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Disclosery

MGK VANGUARD WORLD FD

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SHS (fund)

853 managers (863 13F filers) reported a position in MGK shares at 2025-06-30, 39,924,204 shares in all. 94 filers opened a position and 50 filers sold out during the quarter.

Managers
853
13F filers
863
New
94
Added
275
Reduced
256
Sold out
50
Shares held by filers
39,924,204

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Richmond Investment Services, LLC990$363K0.08%new13F-HRTimeline
Provenance Wealth Advisors, LLC983$360K0.05%new13F-HRTimeline
GSG Advisors LLC981$359K0.1%013F-HRTimeline
Vertex Planning Partners, LLC980$359K0.07%013F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO957$358K0.07%013F-HRTimeline
Aspen Wealth Management LLC975$357K0.09%013F-HRTimeline
SAX WEALTH ADVISORS, LLC974$357K0.02%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC967$354K0.02%-5013F-HRTimeline
Strategic Blueprint, LLC964$353K0.02%-1,29013F-HRTimeline
Trexquant Investment LP963$353K<0.01%+7213F-HRTimeline
Stonebridge Financial Group, LLC962$352K0.03%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …953$349K<0.01%+16613F-HRTimelineGroup
Trivium Point Advisory, LLC948$347K0.04%-20613F-HRTimeline
Cape Investment Advisory, Inc.938$344K0.13%-30813F-HRTimeline
TFR Capital, LLC.937$343K0.12%-3213F-HR/ATimeline
Gotham Asset Management, LLC936$343K<0.01%013F-HRTimeline
49 WEALTH MANAGEMENT, LLC928$340K0.04%-313F-HRTimeline
Wealthstar Advisors, LLC927$339K0.13%013F-HRTimeline
GPS Wealth Strategies Group, LLC922$338K0.04%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC918$336K0.01%+4013F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC918$336K0.03%-4,08013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.917$336K0.31%+4613F-HRTimeline
Stark Wealth Management LLC913$334K0.48%+213F-HRTimeline
Aprio Wealth Management, LLC910$333K0.04%-1413F-HRTimeline
First National Advisers, LLCin group FIRST NATIONAL BANK OF OMAHA910$333K0.05%new13F-HRTimelineGroup
PLANNING DIRECTIONS INC905$331K0.19%-2313F-HRTimeline
Northeast Financial Consultants Inc904$331K0.01%013F-HRTimeline
Spectrum Planning & Advisory Services I…899$329K0.21%-2413F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…895$328K0.07%013F-HRTimeline
Clarion Wealth Managment Partners, LLC893$327K0.36%13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT884$324K0.01%+8713F-HRTimeline
180 WEALTH ADVISORS, LLC884$324K0.05%013F-HRTimeline
Sequent Planning LLC878$322K0.1%+3813F-HRTimeline
Maia Wealth LLC870$319K0.06%-5613F-HRTimeline
Palisade Asset Management, LLC868$318K0.03%013F-HRTimeline
Anchor Investment Management, LLC868$318K0.03%013F-HRTimeline
Qube Research & Technologies Ltd868$318K<0.01%-1,47113F-HRTimeline
ZACKS INVESTMENT MANAGEMENT861$315K<0.01%+4813F-HRTimeline
Peak Retirement Planning, Inc.858$314K0.13%new13F-HRTimeline
Copia Wealth Management858$314K0.27%-14413F-HRTimeline
Mason & Associates, LLC855$313K0.08%013F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC855$313K0.2%013F-HRTimeline
Dunhill Financial, LLC847$310K0.09%-13713F-HRTimeline
Sollinda Capital Management LLC844$309K0.08%013F-HRTimeline
Summit Financial, LLC841$308K0.01%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC837$306K0.02%-11613F-HRTimeline
BCS Wealth Management835$306K0.07%013F-HRTimeline
Root Financial Partners, LLC832$305K0.03%-16013F-HRTimeline
AMG National Trust Bank830$304K0.01%013F-HRTimeline
Financial Alternatives, Inc828$303K0.2%013F-HRTimeline
JMG Financial Group, Ltd.826$302K0.01%013F-HRTimeline
WMG Financial Advisors, LLC821$301K0.11%-913F-HRTimeline
Sunburst Financial Group, LLC817$299K0.07%013F-HRTimeline
Kingsman Wealth Management, Inc.816$299K0.19%013F-HRTimeline
Peachtree Investment Partners, LLC814$298K0.11%013F-HRTimeline
Venture Visionary Partners LLC806$295K0.01%013F-HRTimeline
Provident Wealth Management, LLC804$294K0.1%013F-HRTimeline
Mystic Asset Management, Inc.800$293K0.07%013F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC800$293K2.39%-4,55413F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC799$293K0.04%013F-HRTimeline
MANCHESTER FINANCIAL INC792$290K0.06%013F-HRTimeline
DAVENPORT & Co LLC792$290K<0.01%+10013F-HRTimeline
