Skip to content
Disclosery

MGK VANGUARD WORLD FD

Follow

SHS (fund)

831 managers (840 13F filers) reported a position in MGK shares at 2024-12-31, 38,668,622 shares in all. 72 filers opened a position and 34 filers sold out during the quarter.

Managers
831
13F filers
840
New
72
Added
277
Reduced
255
Sold out
34
Shares held by filers
38,668,622

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ASSETMARK, INCin group ASSETMARK, INC7,458,464$2.56B6.96%+5,19613F-HRTimelineGroup
Cassaday & Co Wealth Management LLC3,577,296$1.23B33.52%+2,94713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,147,853$738M0.05%+177,19513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,863,480$640M0.06%-47,15913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,637,452$562M1.61%+42,59413F-HRTimeline
Howard Capital Management, LLC1,612,707$554M8.6%-4,41913F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding1,354,565$465M+9,072Timeline
LPL Financial LLC1,080,875$371M0.15%+136,58613F-HRTimeline
UBS Group AGin group UBS Group AG817,246$281M0.06%-14,77813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN792,058$272M0.07%-142,77113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding748,181$257M-55,492Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC714,135$245M0.06%+136,34713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…560,710$193M0.13%-5,35213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA432,793$149M0.03%+26,26813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC394,571$135M0.29%+12,21213F-HRTimelineGroup
COMERICA BANK375,073$129M0.52%-19,38513F-HR/ATimeline
Prime Capital Investment Advisors, LLC321,569$110M1.6%-15,90513F-HRTimeline
Facet Wealth, Inc.295,312$103M2.73%+4,51613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC269,694$92.6M0.14%+9,17913F-HRTimeline
MEANS INVESTMENT CO., INC.262,363$90.1M9.38%-2,34813F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC259,521$89.1M9.21%+8,11713F-HRTimeline
Portfolio Strategies, Inc.256,421$88M12.5%-4,27913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.251,220$86.3M0.19%-10,24213F-HR/ATimelineGroup
HighTower Advisors, LLC249,449$85.7M0.12%+2,02513F-HRTimeline
Merit Financial Group, LLC244,655$84M1.51%+26,54913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP236,600$81.3M0.19%+60,60013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC232,633$79.9M0.03%13F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…230,734$79.2M0.21%-68813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP196,659$67.5M0.07%+3,04113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…183,700$63.1M0.12%+6,86213F-HR/ATimeline
MML INVESTORS SERVICES, LLC182,544$62.7M0.22%-17,97313F-HRTimeline
Falcon Wealth Planning175,886$60.4M6.73%+7,92813F-HRTimeline
Gratus Wealth Advisors, LLC172,498$59.2M9.48%+6713F-HRTimeline
IFC Advisors LLC168,232$57.8M12.59%13F-HRTimeline
CX Institutional165,583$56.9M2.26%+23,82813F-HRTimeline
Black Diamond Financial, LLC164,395$56.5M8.46%+10,04513F-HRTimeline
Mariner, LLCin group Mariner, LLC159,114$54.6M0.09%+48,27813F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC154,281$53M4.99%-11,55313F-HRTimeline
Cetera Investment Advisers150,561$51.7M0.11%+2,61413F-HRTimeline
Beacon Capital Management, LLC144,925$49.8M6.48%+14,18413F-HRTimeline
Creative Planningin group Creative Planning140,202$48.1M0.05%-2,49413F-HRTimelineGroup
Strategic Investment Advisors / MI136,645$46.9M4.98%+1,32913F-HRTimeline
Leelyn Smith, LLC136,217$46.8M8.33%-2,40813F-HRTimeline
Janney Montgomery Scott LLC126,996$43.6M0.12%+22613F-HRTimeline
