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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
ASSETMARK, INCin group ASSETMARK, INC8,503,196$3.42B7.34%+558,60213F-HRTimelineGroup
Cassaday & Co Wealth Management LLC3,719,216$1.5B34.5%-18,12513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,373,726$955M0.06%+39,76813F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,921,817$773M0.06%-32,37313F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS1,596,147$642M1.31%-72,59113F-HRTimeline
Howard Capital Management, LLC1,264,663$509M6.73%-5,32913F-HRTimeline
LPL Financial LLC1,168,718$470M0.14%+65,95713F-HRTimeline
UBS Group AGin group UBS Group AG1,090,923$439M0.09%+122,27513F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding939,068$378M-95,962Timeline
VANTAGEPOINT INVESTMENT ADVISERS LLC833,920$336M2.74%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC798,935$322M0.07%+17,25413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN707,637$285M0.06%+8,50613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.702,853$281M0.39%+78,98713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding679,845$274M-2,084Timeline
Merit Financial Group, LLC538,959$217M1.99%+181,13213F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…524,170$211M0.13%-7,37313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC444,933$179M0.29%-5,00513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA440,942$177M0.03%-1,37513F-HRTimelineGroup
COMERICA BANK348,315$140M0.53%-35,75913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC340,942$137M0.04%+6,20813F-HRTimelineGroup
Prime Capital Investment Advisors, LLC301,428$121M1.52%-35,73313F-HRTimeline
Facet Wealth, Inc.278,819$112M2.32%+11,15113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…278,033$112M0.22%+5,10813F-HRTimelineGroup
PETREDIS INVESTMENT ADVISORS LLC276,035$111M8.92%-4013F-HRTimeline
Kensington Asset Management, LLC261,800$105M6.31%013F-HRTimeline
Portfolio Strategies, Inc.245,203$98.7M11.47%-4,07613F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP242,600$97.6M0.15%-23,60013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC225,058$90.6M0.12%-9,53213F-HRTimeline
HighTower Advisors, LLC221,443$89.1M0.1%+7,38313F-HRTimeline
Black Diamond Financial, LLC221,321$89.1M9.98%+60,79913F-HRTimeline
Falcon Wealth Planning218,498$87.9M7.91%+3,99213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…211,528$85.1M0.06%+54,57413F-HRTimelineGroup
IFC Advisors LLC187,284$75.4M13.81%-30,15113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP184,145$74.1M0.07%-9,27313F-HRTimelineGroup
Cetera Investment Advisers181,943$73.2M0.09%+31,14313F-HRTimeline
Mariner, LLCin group Mariner, LLC174,094$70.1M0.09%-3,29913F-HRTimelineGroup
Gratus Wealth Advisors, LLC168,352$67.7M9.54%-5113F-HRTimeline
Beacon Capital Management, LLC165,376$66.6M9.46%-9,45813F-HRTimeline
Praetorian Wealth Management, Inc.158,140$63.6M13.06%+5,99513F-HRTimeline
CX Institutional150,740$60.7M1.84%-44,62913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC149,773$60.3M0.01%+47,34413F-HRTimelineGroup
Leelyn Smith, LLC143,945$57.9M8.72%-3,06513F-HRTimeline
Creative Planningin group Creative Planning135,219$54.4M0.04%-43613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…132,143$53.5M0.08%-35,19013F-HRTimeline
Janney Montgomery Scott LLC126,814$51M0.12%-32913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.121,543$49M2.06%+2,00513F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC116,877$47M4.01%-7413F-HRTimeline
