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Disclosery

MGK VANGUARD WORLD FD

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SHS (fund)

1,008 managers (1,024 13F filers) reported a position in MGK shares at 2026-06-30, 198,837,958 shares in all. 102 filers opened a position and 48 filers sold out during the quarter.

Managers
1,008
13F filers
1,024
New
102
Added
872
Reduced
22
Sold out
48
Shares held by filers
198,837,958

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Rothschild Wealth LLC6,306$554K0.04%+4,95813F-HRTimeline
Cornerstone Wealth Management, LLC6,303$554K0.02%+5,04413F-HRTimeline
NFC Investments, LLC6,300$554K0.14%+5,59613F-HRTimeline
Baker Avenue Asset Management, LP6,295$553K0.01%+4,79013F-HRTimeline
JACKSON SQUARE CAPITAL, LLC6,260$550K0.08%+5,00813F-HRTimeline
Xcelsior Advisor Partners LLC6,190$544K0.07%+4,97213F-HRTimeline
SOA Wealth Advisors, LLC.6,187$544K0.09%+4,95013F-HRTimeline
KEB ASSET MANAGEMENT, LLC6,175$543K0.09%+4,94013F-HRTimeline
CWC Advisors, LLC.6,153$541K0.24%+4,86513F-HRTimeline
HAZLETT, BURT & WATSON, INC.6,108$536K0.14%+4,88713F-HRTimeline
CIBC WORLD MARKET INC.6,084$535K<0.01%new13F-HRTimeline
Perigon Wealth Management, LLC6,053$532K0.01%+4,84213F-HRTimeline
WATERS PARKERSON & CO., LLC6,041$531K0.03%+4,83413F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO6,005$528K0.06%+4,80413F-HRTimelineGroup
Principle Wealth Partners LLC5,978$526K0.03%+4,63813F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC5,935$522K0.08%+4,74813F-HRTimeline
Live Oak Investment Partners5,932$521K0.28%+4,76313F-HRTimeline
LWM ADVISORS INC5,927$521K0.39%+4,64713F-HRTimeline
ProVise Management Group, LLC5,920$520K0.03%+4,73613F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management5,870$516K<0.01%new13F-HRTimelineGroup
Trevian Wealth Management LLC5,850$514K0.22%+4,68013F-HRTimeline
White Lighthouse Investment Management …5,840$513K0.06%+4,07713F-HRTimeline
Marathon Mission, Inc.5,840$513K0.26%+4,67213F-HRTimeline
OARSMAN CAPITAL, INC.5,807$510K0.05%+4,58413F-HRTimeline
Greenspring Advisors, LLC5,799$510K0.03%+4,64513F-HRTimeline
Birch Hill Investment Advisors LLC5,755$506K0.02%+4,60413F-HRTimeline
Hubbell Strickland Wealth Management, L…5,740$505K0.18%+4,59313F-HRTimeline
Waldron Private Wealth LLC5,685$500K0.02%+4,59113F-HRTimeline
Maloon Powers Pitre Higgins & Dennehy, …5,665$498K0.17%13F-HRTimeline
Cape Investment Advisory, Inc.5,660$498K0.13%+4,47213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,656$497K0.02%+4,33513F-HRTimeline
Prudent Man Investment Management, Inc.1,198$494K0.17%013F-HRTimeline
SpringVest Wealth Management LLC5,625$494K0.31%+4,50013F-HRTimeline
XML Financial, LLC5,616$494K0.04%+4,63313F-HRTimeline
WELLINGTON-ALTUS USA INC.1,342$493K0.35%-5,42313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP5,600$492K0.01%+4,62213F-HRTimeline
Peak Retirement Planning, Inc.5,588$491K0.08%+4,47913F-HRTimeline
Aprio Wealth Management, LLC5,525$486K0.02%+3,52613F-HRTimeline
CGN Advisors LLC5,514$485K0.04%+4,44213F-HRTimeline
Apella Capital, LLC5,518$483K0.01%+4,41413F-HRTimeline
Orion Porfolio Solutions, LLC5,468$481K<0.01%+3,35513F-HRTimeline
JB Capital LLC5,465$480K0.02%+4,33813F-HRTimeline
Fortis Group Advisors, LLC5,427$477K0.08%-36613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,415$476K<0.01%+4,26213F-HRTimelineGroup