Piedmont Capital Management, LLC792$290K0.17%new13F-HRTimeline
Sunbelt Securities, Inc.842$289K0.03%013F-HRTimeline
Advisors Capital Management, LLC784$287K<0.01%+4013F-HRTimeline
Boreal Capital Management LLC780$286K0.24%13F-HRTimeline
DAVIDSON TRUST CO780$286K0.13%-7013F-HRTimeline
DAVIDSON INVESTMENT ADVISORS780$286K0.01%-7013F-HRTimeline
First Financial Bankshares Inc778$285K0.01%013F-HRTimeline
GUIDANCE CAPITAL, INC766$285K0.08%+413F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC777$284K0.09%+7313F-HRTimeline
PITCAIRN COin group PITCAIRN CO776$284K0.02%-42513F-HR/ATimelineGroup
Wealth Management Nebraskain group Wealth Management Nebraska773$282K0.04%new13F-HRTimelineGroup
Legacy Investment Solutions, LLC762$279K0.15%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…762$279K0.15%013F-HRTimelineGroup
Morton Capital Management LLC/CA758$278K0.05%013F-HRTimeline
TCI Wealth Advisors, Inc.753$276K0.02%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC748$274K0.03%+3313F-HRTimeline
AlphaStar Capital Management, LLC745$273K0.02%new13F-HRTimeline
Advisor Resource Council745$273K0.13%-1,70813F-HRTimeline
Welch Group, LLC743$272K0.01%013F-HRTimeline
FLP Wealth Management, LLC736$270K0.76%new13F-HRTimeline
Fielder Capital Group LLC731$268K0.07%013F-HRTimeline
Lakeshore Financial Planning, Inc.721$264K0.11%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.719$263K<0.01%-78313F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC717$263K0.03%013F-HRTimeline
ASPIRIANT, LLC714$262K0.01%013F-HRTimeline
Ridgewood Investments LLC713$261K0.11%013F-HRTimeline
IFG Advisory, LLC709$260K0.01%-31013F-HRTimeline
Kaydan Wealth Management, Inc.708$259K0.08%013F-HRTimeline
Rice Partnership, LLC705$258K0.04%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC699$256K0.01%-8113F-HRTimelineGroup
AMERIFLEX GROUP, INC.704$255K0.13%-213F-HRTimeline
Resurgent Financial Advisors LLC687$252K0.14%-2213F-HRTimeline
Lloyd Advisory Services, LLC.687$251K0.12%new13F-HRTimeline
ARS Wealth Advisors Group, LLC685$251K0.03%013F-HRTimeline
First Pacific Financial683$250K0.04%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC677$248K<0.01%-313F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC675$247K0.06%013F-HRTimeline
Bridgewater Advisors Inc.650$246K0.02%013F-HRTimeline
JERICHO FINANCIAL, LLP671$246K0.16%-113F-HRTimeline
Federation des caisses Desjardins du Qu…665$243K<0.01%+20013F-HRTimeline
Connecticut Wealth Management, LLC659$241K0.01%013F-HRTimeline
Seven Springs Wealth Group, LLC657$241K0.06%013F-HRTimeline
Legacy Private Trust Co.655$240K0.02%-7513F-HRTimeline
Saiph Capital, LLC655$240K0.09%new13F-HRTimeline
SCOTIA CAPITAL INC.653$239K<0.01%-10813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.651$238K<0.01%new13F-HRTimelineGroup
LIBERTY SQUARE WEALTH PARTNERS LLC647$237K0.08%new13F-HRTimeline
HM PAYSON & CO646$237K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.646$237K0.09%013F-HRTimeline
GERMAN AMERICAN BANCORP, INC.642$235K0.02%new13F-HRTimeline
Bristlecone Advisors, LLC640$234K0.02%013F-HRTimeline
One Wealth Management Investment & Advi…636$233K0.3%-3213F-HRTimeline
Ballast, Inc.634$232K0.06%new13F-HR/ATimeline
Ashton Thomas Private Wealth, LLC630$231K0.01%new13F-HRTimeline
Bouchey Financial Group, Ltd.624$228K0.02%new13F-HRTimeline
Rockwood Wealth Management, LLC618$226K0.02%new13F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp617$226K0.01%new13F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC609$223K0.01%new13F-HRTimeline
International Private Wealth Advisors L…601$220K0.19%new13F-HRTimeline
Financial Advisors Network, Inc.600$220K0.03%new13F-HRTimeline
Orin Green Financial, LLC595$218K0.09%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC593$217K0.01%new13F-HRTimeline
David Kennon Inc592$217K0.08%new13F-HRTimeline
Smithfield Trust Co592$216K0.01%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC588$216K0.01%new13F-HRTimeline
OMNI 360 Wealth, Inc.587$215K0.13%new13F-HR/ATimeline
Dakota Wealth Management582$213K<0.01%new13F-HRTimeline
YARGER WEALTH STRATEGIES, LLC579$212K0.11%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.558$205K0.01%new13F-HRTimelineGroup
Wallace Hart LLC556$204K0.16%new13F-HRTimeline
