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Disclosery

MGK VANGUARD WORLD FD

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SHS (fund)

807 managers (817 13F filers) reported a position in MGK shares at 2025-03-31, 38,250,955 shares in all. 60 filers opened a position and 74 filers sold out during the quarter.

Managers
807
13F filers
817
New
60
Added
261
Reduced
289
Sold out
74
Shares held by filers
38,250,955

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ASSETMARK, INCin group ASSETMARK, INC7,716,979$2.15B5.9%+258,51513F-HRTimelineGroup
Cassaday & Co Wealth Management LLC3,525,434$1.09B30.62%-51,86213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,282,698$705M0.05%+134,84513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,993,166$616M0.05%+129,68613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,653,306$511M1.28%+15,85413F-HRTimeline
Howard Capital Management, LLC1,614,964$499M12.53%+2,25713F-HRTimeline
LPL Financial LLC1,033,098$319M0.12%-47,77713F-HRTimeline
UBS Group AGin group UBS Group AG890,103$275M0.06%+72,85713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN840,401$260M0.06%+48,34313F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding823,090$254M-531,475Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC805,119$249M0.07%+90,98413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding735,609$227M-12,572Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…545,424$168M0.09%-15,28613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA422,824$131M0.03%-9,96913F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC417,948$129M0.27%+23,37713F-HRTimelineGroup
COMERICA BANK392,539$121M0.51%+17,46613F-HRTimeline
Merit Financial Group, LLC359,838$111M1.67%+115,18313F-HRTimeline
Prime Capital Investment Advisors, LLC350,962$110M1.29%+29,39313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP299,000$92.4M0.2%+62,40013F-HRTimelineGroup
PETREDIS INVESTMENT ADVISORS LLC266,651$82.4M8.61%+7,13013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC253,906$78.4M0.03%+21,27313F-HRTimelineGroup
Portfolio Strategies, Inc.252,965$78.1M12.1%-3,45613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC248,820$76.9M0.11%-20,87413F-HRTimeline
Facet Wealth, Inc.236,887$76.5M1.98%-58,42513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…247,133$76.3M0.19%+16,39913F-HRTimelineGroup
IFC Advisors LLC210,368$65M13.56%+42,13613F-HRTimeline
HighTower Advisors, LLC202,432$62.5M0.08%-47,01713F-HRTimeline
Falcon Wealth Planning200,980$62.1M6.9%+25,09413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP198,322$61.3M0.07%+1,66313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…184,669$57M0.11%+96913F-HRTimeline
Beacon Capital Management, LLC177,724$54.9M7.41%+32,79913F-HRTimeline
CX Institutional170,735$52.7M1.99%+5,15213F-HRTimeline
Black Diamond Financial, LLC169,455$52.3M7.86%+5,06013F-HRTimeline
Gratus Wealth Advisors, LLC168,851$52.2M8.56%-3,64713F-HRTimeline
MML INVESTORS SERVICES, LLC167,773$51.8M0.17%-14,77113F-HRTimeline
Mariner, LLCin group Mariner, LLC165,390$51.1M0.08%+6,27613F-HRTimelineGroup
Strategic Investment Advisors / MI148,656$45.9M4.87%+12,01113F-HRTimeline
RFP Financial Group LLC143,155$44.2M17.78%+33,07013F-HRTimeline
Leelyn Smith, LLC140,184$43.3M7.69%+3,96713F-HRTimeline
Creative Planningin group Creative Planning139,970$43.2M0.04%-23213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…139,025$42.9M0.04%+33,91013F-HRTimelineGroup
Cetera Investment Advisers135,767$41.9M0.08%-14,79413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.129,011$39.9M0.09%-122,20913F-HRTimelineGroup