Piedmont Capital Management, LLC126,385$43.3M26.08%+1,94713F-HRTimeline
Bernardo Wealth Planning LLC119,000$40.5M9.69%-2,43513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.115,811$39.8M1.95%+3,29813F-HRTimeline
Cambridge Investment Research Advisors,…112,374$38.6M0.13%-6,26413F-HRTimeline
RFP Financial Group LLC110,085$37.8M14.7%-9,03713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding105,830$36.3M+17,465Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC105,802$36.3M0.01%-3,35813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…105,115$36.1M0.03%+2,88713F-HRTimelineGroup
FC Advisory LLC100,440$34.5M11.56%-3,75413F-HRTimeline
One Capital Management, LLC99,347$34.1M1.13%-1,71213F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…93,833$32.2M0.59%new13F-HRTimelineGroup
Blue Edge Capital, LLC93,266$32M5.04%-3,58213F-HRTimeline
American Trust92,909$31.9M2.43%-98413F-HRTimeline
ETF Portfolio Partners, Inc.91,847$31.5M9.47%+39,67013F-HRTimeline
BHK Investment Advisors, LLC88,607$30.4M11.42%-2,69813F-HRTimeline
Beacon Pointe Advisors, LLC87,818$30.2M0.33%-4,94313F-HRTimeline
DT Investment Partners, LLC85,782$29.5M2.49%-2,38213F-HRTimeline
Erickson Financial Group, LLC84,306$29M20.61%-93413F-HRTimeline
EP Wealth Advisors, LLC81,466$28M0.23%-61513F-HRTimeline
D.A. DAVIDSON & CO.74,259$25.5M0.21%+3,39413F-HRTimeline
HB Wealth Management, LLC73,253$25.2M0.26%+6,84913F-HRTimeline
Avior Wealth Management, LLC72,566$24.9M0.91%-2,23513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO71,583$24.6M<0.01%+10,92813F-HRTimelineGroup
AMARA FINANCIAL, LLC.70,704$24.3M22.41%+3,14713F-HRTimeline
Copperwynd Financial, LLC70,595$24.2M6.69%+2,62613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…68,720$23.8M0.1%-2,98013F-HRTimelineGroup
Foundations Investment Advisors, LLC66,189$22.7M0.44%+5,63313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP65,378$22.5M<0.01%-4013F-HRTimelineGroup
Prospera Financial Services Inc59,293$20.4M0.47%+5,22013F-HRTimeline
Wealthfront Advisers LLC58,168$20M0.06%+9,12013F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC57,204$19.6M0.64%-3913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Zeit Capital LLC55,187$19.5M14.94%-8,36113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC54,702$18.8M0.15%+74013F-HRTimelineGroup
IEQ CAPITAL, LLC54,129$18.6M0.18%+2,69413F-HRTimeline
GeoWealth Management, LLC53,680$18.4M0.6%+39,02413F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …66,861$18.2M2.35%-4,43813F-HRTimelineGroup
Blackston Financial Advisory Group, LLC52,685$18.1M9.01%+3,93613F-HRTimeline
MATHER GROUP, LLC.51,784$17.8M0.23%-1,94013F-HRTimeline
Raab & Moskowitz Asset Management LLC51,633$17.7M4.35%-86013F-HRTimeline
Clarus Wealth Advisors47,000$15.9M7.92%+1,64813F-HRTimeline
Sanctuary Advisors, LLC45,341$15.9M0.1%+1,60313F-HRTimeline
Royal Fund Management, LLC45,430$15.7M1.7%-2,23613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\45,409$15.6M0.02%-97213F-HRTimelineGroup
TFB Advisors LLC45,457$15.6M4.46%-86013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding44,851$15.4M+6,038Timeline
Independent Advisor Alliance44,687$15.3M0.2%new13F-HRTimeline
NWF Advisory Services Inc.44,337$15.2M2.23%+6,97513F-HRTimeline
ODonnell Financial Services, LLC47,029$15M6.3%+29913F-HRTimeline
Von Berge Wealth Management Group, LLC42,614$14.9M9.02%-25213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding42,893$14.7M-2,371Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…42,187$14.5M0.39%+6,22313F-HRTimelineGroup