Cambridge Investment Research Advisors,…112,259$45.2M0.12%+27613F-HRTimeline
MML INVESTORS SERVICES, LLC111,981$45.1M0.12%-20,76913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC108,863$43.8M0.18%+3,56913F-HRTimelineGroup
Bernardo Wealth Planning LLC108,862$43.8M8.59%-13,48613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO100,293$40.4M<0.01%+16,97113F-HR/ATimelineGroup
MEANS INVESTMENT CO., INC.98,738$39.7M3.44%-7,26213F-HRTimeline
Apriem Advisors98,337$39.6M3.74%+4,36113F-HRTimeline
Blue Edge Capital, LLC95,429$38.4M5.46%+5,92713F-HRTimeline
FC Advisory LLC93,928$37.8M11.06%-4,40813F-HRTimeline
DT Investment Partners, LLC89,421$36M3.04%+87,62813F-HRTimeline
ETF Portfolio Partners, Inc.86,165$34.7M9.23%-8,98313F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …94,048$34.4M4.06%+5,23713F-HRTimelineGroup
D.A. DAVIDSON & CO.79,813$32.1M0.21%+63513F-HRTimeline
BHK Investment Advisors, LLC75,637$30.4M11.37%-2,61013F-HRTimeline
Redhawk Wealth Advisors, Inc.75,619$30.4M3.53%+66,96313F-HRTimeline
HB Wealth Management, LLC75,253$30.3M0.21%-12013F-HRTimeline
Erickson Financial Group, LLC74,489$30M18.83%-5813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding73,877$29.7M+8,433Timeline
Kestra Advisory Services, LLCgroup of 2 filers holding71,430$28.7M+944Timeline
Clarity Financial LLC70,923$28.5M2.83%-2,69813F-HRTimeline
AMARA FINANCIAL, LLC.69,764$28.1M20.68%+4,96513F-HRTimeline
Avior Wealth Management, LLC66,946$26.9M0.87%-2,88113F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…66,450$26.7M0.08%+5,50013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…65,584$26.4M0.46%-3,66713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP60,655$24.4M<0.01%-73713F-HRTimelineGroup
Wealthfront Advisers LLC59,795$24.1M0.06%+8113F-HRTimeline
Zeit Capital LLC57,098$23M15.62%-35313F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC56,945$22.9M0.13%-15013F-HRTimelineGroup
Prospera Financial Services Inc56,136$22.6M0.39%-29713F-HRTimeline
IEQ CAPITAL, LLC55,812$22.5M0.07%-24713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC55,115$22.2M0.64%-44313F-HRTimeline
Sanctuary Advisors, LLC55,033$22.1M0.13%+2,86013F-HR/ATimeline
Clarus Wealth Advisors54,812$22.1M9.79%-17713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding52,236$21.3M+3,896Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV51,491$20.7M1.39%+1,65813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC50,748$20.4M0.12%+1,75613F-HR/ATimelineGroup
Empirical Financial Services, LLC d.b.a…48,651$19.6M0.39%+7,27013F-HRTimeline
ODonnell Financial Services, LLC48,391$19.5M6.93%+98113F-HRTimeline
Zhang Financial LLC47,778$19.2M0.78%+2,89213F-HRTimeline
Raab & Moskowitz Asset Management LLC47,266$19M4.25%-23913F-HRTimeline
Wheelhouse Advisory Group LLC47,258$19M8.19%+1,25913F-HRTimeline
Blackston Financial Advisory Group, LLC46,346$18.7M11.08%-83413F-HR/ATimeline
WealthShield Partners, LLC45,601$18.3M2.08%+12813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\44,571$18M0.02%+33713F-HRTimelineGroup
SOL Capital Management CO43,847$17.6M1.58%+2,08013F-HRTimeline
Systelligence, LLC40,134$16.2M3.06%new13F-HRTimeline
NWF Advisory Services Inc.40,005$16.1M1.77%-4,20213F-HRTimeline
Kingsview Wealth Management, LLC40,003$16.1M0.25%+7,79413F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT38,609$15.5M0.63%+1,87313F-HRTimeline
