Skip to content

MGK VANGUARD WORLD FD

Follow

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
MONEYWISE, INC.3,021$266K0.1%+2,00513F-HRTimeline
LFG Wealth Partners, LLC3,014$265K0.12%+2,41213F-HRTimeline
SHP Wealth Management2,991$263K0.02%+2,39313F-HRTimeline
Copia Wealth Management2,990$263K0.16%+2,39013F-HRTimeline
Orin Green Financial, LLC2,985$262K0.1%+2,38813F-HRTimeline
Smithfield Trust Co2,960$262K0.01%+2,36813F-HRTimeline
Financial Advisors Network, Inc.2,950$259K0.03%+2,36013F-HRTimeline
YARGER WEALTH STRATEGIES, LLC2,909$259K0.09%+2,32813F-HRTimeline
Arkadios Wealth Advisors2,926$257K<0.01%+32713F-HRTimeline
DOVER ADVISORS, LLC615$254K0.1%-1,09313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,885$254K0.01%+2,63513F-HRTimelineGroup
Markowski Investments2,873$253K0.06%13F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…2,867$252K0.08%+2,29413F-HRTimelineGroup
Alchemi Wealth, LLC2,843$250K0.12%new13F-HRTimeline
Prospect Financial Services LLC2,842$250K0.13%new13F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding2,800$246K+1,530Timeline
Investors Research Corp2,792$245K0.04%+2,32013F-HRTimeline
Swisher Financial Concepts, Inc.2,792$245K0.15%+2,01313F-HRTimeline
ADVISORTRUST PARTNERS, LLC2,760$243K0.08%+2,20813F-HRTimeline
MONETARY MANAGEMENT GROUP INC2,745$241K0.05%+2,19513F-HRTimeline
Annex Advisory Services, LLC2,740$241K<0.01%+2,19213F-HRTimeline
One Wealth Management Investment & Advi…2,705$238K0.25%+2,08913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.2,702$238K<0.01%+2,09213F-HRTimelineGroup
Wedmont Private Capital2,666$237K0.01%+2,13313F-HRTimeline
Bluespring Wealth Management, LLC2,695$237K<0.01%new13F-HRTimeline
Nadler Financial Group, Inc.2,690$236K0.02%new13F-HRTimeline
Confluence Wealth Services, Inc.2,683$236K0.01%new13F-HRTimeline
Faithward Advisors, LLC2,674$235K0.03%new13F-HRTimeline
Madison Park Capital Advisors, LLC1,477$234K0.17%+92213F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,660$234K0.03%new13F-HRTimelineGroup
Valley Financial Group, Inc.2,640$232K0.11%new13F-HRTimeline
Great Point Wealth Advisors, LLC2,635$232K0.04%new13F-HRTimeline
Salomon & Ludwin, LLC2,625$231K0.02%+2,10013F-HRTimeline
Truepoint, Inc.2,616$230K<0.01%new13F-HRTimeline
Chicago Partners Investment Group LLC2,691$229K<0.01%+29813F-HRTimeline
OMNI 360 Wealth, Inc.2,604$229K0.11%new13F-HRTimeline
Verdence Capital Advisors LLC2,601$229K0.01%new13F-HRTimeline
Vigilare Wealth Management2,590$228K0.07%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,578$227K<0.01%new13F-HRTimeline
Foguth Wealth Management, LLC.2,604$226K0.03%+713F-HRTimeline
Teamwork Financial Advisors, LLC2,562$225K0.02%+1,99713F-HRTimeline
Evansbrook LLC2,530$222K0.13%new13F-HRTimeline
SageView Advisory Group, LLC2,520$222K0.01%new13F-HRTimeline
Maple Capital Management, Inc.2,515$221K0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,475$218K0.01%+1,98013F-HRTimeline
Strategic Equity Management2,465$217K0.07%new13F-HRTimeline
Crestwood Advisors Group, LLC2,456$216K<0.01%+1,86613F-HRTimeline
IFS Group,LLC2,450$215K0.3%+1,85013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,437$214K0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC2,431$214K0.01%new13F-HRTimeline
Compass Ion Advisors, LLC2,425$213K0.02%new13F-HRTimeline
KWMG, LLC2,425$213K0.02%new13F-HRTimeline
Jackson Wealth Management, LLC2,410$212K0.12%-10,88013F-HRTimeline
Crane Advisory, LLC2,400$212K0.03%new13F-HRTimeline
Kingsman Wealth Management, Inc.2,395$211K0.1%new13F-HRTimeline
Investment Advisory Services Group LLC2,392$210K0.15%new13F-HRTimeline
Buska Wealth Management, LLC2,382$209K0.08%new13F-HRTimeline
Premier Path Wealth Partners, LLC2,360$207K0.02%new13F-HRTimeline
Valeo Financial Advisors, LLC2,346$206K<0.01%new13F-HRTimeline
Stirlingshire Investments, Inc.2,329$205K0.15%new13F-HRTimeline
Connecticut Wealth Management, LLC2,325$204K0.01%+1,77913F-HRTimeline
Chesapeake Wealth Management2,325$204K0.06%new13F-HRTimeline
Spectrum Investment Advisors, Inc.2,315$204K0.08%new13F-HRTimeline
Narus Financial Partners, LLC2,302$202K0.05%new13F-HRTimeline
LWM Advisory Services, LLC2,302$202K0.36%new13F-HRTimeline
GoalFusion Wealth Management, LLC2,290$201K0.08%new13F-HRTimeline
