Skip to content
Disclosery

MGK VANGUARD WORLD FD

Follow

SHS (fund)

807 managers (817 13F filers) reported a position in MGK shares at 2025-03-31, 38,250,955 shares in all. 60 filers opened a position and 74 filers sold out during the quarter.

Managers
807
13F filers
817
New
60
Added
261
Reduced
289
Sold out
74
Shares held by filers
38,250,955

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
FARMERS & MERCHANTS TRUST Co OF LONG BE…895$276K0.07%-10013F-HRTimeline
Trexquant Investment LP891$275K<0.01%-76413F-HRTimeline
180 WEALTH ADVISORS, LLC884$273K0.04%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC878$271K0.01%013F-HRTimelineGroup
CROWLEY WEALTH MANAGEMENT, INC.871$269K0.26%013F-HRTimeline
Palisade Asset Management, LLC868$268K0.03%-113F-HRTimeline
Anchor Investment Management, LLC868$268K0.03%013F-HRTimeline
Mason & Associates, LLC855$264K0.08%-55413F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC855$264K0.19%013F-HRTimeline
DAVIDSON TRUST CO850$263K0.13%013F-HRTimeline
DAVIDSON INVESTMENT ADVISORS850$263K0.01%013F-HRTimeline
Sollinda Capital Management LLC844$261K0.07%013F-HRTimeline
Sunbelt Securities, Inc.842$260K0.02%013F-HRTimeline
Summit Financial, LLC841$260K0.01%-1,41513F-HRTimeline
Sequent Planning LLC840$259K0.09%+613F-HRTimeline
BCS Wealth Management835$258K0.07%013F-HRTimeline
AMG National Trust Bank830$256K0.01%013F-HRTimeline
WMG Financial Advisors, LLC830$256K0.11%-1613F-HRTimeline
Financial Alternatives, Inc828$256K0.18%013F-HRTimeline
JMG Financial Group, Ltd.826$255K0.01%new13F-HRTimeline
Mayfair Advisory Group, LLC822$254K0.15%+913F-HRTimeline
Sunburst Financial Group, LLC817$252K0.06%013F-HRTimeline
Kingsman Wealth Management, Inc.816$252K0.18%13F-HRTimeline
Peachtree Investment Partners, LLC814$251K0.1%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT813$251K<0.01%013F-HRTimeline
Apexium Financial, LP811$251K0.01%+4913F-HRTimeline
Venture Visionary Partners LLC806$249K0.01%+3013F-HRTimeline
Provident Wealth Management, LLC804$248K0.09%013F-HRTimeline
GUIDANCE CAPITAL, INC762$247K0.08%-1913F-HRTimeline
Mystic Asset Management, Inc.800$247K0.07%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC799$247K0.03%+113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT797$246K0.01%013F-HRTimeline
MANCHESTER FINANCIAL INC792$245K0.06%-1113F-HRTimeline
Destiny Wealth Partners, LLC790$244K0.04%new13F-HRTimeline
Wedmont Private Capital811$243K0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …787$243K<0.01%-55213F-HRTimelineGroup
Delta Financial Group, Inc.745$241K0.06%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC780$241K0.01%013F-HRTimelineGroup
First Financial Bankshares Inc778$240K0.01%013F-HRTimeline
HBK Sorce Advisory LLC775$239K0.01%013F-HRTimeline
CPC Advisors, LLC771$238K0.03%-8,89113F-HRTimeline
Crew Capital Management, Ltd770$238K0.19%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…762$235K0.17%-1813F-HRTimelineGroup
SCOTIA CAPITAL INC.761$235K<0.01%+213F-HRTimeline
Morton Capital Management LLC/CA758$234K0.05%013F-HRTimeline
Praetorian Wealth Management, Inc.750$232K0.06%013F-HRTimeline
Strategic Financial Concepts, LLC750$232K0.04%+213F-HRTimeline
CURA WEALTH ADVISORS, LLC750$232K0.09%-22513F-HRTimeline
Advisors Capital Management, LLC744$230K<0.01%013F-HRTimeline
Welch Group, LLC743$229K0.01%-5413F-HRTimeline
Koss-Olinger Consulting, LLC740$229K0.02%new13F-HRTimeline
Fielder Capital Group LLC731$226K0.07%013F-HRTimeline
Legacy Private Trust Co.730$225K0.02%new13F-HRTimeline
Lakeshore Financial Planning, Inc.721$223K0.09%new13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC717$221K0.03%-1,23613F-HRTimeline
Carmel Capital Partners, LLC717$221K0.09%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC715$221K0.03%-1713F-HRTimeline
ASPIRIANT, LLC714$221K0.01%013F-HRTimeline
Ridgewood Investments LLC713$220K0.1%013F-HRTimeline
Resurgent Financial Advisors LLC709$219K0.13%-1913F-HRTimeline
Kaydan Wealth Management, Inc.708$219K0.07%-913F-HRTimeline
AMERIFLEX GROUP, INC.706$218K0.09%013F-HRTimeline
Rice Partnership, LLC705$218K0.04%013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC704$217K0.07%-16813F-HRTimeline