Wealthspire Retirement, LLC38,219$15.4M0.98%-3,46913F-HR/ATimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…38,097$15.3M0.2%-49113F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.37,725$15.2M0.29%-36,50113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp36,709$14.8M<0.01%+1,16613F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …36,652$14.7M0.02%+3,04613F-HRTimelineGroup
TFB Advisors LLC36,102$14.4M4.2%-6,96713F-HRTimeline
FMR LLCin group FMR LLC35,533$14.3M<0.01%+4,85813F-HRTimelineGroup
Pacific Center for Financial Services34,825$14M3.57%-2513F-HRTimeline
Focused Wealth Management, Inc34,610$13.9M1.51%-26613F-HRTimeline
Cascade Financial Partners, LLC34,291$13.8M1.58%-41613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP34,474$13.8M0.01%+9,83813F-HRTimelineGroup
Foundations Investment Advisors, LLC33,287$13.4M0.19%-60713F-HRTimeline
Texas Capital Bank Wealth Management Se…33,129$13.3M1.1%-46813F-HRTimeline
PHILADELPHIA TRUST CO32,500$13.1M0.92%013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC31,093$12.5M5.3%+3,00113F-HRTimeline
Cedar Point Capital Partners, LLC30,387$12.2M8.02%-21213F-HRTimeline
Darwin Wealth Management, LLC30,309$12.2M3.88%-98213F-HRTimeline
Fingerlakes Wealth Management, Inc.29,937$12M7.86%+73113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP29,612$11.9M0.02%+1,21413F-HRTimelineGroup
J.W. COLE ADVISORS, INC.29,588$11.9M0.23%+1,24213F-HRTimeline
Steward Partners Investment Advisory, L…28,759$11.6M0.07%-2,54513F-HRTimeline
Clifford Group, LLC27,662$11.1M8.67%-26313F-HRTimeline
Waverly Advisors, LLC27,243$11M0.11%+7,10813F-HRTimeline
Elevation Capital Advisory, LLC27,225$11M4.38%+23,40513F-HRTimeline
BLAIR WILLIAM & CO/IL26,637$10.7M0.03%-1,93513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED26,415$10.6M0.8%+6,43713F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV26,297$10.6M3.08%+19313F-HRTimeline
Cypress Wealth Services, LLC25,881$10.4M1.71%-36413F-HRTimeline
CENTAURUS FINANCIAL, INC.25,854$10.4M0.49%+24113F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding25,408$10.2M+151Timeline
VANGUARD GROUP INCgroup of 2 filers holding25,251$10.2M+5,126Timeline
Randall & Associates Wealth Management25,228$10.2M7.37%+4,09113F-HRTimeline
Resolute Advisors LLC25,130$10.1M2.6%+2613F-HRTimeline
Private Advisor Group, LLC24,406$9.82M0.05%-4,88613F-HRTimeline
VALICENTI ADVISORY SERVICES INC24,077$9.69M2.08%+2513F-HRTimeline
Capital Planning LLC22,680$9.13M2.66%-13113F-HRTimeline
Quadcap Wealth Management, LLC22,385$9.01M1.06%-4,97713F-HRTimeline
Center For Asset Management LLC21,847$8.79M4.69%-7,23013F-HRTimeline
McClarren Financial Advisors, Inc.29,131$8.57M5.24%+7,76513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.21,253$8.55M0.01%-35313F-HRTimelineGroup
World Investment Advisors21,235$8.55M0.17%+11,33113F-HRTimeline
CHOREO, LLC21,155$8.52M0.11%+9713F-HRTimeline
Richard P Slaughter Associates Inc21,052$8.47M1.83%-5,16613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC20,960$8.43M0.2%-1,86913F-HRTimeline
SPC Financial, Inc.20,902$8.41M0.66%new13F-HRTimeline
Accredited Investors Inc.20,592$8.29M0.46%-7813F-HRTimeline
FSC Wealth Advisors, LLC20,566$8.28M4.77%-25513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,562$8.27M0.01%+17,36913F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP20,233$8.1M0.01%-2,03613F-HRTimeline
MGO ONE SEVEN LLC20,094$8.09M0.19%+13,66313F-HRTimeline
Joel Isaacson & Co., LLC19,339$7.78M0.28%-9813F-HRTimeline
NewEdge Advisors, LLC19,243$7.74M0.04%+6,73913F-HRTimeline