Vision Retirement, LLC2,225$196K0.05%+1,78013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,135$188K0.01%+1,70913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,125$187K0.01%+1,70013F-HRTimeline
Orion Capital Management LLC2,089$184K0.06%+1,55913F-HRTimeline
Cherry Tree Wealth Management, LLC2,055$181K0.03%+1,64413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,995$175K<0.01%+1,59613F-HRTimelineGroup
GGM Financial LLC1,901$167K0.06%new13F-HRTimeline
Downshift Financial, LLC1,791$157K0.07%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,771$156K<0.01%+1,41713F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.1,735$153K0.05%+1,32113F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1,708$150K0.02%new13F-HRTimeline
FINANCIAL CONSULATE, INC1,685$148K0.02%+1,34813F-HRTimeline
Larson Financial Group LLC1,655$146K<0.01%-5,77613F-HRTimeline
Elevated Capital Advisors, LLC1,635$144K0.04%+1,30413F-HRTimeline
Institute for Wealth Management, LLC.1,595$140K0.01%-2,07913F-HRTimeline
Register Financial Advisors LLC1,570$138K0.04%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,456$128K<0.01%+1,14813F-HRTimelineGroup
Activest Wealth Management1,454$128K0.02%+1,11613F-HRTimeline
Quantbot Technologies LP1,452$128K0.01%+1,27613F-HRTimeline
LANARK FINANCIAL, INC.1,450$127K0.01%+1,16013F-HRTimeline
TRUST CO OF VERMONT1,415$124K<0.01%13F-HRTimeline
Keating Financial Advisory Services, In…1,415$124K0.02%+1,13213F-HRTimeline
PITTENGER & ANDERSON INC1,375$121K<0.01%+1,10013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,375$121K<0.01%013F-HRTimeline
Align Financial, LLC1,350$119K0.06%+1,08013F-HRTimeline
Signature Equity Partners, LLC1,346$118K0.05%+1,05913F-HRTimeline
Winch Advisory Services, LLC1,314$115K0.02%+1,14713F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,301$114K0.03%+1,08713F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC1,250$110K0.08%+1,00013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,236$109K0.01%new13F-HRTimelineGroup
Strategic Wealth Advisors LLC260$107K0.09%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,135$99.8K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…1,105$97.1K0.04%+88413F-HRTimeline
Bogart Wealth, LLC1,100$96.7K<0.01%+89513F-HRTimeline
Truvestments Capital LLC1,100$96.7K0.01%+88013F-HRTimeline
Allianz SEin group Allianz SE1,080$94.9K<0.01%+86413F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,045$91.9K0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC1,017$89.4K<0.01%+81413F-HRTimeline
Physician Wealth Advisors, Inc.1,005$88.3K0.01%+80413F-HRTimeline
Citizens National Bank Trust Department1,000$87.9K0.01%+80013F-HRTimeline
Tanglewood Legacy Advisors, LLC1,000$87.9K0.03%+80013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,000$87.9K0.01%+80013F-HRTimelineGroup
AdvisorNet Financial, Inc985$86.6K<0.01%+78813F-HRTimeline
Parkside Financial Bank & Trust960$84.4K0.01%+76813F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.925$81.3K0.03%+74013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC885$77.8K<0.01%+70813F-HRTimeline
Networth Advisors, LLC877$77.1K0.04%new13F-HRTimeline
FIRST COMMUNITY TRUST NA875$76.9K0.03%+70013F-HRTimeline
NFSG Corp861$75.7K0.01%+76213F-HRTimeline
North Star Investment Management Corp.858$75.5K<0.01%+68613F-HRTimeline
Cranbrook Wealth Management, LLC855$75.2K0.01%+68413F-HRTimeline
Brooklyn FI, LLC855$74.5K0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC840$73.8K0.02%+67213F-HRTimeline
Napier Financial, LLC831$73.1K0.02%new13F-HRTimeline
Cornerstone Planning Group LLC788$68.7K0.01%-313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.750$65.9K0.01%+60013F-HR/ATimeline
Nalls Sherbakoff Group, LLC750$65.9K0.05%+60013F-HRTimeline
Wells Financial Advisors INC680$59.8K0.55%-4,12013F-HRTimeline
Sankala Group LLC659$58.8K0.04%+52913F-HRTimeline
Rice Partnership, LLC646$56.8K0.01%+51713F-HRTimeline
CARDIFF PARK ADVISORS, LLC631$55.4K<0.01%+50513F-HRTimeline
Valued Wealth Advisors LLC629$55.3K0.02%+49513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…625$54.9K0.02%+50013F-HRTimeline
Dynamic Wealth Strategies, LLC605$53.2K0.03%+48413F-HRTimeline
MTM Investment Management, LLC600$52.7K0.02%+48013F-HRTimeline