Annex Advisory Services, LLC548$201K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/548$201K<0.01%+2513F-HR/ATimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners540$198K0.03%013F-HRTimelineGroup
Transce3nd, LLC524$192K0.08%+3313F-HRTimeline
S.A. Mason LLC514$188K0.09%013F-HRTimeline
Christopher J. Hasenberg, Inc513$188K0.07%new13F-HRTimeline
Bangor Savings Bank507$186K0.02%013F-HRTimeline
First Command Advisory Services, Inc.486$178K<0.01%-8913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC477$175K<0.01%-13,35213F-HR/ATimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…434$159K<0.01%-11,81513F-HRTimelineGroup
Cherry Tree Wealth Management, LLC429$157K0.04%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.399$146K<0.01%new13F-HRTimelineGroup
Center for Financial Planning, Inc.370$135K0.02%013F-HRTimeline
Activest Wealth Management350$128K0.03%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC343$126K<0.01%+5513F-HRTimeline
POM Investment Strategies, LLC318$116K0.08%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC300$110K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS300$110K0.05%013F-HRTimeline
Park Square Financial Group, LLC300$110K0.08%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.291$107K<0.01%+23413F-HRTimelineGroup
Addison Advisors LLC283$104K0.03%013F-HRTimeline
PITTENGER & ANDERSON INC279$102K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC272$100K<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO263$96.3K<0.01%013F-HRTimelineGroup
EQ WEALTH ADVISORS, LLC254$93K0.06%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp250$91.5K<0.01%013F-HRTimelineGroup
CHESAPEAKE ASSET MANAGEMENT LLC250$91.5K0.08%013F-HRTimeline
Wood Tarver Financial Group, LLC231$84K0.03%013F-HRTimeline
FIRST COMMUNITY TRUST NA223$81.7K0.07%-22313F-HRTimeline
Truvestments Capital LLC220$80.6K0.02%013F-HRTimeline
Brooklyn Investment Group218$79.8K0.01%013F-HR/ATimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …217$79.5K0.02%13F-HRTimelineGroup
Allianz SEin group Allianz SE216$79.1K<0.01%013F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management209$76.5K0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC207$75.8K<0.01%013F-HRTimeline
Rossby Financial, LCC205$75.1K0.03%-813F-HRTimeline
Physician Wealth Advisors, Inc.201$73.6K0.01%013F-HRTimeline
Citizens National Bank Trust Department200$73.2K0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC200$73.2K0.03%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC200$73.2K0.01%013F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.192$70.3K0.01%-20613F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…185$67.7K0.01%013F-HRTimeline
Parkside Financial Bank & Trust184$67.4K0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC176$64.4K0.02%new13F-HRTimeline
Cranbrook Wealth Management, LLC171$62.6K0.01%013F-HRTimeline
Winch Advisory Services, LLC167$61K0.01%013F-HRTimeline
Garde Capital, Inc.160$58.6K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC150$54.9K<0.01%-1013F-HRTimeline
Nalls Sherbakoff Group, LLC150$54.9K0.04%013F-HRTimeline
New England Capital Financial Advisors …148$54.2K0.02%013F-HRTimeline
Community Bank, N.A.143$52.4K0.01%new13F-HRTimeline
SIGNATUREFD, LLC140$51.3K<0.01%+12513F-HRTimeline
MTM Investment Management, LLC140$51.3K0.02%new13F-HRTimeline
Valued Wealth Advisors LLC137$50.2K0.03%013F-HRTimeline
VESTOR CAPITAL, LLC547$50K<0.01%+24413F-HRTimeline
Clearstead Advisors, LLC129$47.1K<0.01%+3213F-HRTimeline
Smartleaf Asset Management LLC124$45.2K<0.01%+10213F-HRTimeline
Dynamic Wealth Strategies, LLC121$44.3K0.03%new13F-HRTimeline
Plante Moran Financial Advisors, LLC116$42.5K<0.01%-6913F-HRTimeline
Riggs Asset Managment Co. Inc.114$41.7K0.01%013F-HRTimeline
TRUST CO OF VERMONT112$41K<0.01%-15013F-HRTimeline
AllSquare Wealth Management LLC111$40.6K0.02%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC100$36.6K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.100$36.4K0.01%013F-HRTimeline
McIlrath & Eck, LLC94$34.3K<0.01%+213F-HRTimeline
Key Financial Inc91$33.3K0.01%013F-HRTimeline
Field & Main Bank90$33K0.01%-2013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.85$31.1K<0.01%013F-HRTimelineGroup