Skip to content
Disclosery

MGK VANGUARD WORLD FD

Follow

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
OARSMAN CAPITAL, INC.1,198$494K0.06%-4413F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC1,187$490K0.08%013F-HRTimeline
Wedmont Private Capital1,179$490K0.02%-413F-HRTimeline
ProVise Management Group, LLC1,186$490K0.03%-8913F-HRTimeline
Intrua Financial, LLC1,175$485K0.05%+12713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,172$484K<0.01%+62413F-HRTimelineGroup
DIVERSIFIED TRUST CO1,170$483K0.01%013F-HRTimeline
Trevian Wealth Management LLC1,170$483K0.23%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,169$483K<0.01%-5713F-HRTimelineGroup
Marathon Mission, Inc.1,168$482K0.28%013F-HRTimeline
DAHRING | CUSMANO LLC1,160$479K0.33%-1613F-HRTimeline
Cloud Capital Management, LLC1,159$478K0.23%-2713F-HRTimeline
Birch Hill Investment Advisors LLC1,151$475K0.02%013F-HRTimeline
Live Oak Investment Partners1,149$474K0.29%+1813F-HRTimeline
Total Clarity Wealth Management, Inc.1,143$472K0.11%new13F-HRTimeline
Hughes Financial Services, LLC1,137$469K0.07%013F-HRTimeline
Xcelsior Advisor Partners LLC1,133$468K0.23%13F-HRTimeline
Pure Financial Advisors, LLC1,129$466K0.01%+2413F-HRTimeline
Intellus Advisors LLC1,125$464K0.06%013F-HRTimeline
SpringVest Wealth Management LLC1,125$464K0.32%013F-HRTimeline
Castle Rock Wealth Management, LLC1,170$463K0.1%+113F-HRTimeline
Hubbell Strickland Wealth Management, L…1,117$461K0.19%-7113F-HRTimeline
Waldron Private Wealth LLC1,094$452K0.02%013F-HRTimeline
Cresset Asset Management, LLC1,093$451K<0.01%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,083$447K0.01%+3113F-HRTimeline
Qube Research & Technologies Ltd1,070$442K<0.01%-1,32713F-HRTimeline
Wealth Group Ltd1,065$439K0.1%-2413F-HRTimeline
CGN Advisors LLC1,062$439K0.03%+4713F-HRTimeline
Shepherd Financial Partners LLC1,059$437K0.04%013F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…1,059$437K0.26%013F-HRTimeline
Comprehensive Financial Planning, Inc./…1,051$434K0.29%+113F-HRTimeline
UMB Bank, n.a.1,051$434K0.01%-4113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Icon Wealth Advisors, LLC1,045$431K0.03%013F-HRTimeline
Perennial Investment Advisors, LLC1,044$431K0.03%+213F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.1,041$430K0.12%+7113F-HRTimeline
Certified Advisory Corp1,040$429K0.04%-7013F-HRTimeline
Glenview Trust Co1,036$428K0.01%-12513F-HRTimeline
Haverford Trust Co1,035$427K<0.01%013F-HRTimeline
Clear Creek Financial Management, LLC1,035$427K0.03%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC1,034$427K0.07%13F-HRTimeline
NATURAL INVESTMENTS, LLC1,032$425K0.11%new13F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC1,015$423K0.04%new13F-HRTimelineGroup
Monument Group Wealth Advisors, LLC1,022$422K0.23%+213F-HRTimeline
Strategic Blueprint, LLC1,012$418K0.02%+313F-HRTimeline
OxenFree Capital LLC1,010$417K0.22%-1613F-HRTimeline
Lauterbach Financial Advisors, LLC1,010$417K0.2%+213F-HRTimeline
MWA Asset Management1,010$417K0.23%-10013F-HRTimeline
ALLIANCEBERNSTEIN L.P.998$412K<0.01%new13F-HRTimeline
Mill Creek Capital Advisors, LLC995$411K0.01%013F-HRTimeline
SIMON QUICK ADVISORS, LLC995$411K0.02%-7013F-HRTimeline
B. Riley Wealth Advisors, Inc.994$410K0.02%+2513F-HRTimeline
Provenance Wealth Advisors, LLC983$406K0.04%013F-HRTimeline
XML Financial, LLC982$405K0.03%+113F-HRTimeline
GSG Advisors LLC981$405K0.1%013F-HRTimeline
Aspen Wealth Management LLC977$403K0.08%+213F-HRTimeline
TCI Wealth Advisors, Inc.973$402K0.02%013F-HRTimeline
Summit Financial, LLC967$399K0.01%-813F-HRTimeline
TFR Capital, LLC.961$397K0.13%+2513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.958$395K<0.01%new13F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO957$395K0.07%013F-HRTimeline
WELLINGTON-ALTUS USA INC.954$394K0.29%13F-HRTimeline
First Financial Bankshares Inc953$393K0.01%013F-HRTimeline
Advisors Capital Management, LLC948$391K<0.01%+16413F-HRTimeline
Leeward Financial Partners, LLC946$390K0.11%-6713F-HRTimeline
