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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
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp82$30K<0.01%new13F-HRTimelineGroup
DUNCKER STREETT & CO INC80$29.3K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.79$28.9K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.75$27.5K0.03%13F-HRTimeline
Dogwood Wealth Management LLC73$26.7K0.01%new13F-HRTimeline
BFSG, LLC71$26K<0.01%-1513F-HRTimeline
TD Waterhouse Canada Inc.70$25.3K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC67$24.5K0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV61$22.3K0.01%013F-HRTimeline
WFA of San Diego, LLC61$22.3K0.02%13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC60$22K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC60$21.7K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.59$21.6K0.02%+413F-HRTimeline
New Republic Capital, LLC56$20.5K0.01%013F-HRTimeline
Mascoma Wealth Management LLC56$20.5K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc50$18.3K<0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…50$18.3K0.01%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP47$17K<0.01%013F-HRTimelineGroup
Your Advocates Ltd., LLP45$16.5K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.45$16K<0.01%013F-HRTimeline
Costello Asset Management, INC43$15.9K0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.43$15.8K<0.01%13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV42$15K<0.01%013F-HRTimeline
Legend Financial Advisors, Inc.40$14.6K0.01%new13F-HRTimeline
North Star Investment Management Corp.39$14.4K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC35$12.8K<0.01%-2013F-HRTimelineGroup
Crews Bank & Trust35$12.8K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC31$11.5K<0.01%+2013F-HRTimeline
NFSG Corp31$11.4K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC30$11.3K<0.01%new13F-HRTimeline
Glassman Wealth Services28$10.3K<0.01%-413F-HRTimeline
EASTERN BANK27$9.89K<0.01%013F-HRTimeline
Abound Wealth Management26$9.52K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC25$9.15K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division19$6.96K<0.01%-1013F-HRTimeline
Robinswood Financial LLC13$4.76K<0.01%013F-HRTimeline
Hurley Capital, LLC12$4.41K<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC10$3.66K0.01%-9513F-HRTimeline
Sawyer & Company, Inc35$3.08K<0.01%new13F-HR/ATimeline
DecisionPoint Financial, LLC8$2.9K<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.7$2.56K<0.01%-313F-HR/ATimelineGroup
Quaker Wealth Management, LLC6$2.2K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC8$2K<0.01%013F-HRTimeline
TSFG, LLC5$2K<0.01%013F-HRTimeline
Cordant, Inc.5$1.83K<0.01%new13F-HRTimeline
Archer Investment Corp4$1.47K<0.01%new13F-HRTimeline
TruNorth Capital Management, LLC3$1.1K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC3$1.1K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc2$1K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC2$777<0.01%new13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors1$368<0.01%new13F-HRTimelineGroup
Glen Eagle Advisors, LLC0$110<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.