Atria Wealth Solutions, Inc.41,894$14.4M0.16%+10,13013F-HRTimeline
Wheelhouse Advisory Group LLC41,780$14.3M8.52%+83613F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …40,966$14.1M0.02%-25,04913F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.40,744$14M0.48%new13F-HRTimeline
Apriem Advisors40,180$13.8M1.58%+12,24213F-HRTimeline
Elevation Capital Advisory, LLC39,966$13.7M5.88%+39,00913F-HRTimeline
WealthShield Partners, LLC39,400$13.5M1.92%-13913F-HRTimeline
Empirical Financial Services, LLC d.b.a…38,706$13.3M0.36%+2,56213F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC38,185$13.1M0.08%-23,94013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…37,676$12.9M0.45%+21,41713F-HRTimelineGroup
POM Investment Strategies, LLC36,505$12.5M9.44%+2013F-HRTimeline
Texas Capital Bank Wealth Management Se…36,399$12.5M1.28%-24213F-HRTimeline
Focused Wealth Management, Inc36,208$12.4M1.68%-44713F-HRTimeline
Pacific Center for Financial Services36,086$12.4M3.19%-42113F-HRTimeline
Capital Planning LLC36,032$12.4M3.25%+46513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp36,024$12.4M<0.01%-1,22613F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…35,889$12.3M0.17%-43313F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV35,254$12.1M0.98%+26,27113F-HRTimeline
Ferguson Shapiro LLC34,885$12M4.44%+2,56513F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT33,692$11.6M0.51%+1,58013F-HRTimeline
Fernwood Investment Management, LLC33,477$11.5M4%-60013F-HRTimeline
Darwin Wealth Management, LLC33,362$11.5M3.85%-10,31213F-HR/ATimeline
Private Advisor Group, LLC33,252$11.4M0.06%+3,03013F-HRTimeline
SOL Capital Management CO32,984$11.3M1.26%+69713F-HRTimeline
PHILADELPHIA TRUST CO32,500$11.2M0.82%-33513F-HRTimeline
Cedar Point Capital Partners, LLC31,558$10.8M7.34%-32513F-HRTimeline
Zhang Financial LLC31,547$10.8M0.62%+17,31013F-HRTimeline
Cascade Financial Partners, LLC30,609$10.5M1.37%+80013F-HRTimeline
Center For Asset Management LLC29,768$10.2M6.62%-8413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP29,623$10.2M0.02%-46,98913F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding29,294$10.1M+826Timeline
BLAIR WILLIAM & CO/IL29,270$10.1M0.03%+1,71313F-HRTimeline
Kingsview Wealth Management, LLC29,216$10M0.2%+81113F-HRTimeline
Cypress Wealth Services, LLC27,557$9.46M1.9%-1,22713F-HRTimeline
FMR LLCin group FMR LLC26,861$9.22M<0.01%+2,90013F-HRTimelineGroup
Fingerlakes Wealth Management, Inc.26,636$9.15M7.38%+1,62413F-HRTimeline
CENTAURUS FINANCIAL, INC.26,538$9.11M0.56%+55313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,416$9.07M0.01%+22,53813F-HRTimelineGroup
Steward Partners Investment Advisory, L…26,209$9M0.08%+1,32613F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP25,942$8.99M0.01%-16,49213F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC26,185$8.99M9.87%new13F-HRTimeline
Clifford Group, LLC25,791$8.86M6.75%+1,23213F-HRTimeline
CHOREO, LLC25,093$8.64M0.12%-20813F-HRTimeline
Resolute Advisors LLC25,075$8.61M1.74%+3413F-HRTimeline
VALICENTI ADVISORY SERVICES INC24,429$8.39M2.09%-1,55113F-HRTimeline
Waverly Advisors, LLC22,647$7.78M0.12%+21,81213F-HRTimeline
Accredited Investors Inc.21,454$7.37M0.43%-52313F-HRTimeline
Clarity Financial LLC20,221$6.94M0.83%+31013F-HRTimeline
Anchor Pointe Wealth Management, LLC20,006$6.94M9.02%13F-HRTimeline
Avidian Wealth Enterprises, LLC19,888$6.83M0.31%-10713F-HRTimeline
Randall & Associates Wealth Management19,858$6.82M5.66%+10713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.19,779$6.79M0.04%+1,38013F-HRTimeline