Wealth Group Ltd5,400$475K0.09%+4,39513F-HRTimeline
NorthRock Partners, LLC5,397$474K0.01%+313F-HRTimeline
Pure Financial Advisors, LLC5,392$474K0.01%+4,31413F-HRTimeline
Strategic Blueprint, LLC5,348$470K0.02%+4,33013F-HRTimeline
Root Financial Partners, LLC5,324$468K0.02%+4,44413F-HRTimeline
Intellus Advisors LLC5,320$468K0.06%+4,25613F-HRTimeline
Barnett & Company, Inc.5,298$466K0.34%+4,38713F-HRTimeline
Shepherd Financial Partners LLC5,295$465K0.04%+4,15613F-HRTimeline
Castle Rock Wealth Management, LLC5,279$464K0.09%+4,10913F-HRTimeline
Comprehensive Financial Planning, Inc./…5,268$463K0.25%+4,21613F-HRTimeline
Icon Wealth Advisors, LLC5,227$459K0.03%013F-HRTimeline
Certified Advisory Corp5,202$457K0.04%+4,16213F-HRTimeline
SteelPeak Wealth, LLC5,202$457K0.01%new13F-HRTimeline
Dakota Wealth Management5,183$456K0.01%new13F-HRTimeline
Glenview Trust Co5,180$455K0.01%+4,14413F-HR/ATimeline
Baldwin Investment Management, LLC5,175$455K0.04%new13F-HRTimeline
NATURAL INVESTMENTS, LLC5,160$453K0.1%+4,12813F-HRTimeline
Y-Intercept (Hong Kong) Ltd5,128$451K0.01%-1,66613F-HRTimeline
Stonebridge Financial Group, LLC5,125$451K0.03%+4,20213F-HRTimeline
TOEWS CORP /ADV5,121$450K0.07%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources5,115$450K<0.01%+4,07213F-HRTimelineGroup
DAHRING | CUSMANO LLC5,099$448K0.24%+4,00413F-HRTimeline
Winthrop Advisory Group LLC5,087$447K0.03%new13F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC5,085$447K0.04%+4,06813F-HRTimeline
Monument Group Wealth Advisors, LLC5,207$445K0.21%+4,18513F-HRTimeline
Lauterbach Financial Advisors, LLC5,060$445K0.19%+4,04913F-HRTimeline
PLANNING DIRECTIONS INC5,060$445K0.21%+4,02913F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC5,000$440K0.01%+4,00013F-HR/ATimeline
LAUREL OAK WEALTH MANAGEMENT, LLC4,973$437K0.06%+4,02713F-HRTimeline
UMB Bank, n.a.4,948$435K0.01%+3,91413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GSG Advisors LLC4,903$431K0.09%+3,92213F-HRTimeline
Sequent Planning LLC4,902$431K0.09%+3,96113F-HRTimeline
Aspen Wealth Management LLC4,890$430K0.07%+3,91313F-HRTimeline
Ashton Thomas Private Wealth, LLC4,800$422K0.01%+3,83613F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO4,785$421K0.06%+3,82813F-HRTimeline
SIMON QUICK ADVISORS, LLC4,775$420K0.02%+3,78013F-HRTimeline
First Financial Bankshares Inc4,765$419K0.01%+3,81213F-HRTimeline
Leeward Financial Partners, LLC4,730$416K0.11%+3,78413F-HRTimeline
Retireful, LLC4,695$414K0.39%+3,75613F-HRTimeline
MWA Asset Management4,700$413K0.19%+3,74813F-HRTimeline
Integrity Advisory Solutions, LLC4,646$408K0.04%+3,92913F-HRTimeline
Wealthstar Advisors, LLC4,635$407K0.2%+3,70813F-HRTimeline
OxenFree Capital LLC4,651$407K0.19%+3,72113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO4,609$405K<0.01%+3,91113F-HRTimelineGroup
BCS Wealth Management4,600$404K0.07%+3,68013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,590$404K0.01%+3,67213F-HRTimelineGroup
Hughes Financial Services, LLC4,579$403K0.05%+3,44213F-HRTimeline
Blom & Howell Financial Planning, Inc.4,564$401K0.33%+3,78113F-HRTimeline
SIMPLEX TRADING, LLC4,469$393K0.01%new13F-HRTimeline
Allied Investment Advisors, LLC4,436$390K0.05%+3,70213F-HRTimeline
ARS Wealth Advisors Group, LLC4,428$389K0.03%+3,68113F-HRTimeline
