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Disclosery

MGK VANGUARD WORLD FD

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SHS (fund)

949 managers (963 13F filers) reported a position in MGK shares at 2026-03-31, 39,661,780 shares in all. 68 filers opened a position and 79 filers sold out during the quarter.

Managers
949
13F filers
963
New
68
Added
344
Reduced
322
Sold out
79
Shares held by filers
39,661,780

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Merkkuri Wealth Advisors LLC447$164K0.11%new13F-HRTimeline
Vision Retirement, LLC445$164K0.05%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.441$162K0.01%+2813F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…426$158K0.01%+613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC425$156K0.01%new13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.414$152K0.05%-16013F-HRTimeline
Cherry Tree Wealth Management, LLC411$151K0.03%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.399$147K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC354$130K<0.01%013F-HRTimelineGroup
Addison Advisors LLC348$128K0.03%+6513F-HRTimeline
Activest Wealth Management338$124K0.02%013F-HRTimeline
FINANCIAL CONSULATE, INC337$124K0.02%013F-HRTimeline
Elevated Capital Advisors, LLC331$122K0.03%013F-HRTimeline
TopTier Wealth Management, LLC322$118K0.07%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,375$116K<0.01%+1,10013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp308$113K<0.01%+18113F-HRTimelineGroup
VESTOR CAPITAL, LLC303$111K0.01%+12013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC300$110K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.290$107K0.01%013F-HRTimeline
Signature Equity Partners, LLC287$105K0.06%-2213F-HRTimeline
Keating Financial Advisory Services, In…283$104K0.02%013F-HRTimeline
NATIXISin group Natixis Investment Managers281$101K<0.01%-7513F-HRTimelineGroup
PITTENGER & ANDERSON INC275$101K<0.01%013F-HRTimeline
Align Financial, LLC270$99.2K0.06%-161,94913F-HRTimeline
Smartleaf Asset Management LLC279$98.6K<0.01%-10813F-HRTimeline
Strategic Wealth Advisors LLC260$95K0.08%013F-HRTimeline
First Command Advisory Services, Inc.258$94.7K<0.01%-29613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp250$91.9K<0.01%013F-HRTimelineGroup
CHESAPEAKE ASSET MANAGEMENT LLC250$91.9K0.07%013F-HRTimeline
Signature Resources Capital Management,…221$81.2K0.04%+413F-HRTimeline
Truvestments Capital LLC220$80.8K0.01%013F-HRTimeline
Wellington Grp LLC220$80.8K0.02%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC214$78.6K0.02%+5513F-HRTimeline
Atomic Invest LLC220$77.9K0.04%-1713F-HRTimeline
Basepoint Wealth LLC208$76.4K0.04%new13F-HRTimeline
Bogart Wealth, LLC205$75.3K<0.01%013F-HRTimeline
SIGNATUREFD, LLC203$74.6K<0.01%+6313F-HRTimeline
Physician Wealth Advisors, Inc.201$73.9K0.01%013F-HRTimeline
Citizens National Bank Trust Department200$73.5K0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC200$73.5K0.03%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC200$73.5K0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc197$72.5K<0.01%-7513F-HRTimeline
Parkside Financial Bank & Trust192$70.5K0.01%-4013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.185$68K0.02%013F-HRTimeline
Cornerstone Planning Group LLC791$67.3K0.01%+51313F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…180$66.1K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC177$65K<0.01%013F-HRTimeline
Quantbot Technologies LP176$64.7K<0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA175$64.3K0.05%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC175$64.3K0.01%new13F-HRTimeline
New England Capital Financial Advisors …173$63.6K0.02%013F-HRTimeline
North Star Investment Management Corp.172$63.1K<0.01%+113F-HRTimeline
Cranbrook Wealth Management, LLC171$62.8K0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC168$61.7K0.02%+4213F-HRTimeline
Winch Advisory Services, LLC167$61.3K0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.150$55.1K0.01%-4213F-HRTimeline
Nalls Sherbakoff Group, LLC150$55.1K0.04%013F-HRTimeline
Valued Wealth Advisors LLC134$49.2K0.02%013F-HRTimeline
Rice Partnership, LLC129$47.5K0.01%013F-HRTimeline
Sankala Group LLC130$46.7K0.04%+7013F-HRTimeline
CARDIFF PARK ADVISORS, LLC126$46.3K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…125$45.9K0.02%-1913F-HRTimeline
Dynamic Wealth Strategies, LLC121$44.5K0.03%013F-HRTimeline
MTM Investment Management, LLC120$44.1K0.01%013F-HRTimeline
EFG International AGin group EFG International AG120$44.1K<0.01%new13F-HRTimelineGroup
Glen Eagle Advisors, LLC117$43K0.01%013F-HRTimeline
Aventura Private Wealth, LLC117$43K0.02%+5013F-HRTimeline
Strategic Wealth Partners, Ltd.114$42K<0.01%+1013F-HRTimeline
