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Disclosery

MGK VANGUARD WORLD FD

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SHS (fund)

831 managers (840 13F filers) reported a position in MGK shares at 2024-12-31, 38,668,622 shares in all. 72 filers opened a position and 34 filers sold out during the quarter.

Managers
831
13F filers
840
New
72
Added
277
Reduced
255
Sold out
34
Shares held by filers
38,668,622

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
TFR Capital, LLC.951$327K0.16%13F-HRTimeline
Prospect Financial Services LLC942$323K0.18%new13F-HRTimeline
GPS Wealth Strategies Group, LLC928$319K0.04%013F-HRTimeline
Wealthstar Advisors, LLC927$318K0.14%13F-HRTimeline
Aprio Wealth Management, LLC924$317K0.05%-2113F-HRTimeline
Geneos Wealth Management Inc.917$315K0.01%+4613F-HRTimeline
49 WEALTH MANAGEMENT, LLC915$314K0.04%-9213F-HRTimeline
Legacy Advisors, LLC905$311K0.03%new13F-HRTimeline
Northeast Financial Consultants Inc904$310K0.01%013F-HRTimeline
Spectrum Planning & Advisory Services I…898$308K0.27%013F-HRTimeline
180 WEALTH ADVISORS, LLC884$304K0.05%013F-HRTimeline
Mill Creek Capital Advisors, LLC880$302K0.01%-1413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC878$302K0.01%-2713F-HRTimelineGroup
BROWN WEALTH MANAGEMENT, LLC872$299K0.11%+9113F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.871$299K0.26%13F-HRTimeline
Palisade Asset Management, LLC869$298K0.03%+813F-HRTimeline
Anchor Investment Management, LLC868$298K0.03%013F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC855$294K0.21%013F-HRTimeline
Advisory Alpha, LLC853$293K0.01%-1613F-HRTimeline
DAVIDSON TRUST CO850$292K0.15%-11013F-HRTimeline
DAVIDSON INVESTMENT ADVISORS850$292K0.01%-11013F-HRTimeline
Sunbelt Securities, Inc.842$292K0.03%+113F-HRTimeline
WMG Financial Advisors, LLC846$291K0.13%-313F-HRTimeline
Sollinda Capital Management LLC844$290K0.08%-313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC837$287K0.02%+13213F-HRTimeline
BCS Wealth Management835$287K0.07%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.835$287K0.03%013F-HRTimeline
Sequent Planning LLC834$286K0.11%new13F-HRTimeline
AMG National Trust Bank830$285K0.01%013F-HRTimeline
Financial Alternatives, Inc828$284K0.2%013F-HRTimeline
Lord & Richards Wealth Management, LLC817$281K0.59%13F-HRTimeline
Sunburst Financial Group, LLC817$281K0.07%013F-HRTimeline
Peachtree Investment Partners, LLC814$279K0.1%013F-HRTimeline
Mayfair Advisory Group, LLC813$279K0.16%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT813$279K<0.01%-4613F-HRTimeline
Welch Group, LLC797$276K0.01%+5013F-HRTimeline
Provident Wealth Management, LLC804$276K0.09%013F-HRTimeline
GUIDANCE CAPITAL, INC781$276K0.08%-2813F-HRTimeline
Wedmont Private Capital811$276K0.01%+6413F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC803$276K0.15%new13F-HRTimeline
MANCHESTER FINANCIAL INC803$276K0.06%013F-HRTimeline
Mystic Asset Management, Inc.800$275K0.07%new13F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC798$274K0.04%+113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT797$274K0.01%013F-HRTimeline
Legacy Investment Solutions, LLC780$272K0.18%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…780$272K0.18%013F-HRTimelineGroup
Main Street Financial Solutions, LLC783$269K0.03%-8,91213F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC780$268K0.01%-413F-HRTimelineGroup
First Financial Bankshares Inc778$267K0.01%013F-HRTimeline
Venture Visionary Partners LLC776$266K0.01%-81313F-HR/ATimeline
Quantinno Capital Management LP775$266K<0.01%new13F-HRTimeline
HBK Sorce Advisory LLC775$266K0.01%013F-HRTimeline
XML Financial, LLC771$265K0.02%013F-HRTimeline
Allianz SEin group Allianz SE767$263K0.01%013F-HRTimelineGroup
Apexium Financial, LP762$262K0.02%013F-HRTimeline
SCOTIA CAPITAL INC.759$261K<0.01%new13F-HRTimeline
Morton Capital Management LLC/CA758$260K0.05%013F-HRTimeline
Praetorian Wealth Management, Inc.750$258K0.06%new13F-HRTimeline
Strategic Financial Concepts, LLC748$257K0.05%new13F-HR/ATimeline
Delta Financial Group, Inc.745$256K0.06%new13F-HRTimeline
Advisors Capital Management, LLC744$255K<0.01%013F-HRTimeline