IFG Advisory, LLC944$390K0.02%+12313F-HRTimeline
Global Trust Asset Management, LLC944$389K0.15%-36613F-HRTimeline
Sequent Planning LLC937$387K0.1%-1513F-HRTimeline
Wealthstar Advisors, LLC927$383K0.21%013F-HRTimeline
SAX WEALTH ADVISORS, LLC925$382K0.02%-3813F-HRTimeline
Stonebridge Financial Group, LLC923$381K0.03%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC918$379K0.01%013F-HRTimelineGroup
Aprio Wealth Management, LLC917$378K0.02%+113F-HRTimeline
Linscomb Wealth, Inc.911$376K0.02%new13F-HRTimeline
Stark Wealth Management LLC910$376K1.41%013F-HRTimeline
Barnett & Company, Inc.905$374K0.3%+2313F-HRTimeline
Richmond Investment Services, LLC900$372K0.06%-21413F-HRTimeline
Root Financial Partners, LLC895$369K0.02%-16813F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…895$369K0.08%013F-HRTimeline
Composition Wealth, LLC894$369K0.01%+39413F-HRTimeline
Clarion Wealth Managment Partners, LLC892$368K0.34%-113F-HRTimeline
PLANNING DIRECTIONS INC891$368K0.19%-713F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC880$363K0.01%+22613F-HRTimelineGroup
LANDAAS & CO /WI /ADV878$362K0.08%-12213F-HRTimeline
Anchor Investment Management, LLC868$358K0.03%013F-HRTimeline
S.A. Mason LLC864$357K0.14%+17513F-HRTimeline
Palisade Asset Management, LLC860$355K0.03%-813F-HRTimeline
Kingdom Financial Group LLC.860$355K0.11%new13F-HRTimeline
CHANNEL WEALTH LLC856$353K0.09%-14713F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC855$353K0.01%+17713F-HRTimelineGroup
Mason & Associates, LLC855$353K0.08%013F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC855$353K0.2%013F-HRTimeline
Spectrum Planning & Advisory Services I…848$350K0.18%+113F-HRTimeline
Dunhill Financial, LLC847$350K0.09%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC838$346K0.03%+1713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.837$346K<0.01%-8013F-HRTimelineGroup
Retireful, LLC828$344K0.43%new13F-HRTimeline
180 WEALTH ADVISORS, LLC831$343K0.04%-5313F-HRTimeline
AMG National Trust Bank830$343K0.01%013F-HRTimeline
JMG Financial Group, Ltd.826$341K0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…825$341K0.01%new13F-HR/ATimeline
Estate Counselors, LLC825$341K0.03%new13F-HRTimeline
Welch Group, LLC818$338K0.01%013F-HRTimeline
SC&H Financial Advisors, Inc.815$336K0.05%new13F-HRTimeline
Sterling Investment Counsel, LLC979$336K0.1%new13F-HRTimeline
Peachtree Investment Partners, LLC814$336K0.11%013F-HRTimeline
Rockwood Wealth Management, LLC813$336K0.03%+19513F-HRTimeline
Venture Visionary Partners LLC806$333K0.01%013F-HRTimeline
Trexquant Investment LP806$333K<0.01%-4913F-HRTimeline
Provident Wealth Management, LLC804$332K0.1%013F-HRTimeline
Financial Alternatives, Inc803$332K0.19%-2513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC804$331K0.02%-3313F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC801$331K0.04%+113F-HRTimeline
Mystic Asset Management, Inc.800$330K0.07%013F-HRTimeline
Copia Wealth Management798$329K0.24%-813F-HRTimeline
Bouchey Financial Group, Ltd.797$329K0.02%+17313F-HRTimeline
MANCHESTER FINANCIAL INC792$327K0.06%013F-HRTimeline
DAVENPORT & Co LLC792$327K<0.01%013F-HRTimeline
Piedmont Capital Management, LLC792$327K0.17%013F-HRTimeline
Retirement Planning Group, LLC786$324K0.01%+3713F-HRTimeline
Blom & Howell Financial Planning, Inc.781$322K0.32%13F-HRTimeline
Sunburst Financial Group, LLC780$322K0.07%-1813F-HRTimeline
DAVIDSON TRUST CO780$322K0.13%013F-HRTimeline
DAVIDSON INVESTMENT ADVISORS780$322K0.01%013F-HRTimeline
Busey Bank777$321K0.01%013F-HRTimeline
Swisher Financial Concepts, Inc.776$320K0.18%013F-HRTimeline
MidFirst Bank776$320K0.03%13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC768$317K<0.01%013F-HRTimelineGroup
CPC Advisors, LLC766$316K0.03%013F-HRTimeline
Plus Group Wealth Advisors LLC763$315K0.35%13F-HRTimeline
Morton Capital Management LLC/CA758$313K0.05%013F-HRTimeline
Key Financial Inc753$311K0.06%+3413F-HRTimeline
GUIDANCE CAPITAL, INC767$311K0.08%013F-HRTimeline
ARS Wealth Advisors Group, LLC746$308K0.03%-3413F-HRTimeline