EASTERN BANK108$39.7K<0.01%-44313F-HRTimeline
Leo H. Evart, Inc.106$39.1K0.03%13F-HR/ATimeline
Wall Street Financial Group, Inc.101$37.1K0.02%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC100$36.7K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.100$36.6K0.01%013F-HRTimeline
NFSG Corp99$36.4K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC96$35.5K<0.01%+3013F-HRTimelineGroup
Seneschal Advisors, LLC96$35.3K0.03%013F-HRTimeline
McIlrath & Eck, LLC94$34.5K<0.01%013F-HRTimeline
Clearstead Advisors, LLC92$33.8K<0.01%-513F-HRTimeline
CDKV HOLDINGS LLC81$29.8K0.03%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.78$29K<0.01%+6613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …77$28.3K0.01%-2613F-HRTimelineGroup
HOEY INVESTMENTS, INC77$28.3K<0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.75$27.7K0.02%013F-HRTimeline
Go Invest LLC72$26.5K0.01%013F-HRTimeline
Noble Wealth Management PBC70$25.7K0.01%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA69$25.4K0.06%new13F-HRTimeline
Triumph Capital Management67$24.6K0.01%+4413F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding66$24.2K+52Timeline
Scarborough Advisors, LLC63$23.3K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP63$23.1K<0.01%new13F-HRTimelineGroup
WFA of San Diego, LLC63$23.1K0.02%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV61$22.4K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC60$22K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC60$22K0.01%013F-HRTimeline
Mascoma Wealth Management LLC56$20.6K<0.01%013F-HRTimeline
New Republic Capital, LLC56$20.6K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.55$20.2K0.02%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…54$19.8K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC52$19.1K<0.01%new13F-HRTimeline
Field & Main Bank50$18.4K0.01%-2113F-HRTimeline
Smallwood Wealth Investment Management,…50$18.4K0.01%013F-HRTimeline
Your Advocates Ltd., LLP45$16.5K0.01%013F-HRTimeline
Costello Asset Management, INC43$16K0.01%-5013F-HRTimeline
Allianz SEin group Allianz SE216$15.9K<0.01%013F-HRTimelineGroup
United Financial Planning Group LLC43$15.8K0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.41$15.1K0.01%new13F-HRTimeline
Abound Wealth Management40$14.7K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.36$13.2K0.01%013F-HRTimeline
Crews Bank & Trust35$12.9K<0.01%013F-HRTimeline
Robinswood Financial LLC33$12.1K<0.01%+2013F-HR/ATimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP32$12K<0.01%-913F-HRTimelineGroup
DUNCKER STREETT & CO INC30$11K<0.01%+313F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding30$11K0Timeline
OGOREK ANTHONY JOSEPH /NY/ /ADV29$11K<0.01%-1313F-HR/ATimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC29$10.7K<0.01%013F-HRTimeline
BALLAST ADVISORS LLC29$10.7K<0.01%new13F-HR/ATimeline
Monetary Solutions, Ltd29$10.7K0.01%013F-HRTimeline
ALERUS FINANCIAL NA26$9.55K<0.01%013F-HRTimeline
BFSG, LLC23$8.45K<0.01%-4813F-HRTimeline
Central Pacific Bank - Trust Division23$8.45K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.21$7.72K<0.01%-313F-HRTimelineGroup
Dogwood Wealth Management LLC21$7.72K<0.01%-113F-HRTimeline
Bullock Wealth Management Group20$7.43K<0.01%new13F-HRTimeline
Wealth Science Advisors LLC17$7.02K<0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.19$6.98K<0.01%013F-HRTimeline
Fairway Wealth LLC18$6.63K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management15$6K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC16$5.88K<0.01%-10013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.79$5.81K<0.01%013F-HRTimeline
BIRCHBROOK, INC.15$5.51K<0.01%-8913F-HRTimeline
DecisionPoint Financial, LLC14$5.14K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC14$5.14K<0.01%013F-HRTimeline
Hurley Capital, LLC12$4.44K<0.01%013F-HRTimeline
Strategic Advocates LLC12$4.41K0.02%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC12$4.41K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC11$4.16K<0.01%new13F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC11$4.05K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC11$3.88K<0.01%013F-HRTimeline
Longview Financial Advisors LLC10$3.67K<0.01%013F-HRTimeline
NVWM, LLC9$3.31K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC8$3K<0.01%013F-HRTimeline
Sawyer & Company, Inc7$2.59K<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC6$2.21K<0.01%013F-HRTimeline
Archer Investment Corp6$2.21K<0.01%+213F-HRTimeline
Decker Retirement Planning Inc.6$2.21K<0.01%new13F-HRTimeline
CAPITAL & PLANNING, LLC6$2.21K<0.01%new13F-HRTimeline
TSFG, LLC5$2K<0.01%013F-HRTimeline
IFG Advisory, LLC5$1.84K0.01%-93913F-HRTimeline
Roble, Belko & Company, Inc2$1K<0.01%013F-HRTimeline