Wells Financial Advisors INC19,123$7.7M10.3%013F-HRTimeline
Gladwyn Financial Advisors, Inc.19,082$7.68M5.51%-4413F-HRTimeline
Alexis Investment Partners, LLC18,741$7.51M3.02%-4,46913F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC17,997$7.24M1.22%+11,16713F-HRTimeline
OKABENA INVESTMENT SERVICES INC17,807$7.17M1.39%new13F-HRTimeline
Royal Fund Management, LLC17,611$7.1M0.85%-3,99013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC17,417$7.01M3.5%-76713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC17,404$7M<0.01%+2,12113F-HRTimelineGroup
Global Retirement Partners, LLC16,447$6.62M0.15%+25813F-HRTimeline
Litman Gregory Wealth Management LLC16,230$6.53M0.49%013F-HRTimeline
HARBOUR INVESTMENTS, INC.16,051$6.46M0.15%+99213F-HRTimeline
Mathes Company, Inc.15,790$6.35M2.28%013F-HRTimeline
MATHER GROUP, LLC.15,526$6.25M0.06%-30,78713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC15,338$6.17M<0.01%+5,30313F-HRTimelineGroup
Baring Financial LLC15,179$6.11M4.16%+1,05813F-HRTimeline
Sicart Associates LLC14,821$5.96M1.62%+19313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management14,757$5.94M0.07%+56113F-HRTimelineGroup
Checchi Capital Advisers, LLC14,663$5.9M0.41%+5,16013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC14,637$5.89M0.05%+1,51713F-HRTimeline
Fiduciary Alliance LLC13,769$5.54M0.37%+59213F-HRTimeline
Carr Financial Group Corp13,394$5.39M1.48%-1,69613F-HRTimeline
Flagship Private Wealth, LLC13,171$5.3M2.13%+2113F-HRTimeline
Ifrah Financial Services, Inc.13,007$5.23M1.36%-13613F-HRTimeline
Jackson Wealth Management, LLC12,981$5.22M0.52%+8613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12,936$5.21M0.21%-1,27913F-HRTimelineGroup
WIN ADVISORS, INC12,926$5.2M2.53%-7,33313F-HRTimeline
Avidian Wealth Enterprises, LLC12,917$5.2M0.2%-6,76713F-HRTimeline
Integrated Wealth Concepts LLC12,710$5.11M0.05%+18313F-HRTimeline
Orion Porfolio Solutions, LLC12,551$5.05M0.04%-37013F-HRTimeline
Breakwater Investment Management12,474$5.02M1.85%-19513F-HRTimeline
Maridea Wealth Management LLC12,208$4.97M0.77%+10,72013F-HRTimeline
Advisory Services Network, LLC12,232$4.92M0.07%-113F-HRTimeline
Tactive Advisors, LLC12,194$4.91M1.39%+6413F-HRTimeline
TUDOR INVESTMENT CORP ET AL12,189$4.91M0.03%+9,80913F-HR/ATimeline
Strategic Financial Partners, Ltd.12,128$4.88M2.24%-14513F-HRTimeline
Wealthspire Advisors, LLC12,064$4.85M0.03%+45013F-HRTimeline
Gateway Wealth Partners, LLC11,904$4.79M0.65%+65613F-HRTimeline
Consolidated Portfolio Review Corp11,815$4.75M0.6%+1,83413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC11,797$4.75M0.33%+25513F-HRTimeline
AE Wealth Management LLC11,740$4.72M0.03%-7,84913F-HRTimeline
Worth Asset Management, LLC11,628$4.68M2.1%+1,61813F-HRTimeline
Milestone Asset Management Group, LLC11,401$4.59M2.89%+78413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,249$4.53M0.01%+1,31213F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding11,208$4.51M+5,184Timeline
Plan Group Financial, LLC11,080$4.46M1.2%+3,27213F-HRTimeline
Bawa N Mallick Trust11,004$4.43M1.68%013F-HRTimeline
Atria Investments, Inc10,814$4.35M0.05%-82213F-HRTimeline
Sharkey, Howes & Javer10,724$4.32M0.55%+213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC10,668$4.29M1.05%+57713F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC10,506$4.23M1.44%-513F-HRTimeline
Berger Financial Group, Inc10,473$4.21M0.25%+4,45713F-HRTimeline
IFP Advisors, Inc10,393$4.18M0.11%-20413F-HR/ATimeline