOWE & RUSLING INC1,264$522K0.03%+313F-HRTimeline
Cornerstone Wealth Management, LLC1,257$519K0.03%-1413F-HRTimeline
JACKSON SQUARE CAPITAL, LLC1,252$517K0.1%013F-HRTimeline
Peak Retirement Planning, Inc.1,245$514K0.12%+39913F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC1,244$513K0.14%+26213F-HRTimeline
KEB ASSET MANAGEMENT, LLC1,235$510K0.1%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,229$507K0.16%-8313F-HRTimeline
Fairscale Capital, LLC1,227$506K0.34%+8813F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC1,215$502K0.05%+19813F-HRTimeline
Perigon Wealth Management, LLC1,207$498K0.01%-13913F-HRTimeline
Centennial Advisors, LLC1,206$498K0.65%13F-HRTimeline
WATERS PARKERSON & CO., LLC1,206$498K0.02%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,202$496K0.03%new13F-HR/ATimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO1,201$496K0.04%13F-HRTimelineGroup
Prudent Man Investment Management, Inc.1,198$494K0.17%+14113F-HRTimeline