Sunbelt Securities, Inc.745$307K0.02%+113F-HRTimeline
Kingsman Wealth Management, Inc.743$307K0.17%-7413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp742$306K<0.01%-413F-HR/ATimelineGroup
Trilogy Capital Inc.735$303K0.01%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …735$303K0.03%new13F-HRTimelineGroup
Maia Wealth LLC784$303K0.05%-13313F-HRTimeline
Allied Investment Advisors, LLC734$303K0.05%013F-HRTimeline
FreeGulliver LLC734$303K0.14%013F-HRTimeline
RiverFront Investment Group, LLC729$301K<0.01%new13F-HRTimeline
Keystone Wealth Services, LLC721$298K0.06%+11413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC718$296K0.03%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC718$296K0.03%new13F-HRTimelineGroup
Pathfinder Wealth Consulting, Inc.712$294K0.19%13F-HRTimeline
HM PAYSON & CO703$290K<0.01%+5713F-HRTimeline
NFC Investments, LLC704$290K0.08%013F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC700$289K<0.01%new13F-HRTimeline
GREENLEAF TRUST693$286K<0.01%new13F-HRTimeline
NorthCrest Asset Manangement, LLC685$282K0.01%-2813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS684$282K<0.01%-813F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC681$281K0.01%013F-HRTimeline
Kaydan Wealth Management, Inc.668$276K0.08%-2113F-HRTimeline
Seven Springs Wealth Group, LLC657$271K0.08%013F-HRTimeline
Guardian Financial Partners, LLC656$271K0.11%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC655$270K<0.01%+17813F-HRTimelineGroup
Legacy Private Trust Co.655$270K0.02%013F-HRTimeline
Saiph Capital, LLC655$270K0.1%013F-HRTimeline
International Private Wealth Advisors L…654$270K0.17%+4613F-HRTimeline
Glassman Wealth Services654$270K0.04%new13F-HRTimeline
Emissary Wealth LLC652$269K0.23%13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO650$268K0.01%new13F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC648$267K0.08%+113F-HRTimeline
Ballast, Inc.646$267K0.06%013F-HRTimeline
Apella Capital, LLC645$266K0.01%new13F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC643$265K0.04%+4213F-HRTimeline
GERMAN AMERICAN BANCORP, INC.642$265K0.02%013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC635$262K0.01%013F-HRTimelineGroup
Steffes Financial, Ltd.633$261K0.14%13F-HRTimeline
Bridgewater Advisors Inc.650$261K0.02%013F-HRTimeline
Concorde Asset Management, LLC629$260K0.1%+113F-HRTimeline
Federation des caisses Desjardins du Qu…625$258K<0.01%-213F-HRTimeline
Salomon & Ludwin, LLC625$258K0.02%+10013F-HRTimeline
Trivium Point Advisory, LLC621$256K0.03%-16313F-HRTimeline
Ponta Wealth Partners, LLC621$256K0.24%13F-HRTimeline
First Pacific Financial621$256K0.03%-5813F-HRTimeline
One Wealth Management Investment & Advi…616$254K0.28%-2013F-HRTimeline
JB Capital LLC614$253K0.01%+7113F-HRTimeline
Hansen & Associates Financial Group, In…638$252K0.14%-3,44213F-HRTimeline
KERR FINANCIAL PLANNING Corp651$252K0.34%-6813F-HR/ATimeline
KCM INVESTMENT ADVISORS LLC609$251K0.01%013F-HRTimeline
LFG Wealth Partners, LLC602$248K0.16%13F-HRTimeline
Financial Advisors Network, Inc.600$248K0.03%013F-HRTimeline
SHP Wealth Management598$247K0.02%13F-HRTimeline
Orin Green Financial, LLC597$246K0.1%013F-HRTimeline
Smithfield Trust Co592$243K0.01%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC588$243K0.01%013F-HRTimeline
SageView Advisory Group, LLC586$242K0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.586$242K0.13%-58613F-HRTimeline
YARGER WEALTH STRATEGIES, LLC581$240K0.1%+113F-HRTimeline
Caprock Group, LLC577$238K0.01%new13F-HRTimeline
Walser Wealth Management Company, A Ltd…575$237K0.13%13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.574$237K0.08%-7213F-HRTimeline
Dynamic Advisor Solutions LLC569$235K0.01%+113F-HRTimeline
Virtus Family Office LLC569$235K0.2%-1,98713F-HRTimeline
Teamwork Financial Advisors, LLC568$234K0.02%new13F-HRTimeline
Spectrum Investment Advisors, Inc.567$234K0.12%new13F-HRTimeline
Integrity Advisory Solutions, LLC565$233K0.03%new13F-HRTimeline
Lloyd Advisory Services, LLC.559$231K0.09%new13F-HRTimeline