FLP Wealth Management, LLC4,396$386K0.69%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,395$386K<0.01%+3,33613F-HRTimelineGroup
Range Advisory, LLC4,379$385K0.05%+3,67713F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.4,365$384K0.3%new13F-HRTimeline
S.A. Mason LLC4,340$382K0.12%+3,47613F-HRTimeline
Clarion Wealth Managment Partners, LLC4,338$381K0.31%+3,47113F-HRTimeline
Sage Mountain Advisors LLC4,330$381K0.02%+3,31413F-HRTimeline
Fusion Capital, LLC4,316$379K0.09%+3,38713F-HRTimeline
Palisade Asset Management, LLC4,300$378K0.03%+3,44013F-HRTimeline
Anchor Investment Management, LLC4,300$378K0.03%+3,44013F-HRTimeline
GeoWealth Management, LLC4,285$377K0.01%+3,42813F-HRTimeline
IFG Advisory, LLC4,285$377K0.01%+4,28013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,285$377K<0.01%+2,27513F-HRTimelineGroup
Mason & Associates, LLC4,275$376K0.08%+3,42013F-HRTimeline
Dynamic Advisor Solutions LLC4,257$374K0.01%+3,64713F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV4,228$371K0.06%new13F-HRTimeline
Spectrum Planning & Advisory Services I…4,217$371K0.17%+3,36913F-HRTimeline
Advyzon Investment Management, LLC4,210$370K0.03%new13F-HRTimeline
TD Waterhouse Canada Inc.4,210$370K<0.01%+2,92913F-HRTimeline
Composition Wealth, LLC4,200$369K<0.01%+3,30713F-HRTimeline
TFR Capital, LLC.4,197$369K0.1%+3,28713F-HRTimeline
Symphony Financial, Ltd. Co.4,184$368K0.04%+3,56813F-HRTimeline
AMG National Trust Bank4,150$365K0.01%+3,25513F-HRTimeline
JMG Financial Group, Ltd.4,130$363K0.01%+3,30413F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…4,125$363K0.01%+3,30013F-HRTimeline
Maia Wealth LLC4,096$360K0.05%+3,43713F-HRTimeline
Dunhill Financial, LLC4,076$358K0.07%+3,14713F-HRTimeline
Welch Group, LLC4,075$358K0.01%+3,30613F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC4,075$358K0.24%+3,22013F-HRTimeline
Caprock Group, LLC4,052$356K0.01%+3,24213F-HRTimeline
Venture Visionary Partners LLC4,030$354K0.01%+3,22413F-HRTimeline
SAX WEALTH ADVISORS, LLC962$354K0.01%+3713F-HRTimeline
Bouchey Financial Group, Ltd.4,020$353K0.02%+3,21613F-HRTimeline
Provident Wealth Management, LLC4,020$353K0.09%+3,21613F-HRTimeline
Rockwood Wealth Management, LLC4,016$353K0.02%+3,20313F-HRTimeline
Financial Alternatives, Inc4,015$353K0.17%+3,21213F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT4,000$352K0.02%new13F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …4,000$352K<0.01%+2,34013F-HRTimelineGroup
Modera Wealth Management, LLC3,980$350K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…3,975$349K0.08%+3,18013F-HRTimeline
Piedmont Capital Management, LLC3,960$349K0.18%+3,16813F-HRTimeline
Tulsa Wealth Advisors, INC3,955$348K0.05%+3,16413F-HRTimeline
CHANNEL WEALTH LLC3,935$346K0.08%+3,14813F-HRTimeline
Keystone Wealth Services, LLC3,933$346K0.06%+3,14613F-HRTimeline
Global Trust Asset Management, LLC3,927$345K0.11%+3,14813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,920$345K0.01%+3,19713F-HRTimelineGroup
Koshinski Asset Management, Inc.3,912$344K0.02%+1,21413F-HRTimeline
DAVIDSON TRUST CO3,900$343K0.13%+3,12013F-HRTimeline
DAVIDSON INVESTMENT ADVISORS3,900$343K0.01%+3,12013F-HRTimeline
MidFirst Bank3,880$341K0.02%+3,10413F-HRTimeline
GUIDANCE CAPITAL, INC3,844$339K0.07%+213F-HRTimeline