Wells Financial Advisors INC19,158$6.58M8.97%-3013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED18,667$6.47M0.6%+4,59613F-HRTimeline
Joel Isaacson & Co., LLC18,719$6.43M0.29%+1713F-HRTimeline
HARBOUR INVESTMENTS, INC.18,616$6.39M0.18%+79313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,469$6.34M0.21%-36713F-HRTimeline
J.W. COLE ADVISORS, INC.18,399$6.32M0.26%+1,85013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC18,269$6.27M3.25%+27313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC18,100$6.22M0.01%new13F-HRTimeline
Sharkey, Howes & Javer17,227$5.92M0.83%-37013F-HRTimeline
Jackson Wealth Management, LLC16,822$5.78M0.66%-9513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…16,462$5.65M0.01%-32113F-HRTimelineGroup
Checchi Capital Advisers, LLC16,319$5.6M0.42%+5,77013F-HRTimeline
Litman Gregory Wealth Management LLC16,230$5.57M0.48%013F-HRTimeline
Mathes Company, Inc.15,790$5.42M1.98%013F-HRTimeline
Global Retirement Partners, LLC15,724$5.4M0.15%+3,71613F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC15,690$5.39M4.28%+11713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…15,336$5.27M0.3%-32413F-HRTimelineGroup
Ifrah Financial Services, Inc.14,625$5.02M1.39%-1,11213F-HRTimeline
Ethos Financial Group, LLC14,584$5.01M0.65%-1513F-HRTimeline
Fortis Group Advisors, LLC14,462$4.97M0.92%+5,98713F-HRTimeline
Authentikos Wealth Advisory, LLC14,223$4.88M4.83%-21813F-HRTimeline
Breakwater Investment Management13,511$4.64M1.97%-70413F-HR/ATimeline
NewEdge Advisors, LLC13,305$4.57M0.03%-58313F-HRTimeline
Quantum Capital Management, LLC / NJ13,291$4.56M0.49%+12613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC13,193$4.53M0.06%+12413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management12,745$4.38M0.06%+1,37713F-HRTimelineGroup
AE Wealth Management LLC12,688$4.36M0.04%+1,48213F-HRTimeline
Fisher Asset Management, LLC12,582$4.32M<0.01%+2,16713F-HRTimeline
Baring Financial LLC12,527$4.3M3.83%13F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding12,521$4.3M-41Timeline
Strategic Financial Partners, Ltd.12,429$4.27M2.18%-94513F-HRTimeline
WIN ADVISORS, INC12,307$4.23M2.05%new13F-HRTimeline
Flagship Private Wealth, LLC12,125$4.16M2.01%+36513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,110$4.16M0.01%-19213F-HRTimelineGroup
Integrated Wealth Concepts LLC12,023$4.13M0.05%+4,98013F-HRTimeline
Alpha Cubed Investments, LLC11,801$4.05M0.19%-3113F-HRTimeline
IFP Advisors, Inc11,605$3.99M0.13%-1,44413F-HRTimeline
MAI Capital Management11,443$3.93M0.03%-5913F-HRTimeline
NOVEM GROUP11,213$3.85M0.57%13F-HRTimeline
Horizon Investment Services, LLC11,121$3.82M1.62%-36713F-HRTimeline
Bawa N Mallick Trust11,004$3.78M1.66%13F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC10,918$3.75M2.01%-813F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC10,754$3.69M1.49%-2713F-HRTimeline
Pinnacle Bancorp, Inc.10,467$3.59M1.17%-1513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,383$3.57M0.23%+4,42013F-HRTimelineGroup
Sicart Associates LLC10,348$3.55M1.27%+8,72413F-HRTimeline
Forum Private Client Group LLC10,296$3.54M1.57%-54013F-HRTimeline
World Investment Advisors10,295$3.54M0.1%+2,44313F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC10,204$3.5M1.77%-25013F-HRTimeline
TUDOR INVESTMENT CORP ET AL10,184$3.5M0.04%+5,14313F-HRTimeline
Consolidated Portfolio Review Corp9,994$3.43M0.54%-12213F-HRTimeline
Pillar Financial Advisors, LLC9,880$3.39M2.6%13F-HRTimeline
Robertson Stephens Wealth Management, L…9,852$3.38M0.12%-4,22813F-HRTimeline