Signal Advisors Wealth, LLC742$255K0.03%-14013F-HRTimeline
Concorde Asset Management, LLC738$253K0.13%-5013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC732$251K0.03%+3113F-HRTimeline
Fielder Capital Group LLC731$251K0.08%013F-HRTimeline
Triton Financial Group Inc728$250K0.16%+2113F-HRTimeline
Resurgent Financial Advisors LLC728$250K0.15%-513F-HRTimeline
Headlands Technologies LLC720$247K0.02%+35913F-HRTimeline
Vigilare Wealth Management719$247K0.1%new13F-HRTimeline
Carmel Capital Partners, LLC717$246K0.1%013F-HRTimeline
Kaydan Wealth Management, Inc.717$246K0.08%-1213F-HRTimeline
AMERIFLEX GROUP, INC.706$246K0.11%13F-HRTimeline
ASPIRIANT, LLC714$245K0.01%013F-HRTimeline
Ridgewood Investments LLC713$245K0.12%013F-HRTimeline
Rice Partnership, LLC705$242K0.05%013F-HRTimeline
Jacobi Capital Management LLC701$241K0.02%-14013F-HRTimeline
DAVENPORT & Co LLC700$240K<0.01%013F-HRTimeline
Trilogy Capital Inc.700$240K0.01%-3013F-HRTimeline
Darden Wealth Group Inc700$240K0.16%+2613F-HRTimeline
ARS Wealth Advisors Group, LLC684$235K0.03%+113F-HRTimeline
Indiana Trust & Investment Management Co680$234K0.08%013F-HRTimeline
JERICHO FINANCIAL, LLP680$233K0.17%13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC680$233K<0.01%new13F-HRTimelineGroup
Advisor Resource Council673$231K0.17%new13F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC646$231K0.08%13F-HRTimeline
MSH Capital Advisors LLC670$230K0.07%-8413F-HRTimeline
One Wealth Management Investment & Advi…669$230K0.36%013F-HRTimeline
Towneley Capital Management, Inc / DE658$226K0.05%new13F-HRTimeline
Seven Springs Wealth Group, LLC657$226K0.08%013F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP650$223K0.06%new13F-HRTimelineGroup
HM PAYSON & CO646$222K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.646$222K0.09%+7813F-HRTimeline
GERMAN AMERICAN BANCORP, INC.642$220K0.02%013F-HRTimeline
Bristlecone Advisors, LLC640$220K0.02%013F-HRTimeline
Lifestyle Asset Management, Inc.635$218K0.12%new13F-HRTimeline
Ballast, Inc.634$218K0.06%new13F-HRTimeline
PRIVATE TRUST CO NA628$216K0.02%+32113F-HRTimeline
Rockwood Wealth Management, LLC619$215K0.02%new13F-HRTimeline
Bouchey Financial Group, Ltd.624$214K0.02%new13F-HRTimeline
Fairscale Capital, LLC614$211K0.18%013F-HRTimeline
FAGAN ASSOCIATES, INC.612$210K0.03%new13F-HRTimeline
Riggs Capital Management LLC609$209K0.21%13F-HRTimeline
KCM INVESTMENT ADVISORS LLC609$209K0.01%new13F-HRTimeline
Legacy Trust602$207K0.05%new13F-HRTimeline
Faithward Advisors, LLC592$203K0.03%new13F-HRTimeline
David Kennon Inc591$203K0.08%new13F-HRTimeline
Smithfield Trust Co592$203K0.01%013F-HRTimeline
Financial Advisors Network, Inc.590$203K0.03%13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC588$202K0.01%-33313F-HRTimeline
OMNI 360 Wealth, Inc.587$202K0.13%new13F-HR/ATimeline
Accel Wealth Management584$201K0.08%new13F-HRTimeline
First Command Advisory Services, Inc.575$197K<0.01%013F-HRTimeline
FLP Wealth Management, LLC568$195K0.5%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners539$185K0.03%+113F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/523$180K<0.01%013F-HRTimelineGroup
Transce3nd, LLC522$179K0.06%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC495$170K0.01%013F-HRTimeline
S.A. Mason LLC485$167K0.09%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC477$164K<0.01%013F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS455$156K<0.01%+43513F-HRTimelineGroup
Larson Financial Group LLC450$155K0.01%013F-HRTimeline
Parallel Advisors, LLC447$154K<0.01%+12913F-HRTimeline
FIRST COMMUNITY TRUST NA446$153K0.11%013F-HRTimeline
Cherry Tree Wealth Management, LLC429$147K0.04%013F-HRTimeline
Hexagon Capital Partners LLC400$137K0.02%-7813F-HRTimeline
Federation des caisses Desjardins du Qu…385$132K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC380$130K0.03%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC375$129K0.04%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …374$128K0.03%-4713F-HRTimelineGroup
Activest Wealth Management350$120K0.03%013F-HRTimeline
Glass Jacobson Investment Advisors llc318$109K0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VESTOR CAPITAL, LLC303$104K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS300$103K0.05%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC300$103K0.02%013F-HRTimeline