Janney Montgomery Scott LLC127,126$39.3M0.11%+13013F-HRTimeline
Bernardo Wealth Planning LLC119,900$37M8.86%+90013F-HR/ATimeline
LEAVELL INVESTMENT MANAGEMENT, INC.119,371$36.9M1.82%+3,56013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC116,782$36.1M3.43%-37,49913F-HRTimeline
Cambridge Investment Research Advisors,…112,187$34.7M0.12%-18713F-HRTimeline
MEANS INVESTMENT CO., INC.110,147$34M3.61%-152,21613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC107,285$33.1M0.01%+1,48313F-HR/ATimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…101,180$31.3M0.56%+7,34713F-HRTimelineGroup
FC Advisory LLC99,996$30.9M10.44%-44413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding97,979$30.3M-7,851Timeline
One Capital Management, LLC97,582$30.1M1.02%-1,76513F-HRTimeline
ETF Portfolio Partners, Inc.93,985$29M8.74%+2,13813F-HRTimeline
Blue Edge Capital, LLC90,873$28.1M4.51%-2,39313F-HRTimeline
Erickson Financial Group, LLC83,323$25.7M19.21%-98313F-HRTimeline
Beacon Pointe Advisors, LLC82,408$25.5M0.29%-5,41013F-HRTimeline
EP Wealth Advisors, LLC80,936$25M0.2%-53013F-HRTimeline
Apriem Advisors79,216$24.5M2.87%+39,03613F-HRTimeline
D.A. DAVIDSON & CO.79,173$24.5M0.2%+4,91413F-HRTimeline
BHK Investment Advisors, LLC78,301$24.2M10.22%-10,30613F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…78,277$24.2M<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO76,323$23.6M<0.01%+4,74013F-HRTimelineGroup
HB Wealth Management, LLC75,498$23.3M0.2%+2,24513F-HRTimeline
Copperwynd Financial, LLC72,567$22.4M6.18%+1,97213F-HRTimeline
AMARA FINANCIAL, LLC.70,942$21.9M20.25%+23813F-HRTimeline
Avior Wealth Management, LLC70,455$21.8M0.83%-2,11113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP67,478$20.8M<0.01%+2,10013F-HRTimelineGroup
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …67,306$20.8M2.7%+44513F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…64,466$19.9M0.48%+22,27913F-HRTimelineGroup
Wealthfront Advisers LLC61,462$19M0.05%+3,29413F-HRTimeline
Zeit Capital LLC57,233$17.7M13.6%+2,04613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC56,617$17.5M0.61%-58713F-HRTimeline
Prospera Financial Services Inc56,133$17.3M0.4%-3,16013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding56,061$17.3M+11,210Timeline
IEQ CAPITAL, LLC54,332$16.8M0.13%+20313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC53,307$16.5M0.14%-1,39513F-HR/ATimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…50,530$15.6M0.06%-18,19013F-HRTimelineGroup
Sanctuary Advisors, LLC49,801$15.4M0.11%+4,46013F-HRTimeline
Blackston Financial Advisory Group, LLC49,622$15.3M10.4%-3,06313F-HR/ATimeline
Raab & Moskowitz Asset Management LLC48,308$14.9M3.75%-3,32513F-HRTimeline
MATHER GROUP, LLC.47,896$14.8M0.17%-3,88813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding47,305$14.6M+4,412Timeline
ODonnell Financial Services, LLC46,982$14.5M5.99%-4713F-HRTimeline
WealthShield Partners, LLC45,106$13.9M1.8%+5,70613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\44,333$13.7M0.02%-1,07613F-HRTimelineGroup
NWF Advisory Services Inc.44,330$13.7M1.92%-713F-HRTimeline
Von Berge Wealth Management Group, LLC43,939$13.6M8.75%+1,32513F-HRTimeline
Wheelhouse Advisory Group LLC43,906$13.6M7.74%+2,12613F-HRTimeline
TFB Advisors LLC43,784$13.5M3.9%-1,67313F-HRTimeline
Zhang Financial LLC43,542$13.4M0.71%+11,99513F-HRTimeline
Clarity Financial LLC40,866$12.6M1.45%+20,64513F-HRTimeline
Empirical Financial Services, LLC d.b.a…39,885$12.3M0.32%+1,17913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV38,516$11.9M0.95%+3,26213F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC38,185$11.8M0.07%013F-HRTimelineGroup