Sequoia Financial Advisors, LLC702$217K<0.01%new13F-HRTimeline
Trilogy Capital Inc.700$216K0.01%013F-HRTimeline
DAVENPORT & Co LLC692$214K<0.01%-813F-HRTimeline
Concorde Asset Management, LLC689$212K0.11%-4913F-HRTimeline
ARS Wealth Advisors Group, LLC685$211K0.03%+113F-HRTimeline
First Pacific Financial683$211K0.04%-31613F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC680$210K<0.01%013F-HRTimelineGroup
Indiana Trust & Investment Management Co680$210K0.08%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC675$208K0.06%-37513F-HRTimeline
JERICHO FINANCIAL, LLP672$207K0.15%-813F-HRTimeline
One Wealth Management Investment & Advi…668$206K0.34%-113F-HRTimeline
Bridgewater Advisors Inc.650$205K0.02%new13F-HRTimeline
Lifestyle Asset Management, Inc.664$205K0.11%+2913F-HRTimeline
Connecticut Wealth Management, LLC659$204K0.01%-38013F-HRTimeline
Seven Springs Wealth Group, LLC657$203K0.07%013F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP650$201K0.06%013F-HRTimelineGroup
HM PAYSON & CO646$200K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.646$200K0.08%013F-HRTimeline
PRIVATE TRUST CO NA644$199K0.02%+1613F-HRTimeline
Bristlecone Advisors, LLC640$198K0.02%013F-HRTimeline
Lord & Richards Wealth Management, LLC637$197K0.22%-18013F-HRTimeline
Fairscale Capital, LLC614$190K0.17%013F-HRTimeline
Smithfield Trust Co592$183K0.01%013F-HRTimeline
First Command Advisory Services, Inc.575$178K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners540$167K0.03%+113F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/523$161K<0.01%013F-HRTimelineGroup
S.A. Mason LLC514$159K0.08%+2913F-HRTimeline
Bangor Savings Bank507$157K0.01%+41713F-HRTimeline
QUADRANT CAPITAL GROUP LLC495$153K0.01%013F-HRTimeline
Transce3nd, LLC491$152K0.07%-3113F-HRTimeline
Federation des caisses Desjardins du Qu…465$144K<0.01%+8013F-HRTimeline
Larson Financial Group LLC451$139K0.01%+113F-HRTimeline
FIRST COMMUNITY TRUST NA446$138K0.12%013F-HRTimeline
Cherry Tree Wealth Management, LLC429$133K0.03%013F-HRTimeline
NorthRock Partners, LLC405$125K<0.01%new13F-HRTimeline
Hexagon Capital Partners LLC400$124K0.02%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.398$123K0.01%-43713F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC375$116K0.04%013F-HRTimeline
Center for Financial Planning, Inc.370$114K0.01%new13F-HRTimeline
Headlands Technologies LLC367$113K0.01%-35313F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …357$110K0.02%13F-HRTimelineGroup
Glass Jacobson Investment Advisors llc318$109K0.04%013F-HRTimeline
Activest Wealth Management350$108K0.03%013F-HRTimeline
POM Investment Strategies, LLC318$98.1K0.11%-36,18713F-HRTimeline
VESTOR CAPITAL, LLC303$94K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC300$92.7K<0.01%-1,07813F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS300$92.7K0.04%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC300$92.7K0.01%013F-HRTimeline
Park Square Financial Group, LLC300$92.7K0.07%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC288$89K<0.01%013F-HRTimeline
Addison Advisors LLC283$87.4K0.02%013F-HRTimeline
PITTENGER & ANDERSON INC279$86.2K<0.01%+12913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC272$84K<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO263$81.2K<0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT262$80.9K<0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC254$78.5K0.06%new13F-HRTimeline
Arax Advisory Partners254$78.4K0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp250$77.2K<0.01%013F-HRTimelineGroup
CHESAPEAKE ASSET MANAGEMENT LLC250$77.2K0.07%013F-HRTimeline
Wood Tarver Financial Group, LLC231$71.4K0.02%+3513F-HRTimeline
Truvestments Capital LLC220$68K0.01%013F-HRTimeline
Brooklyn Investment Group218$67.3K0.01%+2813F-HRTimeline
Rossby Financial, LCC213$66.9K0.03%new13F-HRTimeline
Allianz SEin group Allianz SE216$66.7K<0.01%-55113F-HRTimelineGroup
Bogart Wealth, LLC207$63.9K<0.01%+213F-HRTimeline
Physician Wealth Advisors, Inc.201$62.1K0.01%-713F-HRTimeline
