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Disclosery

MGK VANGUARD WORLD FD

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SHS (fund)

890 managers (901 13F filers) reported a position in MGK shares at 2025-09-30, 41,202,777 shares in all. 81 filers opened a position and 41 filers sold out during the quarter.

Managers
890
13F filers
901
New
81
Added
310
Reduced
276
Sold out
41
Shares held by filers
41,202,777

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Citizens National Bank Trust Department200$80.5K0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC200$80.5K0.03%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC200$80.5K0.01%013F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.192$77.3K0.01%013F-HRTimeline
Parkside Financial Bank & Trust184$74.2K0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…180$72.4K0.01%-513F-HRTimeline
Cranbrook Wealth Management, LLC171$68.8K0.01%013F-HRTimeline
Winch Advisory Services, LLC167$67.1K0.02%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC150$60.4K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …150$60.4K0.01%13F-HRTimelineGroup
Nalls Sherbakoff Group, LLC150$60.4K0.04%013F-HRTimeline
Noble Wealth Management PBC150$60.4K0.03%13F-HRTimeline
New England Capital Financial Advisors …148$59.6K0.03%013F-HRTimeline
Signature Resources Capital Management,…144$57.9K0.03%new13F-HRTimeline
Community Bank, N.A.143$57.5K0.01%013F-HRTimeline
SIGNATUREFD, LLC140$56.3K<0.01%013F-HRTimeline
MTM Investment Management, LLC140$56.3K0.02%013F-HRTimeline
Valued Wealth Advisors LLC137$55.2K0.03%013F-HRTimeline
Dynamic Wealth Strategies, LLC121$48.7K0.03%013F-HRTimeline
Cornerstone Planning Group LLC166$48K0.01%+13613F-HRTimeline
Bell Investment Advisors, Inc118$47.5K0.01%+6813F-HRTimeline
Plante Moran Financial Advisors, LLC116$46.7K<0.01%013F-HRTimeline
TRUST CO OF VERMONT112$45.1K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC111$44.7K0.02%013F-HRTimeline
North Star Investment Management Corp.110$44.4K<0.01%+7113F-HRTimeline
ROTHSCHILD INVESTMENT LLC100$40.2K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.100$40K0.01%013F-HRTimeline
Clearstead Advisors, LLC97$39K<0.01%-3213F-HRTimeline
Seneschal Advisors, LLC96$38.6K0.03%new13F-HRTimeline
McIlrath & Eck, LLC94$37.7K<0.01%013F-HRTimeline
Field & Main Bank90$36.2K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.89$35.9K<0.01%+4613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.402$34.2K<0.01%+31713F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp82$33K<0.01%013F-HRTimelineGroup
DUNCKER STREETT & CO INC80$32.2K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.79$31.8K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.75$30.3K0.03%013F-HRTimeline
BFSG, LLC71$28.6K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.70$28.3K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC67$27K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC66$26.6K<0.01%+3113F-HRTimelineGroup
WFA of San Diego, LLC63$25.4K0.02%+213F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV61$24.5K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC60$24.1K0.01%013F-HR/ATimeline
Wealth Watch Advisors, INC60$24.1K0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC60$24.1K0.01%013F-HRTimeline
New Republic Capital, LLC56$22.6K0.01%013F-HRTimeline
Mascoma Wealth Management LLC56$22.5K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.55$22.1K0.02%-413F-HRTimeline
Smallwood Wealth Investment Management,…50$20.1K0.01%013F-HRTimeline
Your Advocates Ltd., LLP45$18.1K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.45$18.1K<0.01%013F-HRTimeline
Costello Asset Management, INC43$17.4K0.01%013F-HRTimeline
United Financial Planning Group LLC43$17.3K0.01%13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV42$17K<0.01%013F-HRTimeline
Abound Wealth Management40$16.1K<0.01%+1413F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP41$16K<0.01%-613F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC38$15K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC35$14.1K<0.01%new13F-HRTimeline
Crews Bank & Trust35$14.1K<0.01%013F-HRTimeline
EASTERN BANK27$10.9K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA26$10.5K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC25$10.1K<0.01%013F-HRTimeline
NFSG Corp22$8.86K<0.01%-913F-HRTimeline
Dogwood Wealth Management LLC22$8.86K<0.01%-5113F-HRTimeline
Central Pacific Bank - Trust Division22$8.85K<0.01%+313F-HRTimeline
OAKWORTH CAPITAL, INC.19$7.65K<0.01%new13F-HRTimeline
Fairway Wealth LLC18$7.24K<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…14$5.63K<0.01%new13F-HRTimelineGroup
Robinswood Financial LLC13$5.23K<0.01%013F-HRTimeline
Hurley Capital, LLC12$4.85K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC11$4.43K<0.01%-16513F-HRTimeline
Tradewinds Capital Management, LLC11$4.23K<0.01%-2013F-HRTimeline
Longview Financial Advisors LLC10$4.03K<0.01%new13F-HRTimeline
REDMONT WEALTH ADVISORS LLC10$4.02K0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC8$3.22K<0.01%013F-HRTimeline
Sawyer & Company, Inc7$3K<0.01%-2813F-HRTimeline
Quaker Wealth Management, LLC6$2.42K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.6$2K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TSFG, LLC5$2K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.4$1.62K<0.01%-93413F-HRTimeline
Archer Investment Corp4$1.61K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.4$1.61K<0.01%-313F-HRTimelineGroup
TruNorth Capital Management, LLC3$1.21K<0.01%013F-HRTimeline
Glenmede Investment Management, LP3$1.21K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC3$1.21K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc2$1K<0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors1$404<0.01%013F-HRTimelineGroup
POM Investment Strategies, LLC1$397<0.01%-31713F-HRTimeline
Strategic Investment Advisors / MI230$72.1M-163,30113F-HR/ATimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.