Park Square Financial Group, LLC300$103K0.07%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC288$98.9K<0.01%013F-HRTimeline
Addison Advisors LLC283$97.2K0.03%013F-HRTimeline
Kiely Wealth Advisory Group, Inc.267$94.1K0.06%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC272$93K<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO263$90.3K<0.01%new13F-HRTimelineGroup
TRUST CO OF VERMONT262$90K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp250$85.9K0.01%013F-HRTimelineGroup
CHESAPEAKE ASSET MANAGEMENT LLC250$85.9K0.08%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC247$84.8K0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC236$75.9K0.01%new13F-HRTimelineGroup
Truvestments Capital LLC220$75.5K0.02%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC219$75.2K0.01%+21813F-HRTimeline
Physician Wealth Advisors, Inc.208$71.4K0.01%new13F-HRTimeline
Bogart Wealth, LLC205$70.4K<0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…200$68.7K0.01%013F-HRTimeline
Citizens National Bank Trust Department200$68.7K0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC200$68.7K0.03%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.197$67.5K0.03%+9713F-HRTimeline
Wood Tarver Financial Group, LLC196$67K0.02%13F-HRTimeline
Brooklyn Investment Group190$65.2K0.02%new13F-HRTimeline
Parkside Financial Bank & Trust184$63.1K0.01%013F-HRTimeline
Wingate Wealth Advisors, Inc.174$59.8K0.06%13F-HRTimeline
Cranbrook Wealth Management, LLC171$58.7K0.01%013F-HRTimeline
Winch Advisory Services, LLC167$57.2K0.01%+113F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC160$54.9K<0.01%new13F-HR/ATimeline
Field & Main Bank155$53.2K0.02%-2013F-HRTimeline
HOWE & RUSLING INC153$52.6K<0.01%-1,67013F-HRTimeline
PITTENGER & ANDERSON INC150$51.5K<0.01%+3013F-HRTimeline
New England Capital Financial Advisors …148$50.8K0.02%013F-HRTimeline
Trifecta Capital Advisors, LLC143$49.1K0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.135$46.4K0.02%13F-HRTimeline
BFSG, LLC116$39.8K<0.01%-3013F-HRTimeline
Riggs Asset Managment Co. Inc.114$39.5K0.01%new13F-HRTimeline
Pineridge Advisors LLC113$38.8K0.01%+513F-HRTimeline
AllSquare Wealth Management LLC111$38.1K0.02%013F-HRTimeline
Glassman Wealth Services111$38.1K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.106$36.4K0.04%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC100$34.3K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC100$34.3K<0.01%013F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC109$34.2K0.02%013F-HRTimeline
Clearstead Advisors, LLC97$33.3K<0.01%013F-HRTimeline
Key Financial Inc91$31.2K0.01%013F-HRTimeline
Bangor Savings Bank90$30.9K<0.01%-1513F-HRTimeline
Mainstream Capital Management LLC90$30.9K0.02%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.87$29.9K0.02%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.85$29.2K<0.01%+1013F-HRTimelineGroup
Sandy Spring Bank82$28.2K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC80$27.5K0.01%-513F-HRTimeline
2UniFi Bank80$27.5K0.02%13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.79$27.1K0.01%013F-HRTimeline
Founders Financial Alliance, LLC74$25.4K0.01%013F-HRTimeline
GoalVest Advisory LLC70$24K0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.70$24K<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.70$24K<0.01%-513F-HRTimeline
Aventura Private Wealth, LLC67$23K0.01%13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV61$20.9K0.01%013F-HRTimeline
PFG Private Wealth Management, LLC60$20.6K0.01%-2313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC60$20.6K0.01%013F-HRTimeline
Rakuten Securities, Inc.59$20.3K0.01%+4013F-HRTimeline
Coppell Advisory Solutions LLC57$19.8K<0.01%-26213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…57$19.6K<0.01%-17,40013F-HRTimelineGroup
New Republic Capital, LLC56$19.2K0.01%013F-HRTimeline
Global Financial Private Client, LLC52$17.9K0.01%013F-HRTimeline
Dixon Mitchell Investment Counsel Inc.50$17.2K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.48$16.5K0.01%013F-HRTimeline