Citizens National Bank Trust Department200$61.8K0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC200$61.8K0.03%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC200$61.8K0.01%new13F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.185$57.1K0.03%+5013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…185$57.1K0.01%-1513F-HRTimeline
Plante Moran Financial Advisors, LLC185$57.1K<0.01%+8513F-HRTimeline
Parkside Financial Bank & Trust184$56.9K0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC171$52.8K0.01%013F-HRTimeline
Winch Advisory Services, LLC167$51.5K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC160$49.4K<0.01%013F-HRTimeline
Garde Capital, Inc.160$49.4K<0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC150$46.3K0.04%13F-HRTimeline
New England Capital Financial Advisors …148$45.7K0.02%013F-HRTimeline
Trifecta Capital Advisors, LLC143$44.2K0.01%013F-HRTimeline
Valued Wealth Advisors LLC137$42.3K0.03%new13F-HRTimeline
DT Investment Partners, LLC133$41.1K<0.01%-85,64913F-HRTimeline
Riggs Asset Managment Co. Inc.114$35.2K0.01%013F-HRTimeline
AllSquare Wealth Management LLC111$34.3K0.02%013F-HRTimeline
Field & Main Bank110$34K0.01%-4513F-HRTimeline
REDMONT WEALTH ADVISORS LLC105$32.4K0.06%new13F-HRTimeline
Safe Harbor Fiduciary, LLC104$32.1K0.03%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC100$30.9K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.100$30.7K0.01%-9713F-HRTimeline
Clearstead Advisors, LLC97$30K<0.01%013F-HRTimeline
McIlrath & Eck, LLC92$28.3K<0.01%-86813F-HRTimeline
Key Financial Inc91$28.1K0.01%013F-HRTimeline
BFSG, LLC86$26.6K<0.01%-3013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.85$26.3K<0.01%013F-HRTimelineGroup
Sandy Spring Bank82$25.3K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC80$24.7K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.79$24.4K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.70$21.8K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC67$20.7K0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV61$18.8K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC60$18.7K0.01%new13F-HRTimeline
PFG Private Wealth Management, LLC60$18.5K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC60$18.5K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.57$17.6K<0.01%-1313F-HRTimelineGroup
Mascoma Wealth Management LLC56$17.3K<0.01%-32413F-HRTimeline
New Republic Capital, LLC56$17.3K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC55$17K<0.01%+3013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.55$17K0.02%-5113F-HRTimeline
Global Financial Private Client, LLC52$16.1K0.01%013F-HRTimeline
Flaharty Asset Management, LLC50$15.4K<0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…50$15.4K0.01%new13F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP47$15K<0.01%+113F-HRTimelineGroup
Tidemark, LLC48$14.8K0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC47$14.5K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC46$14.2K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP45$13.9K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.45$13K<0.01%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV42$13K<0.01%013F-HRTimeline
North Star Investment Management Corp.39$12.1K<0.01%013F-HRTimeline
Crews Bank & Trust35$10.8K<0.01%013F-HRTimeline
Glassman Wealth Services32$9.88K<0.01%-7913F-HRTimeline
NFSG Corp31$9.58K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division29$8.96K<0.01%013F-HRTimeline
EASTERN BANK27$8.34K<0.01%013F-HRTimeline
Abound Wealth Management26$8.03K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC25$7.72K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC22$6.79K<0.01%new13F-HRTimeline
Inlight Wealth Management, LLC20$6.18K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.20$6.18K<0.01%-6713F-HRTimeline
SIGNATUREFD, LLC15$4.63K<0.01%013F-HRTimeline
Robinswood Financial LLC13$4.01K<0.01%new13F-HRTimeline
Hurley Capital, LLC12$3.72K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC11$3.25K<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.10$3.09K<0.01%-4913F-HRTimelineGroup
Aspect Partners, LLC8$2.47K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC8$2K<0.01%013F-HRTimeline