Darwin Wealth Management, LLC33,362$11.5M3.85%013F-HRTimeline
Texas Capital Bank Wealth Management Se…36,383$11.2M1.14%-1613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp35,694$11M<0.01%-33013F-HRTimelineGroup
Capital Planning LLC35,621$11M3.08%-41113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…35,556$11M0.16%-33313F-HRTimelineGroup
Focused Wealth Management, Inc35,147$10.9M1.48%-1,06113F-HRTimeline
CW Advisors, LLC35,013$10.8M0.13%new13F-HRTimeline
Pacific Center for Financial Services34,980$10.8M2.87%-1,10613F-HRTimeline
SOL Capital Management CO34,831$10.8M1.19%+1,84713F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT33,979$10.5M0.49%+28713F-HRTimeline
Foundations Investment Advisors, LLC32,936$10.2M0.19%-33,25313F-HRTimeline
Atria Wealth Solutions, Inc.32,935$10.2M0.12%-8,95913F-HRTimeline
Cascade Financial Partners, LLC32,769$10.1M1.28%+2,16013F-HRTimeline
PHILADELPHIA TRUST CO32,500$10M0.86%013F-HRTimeline
Clarus Wealth Advisors32,531$9.99M5.34%-14,46913F-HRTimeline
Cedar Point Capital Partners, LLC31,995$9.88M6.63%+43713F-HRTimeline
FMR LLCin group FMR LLC31,909$9.86M<0.01%+5,04813F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …30,106$9.3M0.02%-10,86013F-HRTimelineGroup
Steward Partners Investment Advisory, L…29,956$9.25M0.08%+3,74713F-HRTimeline
Kingsview Wealth Management, LLC29,813$9.21M0.17%+59713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,907$8.93M0.01%-71613F-HRTimelineGroup
Fingerlakes Wealth Management, Inc.28,776$8.89M7.56%+2,14013F-HRTimeline
Vestmark Advisory Solutions, Inc.28,559$8.82M0.23%-12,18513F-HRTimeline
Clifford Group, LLC27,067$8.36M7.81%+1,27613F-HRTimeline
Cypress Wealth Services, LLC26,905$8.31M1.69%-65213F-HRTimeline
BLAIR WILLIAM & CO/IL26,770$8.27M0.02%-2,50013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding26,209$8.1M-3,085Timeline
Quadcap Wealth Management, LLC26,040$8.04M1.17%new13F-HRTimeline
Private Advisor Group, LLC25,685$7.93M0.05%-7,56713F-HRTimeline
CENTAURUS FINANCIAL, INC.25,293$7.81M0.47%-1,24513F-HRTimeline
Resolute Advisors LLC25,104$7.75M2.24%+2913F-HRTimeline
Waverly Advisors, LLC24,433$7.55M0.09%+1,78613F-HRTimeline
VALICENTI ADVISORY SERVICES INC24,230$7.48M1.92%-19913F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP24,239$7.48M0.01%-1,70313F-HRTimeline
CHOREO, LLC23,535$7.27M0.11%-1,55813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.22,527$6.96M0.04%+2,74813F-HRTimeline
Royal Fund Management, LLC22,237$6.91M0.82%-23,19313F-HRTimeline
J.W. COLE ADVISORS, INC.21,896$6.76M0.21%+3,49713F-HRTimeline
Center For Asset Management LLC21,871$6.76M4.13%-7,89713F-HRTimeline
McClarren Financial Advisors, Inc.25,655$6.52M4.31%new13F-HRTimeline
Accredited Investors Inc.20,720$6.4M0.4%-73413F-HRTimeline
Avidian Wealth Enterprises, LLC19,689$6.08M0.27%-19913F-HRTimeline
Joel Isaacson & Co., LLC19,437$6M0.27%+71813F-HRTimeline
Wells Financial Advisors INC19,143$5.91M8.15%-1513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,735$5.79M0.2%+26613F-HRTimeline
Randall & Associates Wealth Management18,293$5.65M4.66%-1,56513F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC18,261$5.64M3.03%-813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…17,139$5.47M0.22%-20,53713F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding17,122$5.29M+4,601Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP16,581$5.12M<0.01%+7,86713F-HR/ATimelineGroup
Litman Gregory Wealth Management LLC16,230$5.01M0.43%013F-HRTimeline