EFG International AGin group EFG International AG600$52.7K<0.01%+48013F-HRTimelineGroup
Aventura Private Wealth, LLC585$51.4K0.02%+46813F-HRTimeline
EASTERN BANK540$47.5K<0.01%+43213F-HRTimeline
Leo H. Evart, Inc.516$45.4K0.04%+41013F-HRTimeline
Anchor Bay Capital, Inc.500$45.3K0.02%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC500$44K<0.01%+40013F-HRTimeline
Strategic Wealth Partners, Ltd.495$43.6K<0.01%+38113F-HRTimeline
Glen Eagle Advisors, LLC490$43.1K0.01%+37313F-HRTimeline
Quest 10 Wealth Builders, Inc.484$42.5K0.03%+42913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC483$42.4K<0.01%+38713F-HRTimelineGroup
Clearstead Advisors, LLC480$42.2K<0.01%+38813F-HRTimeline
Seneschal Advisors, LLC480$42.2K0.03%+38413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.451$40K<0.01%+37313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VIMA LLC425$37.4K0.04%13F-HRTimeline
Montgomery Financial Services LLC410$36K0.03%13F-HRTimeline
CDKV HOLDINGS LLC405$35.6K0.03%+32413F-HRTimeline
New England Capital Financial Advisors …400$35.2K0.01%+22713F-HRTimeline
Federation des caisses Desjardins du Qu…400$35.1K<0.01%-22513F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.395$34.7K0.01%+31613F-HRTimeline
GoalVest Advisory LLC395$34.7K0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC385$33.8K<0.01%+30813F-HRTimeline
Harbor Asset Planning, Inc.378$33.2K0.02%+30313F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC365$32.1K<0.01%+33613F-HRTimeline
Go Invest LLC363$31.9K0.01%+29113F-HRTimeline
Noble Wealth Management PBC350$30.8K0.01%+28013F-HRTimeline
Clean Yield Group340$29.9K0.01%new13F-HRTimeline
Triumph Capital Management334$29.4K0.01%+26713F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV305$26.8K0.01%+24413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC300$26.4K0.01%+24013F-HRTimeline
Medallion Wealth Advisors, LLC300$26.4K0.01%+24013F-HRTimeline
Crews Bank & Trust284$25K<0.01%+24913F-HRTimeline
Mascoma Wealth Management LLC280$24.6K<0.01%+22413F-HRTimeline
New Republic Capital, LLC280$24.6K0.01%+22413F-HRTimeline
Smartleaf Asset Management LLC279$24.1K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC260$22.9K<0.01%+20813F-HRTimeline
Field & Main Bank250$22K<0.01%+20013F-HR/ATimeline
Smallwood Wealth Investment Management,…250$22K0.01%+20013F-HRTimeline
Your Advocates Ltd., LLP225$19.8K0.01%+18013F-HRTimeline
Costello Asset Management, INC217$19K0.01%+17413F-HRTimeline
United Financial Planning Group LLC214$18.8K0.01%+17113F-HRTimeline
Grove Bank & Trust200$17.6K<0.01%new13F-HRTimeline
Abound Wealth Management200$17.6K<0.01%+16013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …180$15.8K<0.01%13F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.180$15.8K0.01%+14413F-HRTimeline
Robinswood Financial LLC165$14.5K<0.01%+13213F-HRTimeline
DUNCKER STREETT & CO INC150$13.2K<0.01%+12013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors150$13.2K<0.01%+12013F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV149$13K<0.01%+12013F-HRTimeline
Monetary Solutions, Ltd145$12.7K0.01%+11613F-HRTimeline
Central Pacific Bank - Trust Division135$11.9K<0.01%+11213F-HRTimeline
Advocate Investing Services LLC133$11.7K0.01%new13F-HRTimeline
Highland Investment Advisors LLC130$11.4K<0.01%13F-HRTimeline
ALERUS FINANCIAL NA130$11.4K<0.01%+10413F-HRTimeline
Fairway Wealth LLC90$7.92K<0.01%+7213F-HRTimeline
BFSG, LLC90$7.91K<0.01%+6713F-HRTimeline
Kroeger Financial Partners85$7.47K0.01%13F-HRTimeline
Plante Moran Financial Advisors, LLC80$7.03K<0.01%+6413F-HRTimeline
DecisionPoint Financial, LLC70$6.15K<0.01%+5613F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding70$6.15K+4Timeline
Hurley Capital, LLC60$5.29K<0.01%+4813F-HRTimeline
Strategic Advocates LLC60$5.28K0.02%+4813F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC60$5.28K<0.01%+4813F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC55$4.84K<0.01%+4413F-HRTimeline
Tradewinds Capital Management, LLC53$4.62K<0.01%+4213F-HRTimeline
Longview Financial Advisors LLC50$4.4K<0.01%+4013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC40$4K<0.01%+3213F-HR/ATimeline
NVWM, LLC45$3.96K<0.01%+3613F-HRTimeline
Sawyer & Company, Inc35$3.08K<0.01%+2813F-HRTimeline
Quaker Wealth Management, LLC30$2.64K<0.01%+2413F-HRTimeline