Busey Bank3,853$339K0.01%+3,08013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC3,853$339K0.09%+3,15513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,840$338K<0.01%+3,07213F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT3,838$337K<0.01%+3,16513F-HRTimeline
CPC Advisors, LLC3,830$337K0.05%+3,06413F-HRTimeline
Sollinda Capital Management LLC3,820$336K0.07%+3,05613F-HRTimeline
Sunburst Financial Group, LLC3,817$336K0.06%+3,05413F-HRTimeline
Plus Group Wealth Advisors LLC3,813$335K0.32%+3,05013F-HRTimeline
Key Financial Inc3,765$331K0.05%+3,01213F-HRTimeline
180 WEALTH ADVISORS, LLC3,755$330K0.03%+2,92413F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …3,750$330K0.02%+3,16113F-HRTimelineGroup
MANCHESTER FINANCIAL INC3,725$327K0.06%+2,98013F-HRTimeline
ENTREWEALTH, LLC3,637$327K0.12%new13F-HRTimeline
Mystic Asset Management, Inc.3,700$325K0.07%+2,90013F-HRTimeline
HM PAYSON & CO3,680$324K<0.01%+2,94413F-HRTimeline
SC&H Financial Advisors, Inc.3,680$324K0.04%+2,94413F-HRTimeline
FreeGulliver LLC3,670$323K0.11%+2,93613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,634$319K<0.01%+1,22313F-HR/ATimeline
Brio Consultants, LLC3,633$319K0.04%-35313F-HRTimeline
AMERIFLEX GROUP, INC.3,610$317K0.13%+3,02413F-HRTimeline
Retirement Planning Group, LLC3,590$316K0.01%+2,82013F-HRTimeline
Ridgewood Investments LLC3,565$313K0.12%+2,85213F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC3,556$313K<0.01%+2,87013F-HRTimelineGroup
Trilogy Capital Inc.3,523$310K0.01%+2,83313F-HRTimeline
GREENLEAF TRUST3,489$307K<0.01%+2,78313F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC3,483$306K3.24%+2,76713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC3,384$297K0.02%+2,57213F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.3,345$294K0.07%+2,30413F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC3,323$292K<0.01%+2,44313F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV3,314$291K0.03%+2,26713F-HRTimeline
Kaydan Wealth Management, Inc.3,300$290K0.09%+2,63713F-HRTimeline
VESTOR CAPITAL, LLC3,510$290K0.02%+3,20713F-HRTimeline
First Pacific Financial3,292$289K0.03%+2,67013F-HRTimeline
First National Trust Co3,287$289K0.01%new13F-HRTimeline
Seven Springs Wealth Group, LLC3,285$289K0.06%+2,62813F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC3,275$288K<0.01%+2,62013F-HRTimelineGroup
Legacy Private Trust Co.3,275$288K0.02%+2,62013F-HRTimeline
Saiph Capital, LLC3,275$288K0.09%+2,62013F-HRTimeline
Bridgewater Advisors Inc.3,250$287K0.02%013F-HRTimeline
Emissary Wealth LLC3,260$287K0.22%+2,60813F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC3,241$285K0.07%+2,59313F-HRTimeline
Ballast, Inc.3,232$284K0.05%+2,58613F-HRTimeline
GERMAN AMERICAN BANCORP, INC.3,210$282K0.02%+2,56813F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC3,205$282K0.03%+2,56213F-HRTimeline
Guardian Financial Partners, LLC3,204$282K0.11%+2,54813F-HRTimeline
Madison Wealth Partners, Inc3,185$280K0.04%new13F-HRTimeline
Steffes Financial, Ltd.3,175$279K0.12%+2,54013F-HRTimeline
Ethic Inc.3,139$276K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,119$274K<0.01%new13F-HRTimelineGroup
Ponta Wealth Partners, LLC3,105$273K0.15%+2,48413F-HRTimeline
KERR FINANCIAL PLANNING Corp3,072$270K0.3%-13013F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,045$268K0.01%+2,43613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC3,045$268K<0.01%+2,43613F-HRTimeline
Trivium Point Advisory, LLC3,030$266K0.02%new13F-HRTimeline