Ethos Financial Group, LLC14,584$5.01M0.48%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED16,231$5.01M0.47%-2,43613F-HR/ATimeline
Mathes Company, Inc.15,790$4.88M1.98%013F-HRTimeline
Sicart Associates LLC15,730$4.86M1.68%+5,38213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…15,205$4.7M0.26%-13113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.14,018$4.33M0.12%-4,59813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,921$4.3M0.01%+11,52713F-HR/ATimelineGroup
BARCLAYS PLCin group BARCLAYS PLC13,829$4.27M<0.01%+13,35213F-HR/ATimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…13,662$4.22M0.01%-2,80013F-HR/ATimelineGroup
Breakwater Investment Management13,569$4.19M1.79%+5813F-HRTimeline
Ifrah Financial Services, Inc.13,440$4.15M1.19%-1,18513F-HRTimeline
Fisher Asset Management, LLC13,426$4.15M<0.01%+84413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management13,387$4.13M0.06%+64213F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC13,269$4.1M0.06%+7613F-HRTimeline
Quantum Capital Management, LLC / NJ13,174$4.07M0.42%-11713F-HRTimeline
Baring Financial LLC13,098$4.05M3.4%+57113F-HRTimeline
GeoWealth Management, LLC12,885$3.98M0.16%-40,79513F-HRTimeline
Wealthspire Advisors, LLC12,824$3.96M0.02%+7,13113F-HRTimeline
Flagship Private Wealth, LLC12,675$3.91M1.86%+55013F-HRTimeline
Advisory Services Network, LLC12,494$3.86M0.07%+3,46313F-HRTimeline
NewEdge Advisors, LLC12,336$3.81M0.02%-96913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12,249$3.78M0.11%+12,19213F-HRTimelineGroup
Strategic Financial Partners, Ltd.12,237$3.78M1.99%-19213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.11,837$3.66M0.01%-27313F-HRTimelineGroup
NOVEM GROUP11,502$3.55M0.5%+28913F-HRTimeline
Alpha Cubed Investments, LLC11,487$3.55M0.16%-31413F-HRTimeline
Integrated Wealth Concepts LLC11,310$3.49M0.04%-71313F-HRTimeline
Sharkey, Howes & Javer11,213$3.46M0.5%-6,01413F-HRTimeline
INTEGRITY ALLIANCE, LLC.11,021$3.4M0.13%+4,55613F-HRTimeline
Bawa N Mallick Trust11,004$3.4M1.61%013F-HRTimeline
IFP Advisors, Inc10,837$3.35M0.1%-76813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,687$3.3M0.01%-15,72913F-HRTimelineGroup
ENCOMPASS WEALTH ADVISORS, LLC10,584$3.27M1.33%-17013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,542$3.26M0.34%+5,52813F-HRTimeline
Checchi Capital Advisers, LLC10,506$3.25M0.23%-5,81313F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC10,505$3.24M1.85%-41313F-HRTimeline
Pinnacle Bancorp, Inc.10,344$3.2M1.04%-12313F-HRTimeline
Horizon Investment Services, LLC10,285$3.18M1.54%-83613F-HRTimeline
Consolidated Portfolio Review Corp10,251$3.17M0.51%+25713F-HRTimeline
Forum Private Client Group LLC10,156$3.14M1.36%-14013F-HRTimeline
Milestone Asset Management Group, LLC10,044$3.1M2.8%+80213F-HRTimeline
MAI Capital Management9,885$3.05M0.02%-1,55813F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…9,881$3.05M1.44%+26913F-HRTimelineGroup
Pillar Financial Advisors, LLC9,880$3.05M2.27%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,702$3M0.19%-68113F-HRTimelineGroup
Sheridan Capital Management, LLC9,454$2.92M2.13%+15913F-HRTimeline
Silicon Valley Capital Partners9,422$2.91M0.38%013F-HRTimeline
First Horizon Advisors, Inc.9,355$2.89M0.08%-43613F-HRTimeline
BluePointe Capital Management, LLC9,342$2.89M1.1%+2,19213F-HRTimeline
Main Street Financial Solutions, LLC9,327$2.88M0.25%+8,54413F-HRTimeline
Accretive Wealth Partners, LLC9,000$2.88M1.02%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC9,276$2.87M0.37%-43113F-HRTimeline
Ballentine Partners, LLC9,241$2.85M0.05%-16613F-HRTimeline