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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
ASSETMARK, INCin group ASSETMARK, INC8,486,761$3.12B6.36%-104,07113F-HRTimelineGroup
Cassaday & Co Wealth Management LLC3,719,368$1.37B29.11%+48,16513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,549,417$937M0.06%-101,75513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,033,250$747M0.05%-25,52113F-HRTimelineGroup
LPL Financial LLC1,154,761$424M0.11%-19,09113F-HRTimeline
UBS Group AGgroup of 2 filers holding1,048,049$385M-52,685Timeline
CAPTRUST FINANCIAL ADVISORS869,407$319M0.56%-194,50713F-HRTimeline
VANTAGEPOINT INVESTMENT ADVISERS LLC859,017$316M2.67%-16,10613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC796,750$293M0.07%+35,24213F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN749,477$275M0.05%+1,62213F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding712,320$262M+31,866Timeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding574,077$211M-233,719Timeline
Cerity Partners LLCin group Cerity Partners LLC541,188$201M0.28%+90,58713F-HRTimelineGroup
Merit Financial Group, LLC542,393$199M1.48%-90,34913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…531,713$195M0.11%+14,06413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA466,332$171M0.03%+9,14513F-HRTimelineGroup
Howard Capital Management, LLC454,704$167M2.73%-809,95913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC434,071$159M0.05%+66,02613F-HRTimelineGroup
Facet Wealth, Inc.326,511$120M2.08%+18,36013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.286,053$105M0.15%+54,51313F-HRTimelineGroup
PETREDIS INVESTMENT ADVISORS LLC275,168$101M8.27%+83013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP254,840$93.6M0.08%+33,72013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…239,281$87.9M0.16%-5,12213F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding237,720$87.3M+226,908Timeline
Portfolio Strategies, Inc.234,679$86.5M10.67%-3,84513F-HRTimeline
Strategic Investment Advisors / MI235,025$86.4M5.97%+50,60213F-HRTimeline
Falcon Wealth Planning233,737$85.9M5.85%+13,25313F-HRTimeline
HighTower Advisors, LLC226,497$83.2M0.09%-2,97313F-HRTimeline
Black Diamond Financial, LLC208,474$76.6M8.36%-11,81213F-HRTimeline
Mariner, LLCin group Mariner, LLC195,895$72M0.08%+9,17613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP192,273$70.7M0.06%+3,85513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC188,628$69.3M0.1%-21,93813F-HRTimeline
IFC Advisors LLC187,508$68.9M9.86%+5,06013F-HRTimeline
Prime Capital Investment Advisors, LLC185,052$68M0.79%+2,12413F-HRTimeline
Praetorian Wealth Management, Inc.168,397$64.6M12.28%+9,04913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…173,959$63.9M0.04%-57,49513F-HRTimelineGroup
Gratus Wealth Advisors, LLC162,614$59.8M8.64%-4,33413F-HRTimeline
Cetera Investment Advisers156,790$57.6M0.06%-32,93913F-HRTimeline
Leelyn Smith, LLC152,036$55.9M7.83%+8,77013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO148,495$52.5M<0.01%+33,12613F-HR/ATimelineGroup
Beacon Capital Management, LLC135,363$49.7M8.78%-20,86313F-HRTimeline
Creative Planningin group Creative Planning134,579$49.4M0.03%-1,43213F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.126,300$46.4M1.9%+3,86613F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC119,065$43.7M3.82%+2,21513F-HRTimeline
Cambridge Investment Research Advisors,…111,482$41M0.11%+5,13613F-HRTimeline
Bernardo Wealth Planning LLC103,956$38.2M7.48%-3,39813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC103,174$37.9M0.15%-2,14313F-HRTimelineGroup
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …97,943$36M3.5%+4,33513F-HRTimelineGroup
MEANS INVESTMENT CO., INC.95,771$35.2M3.07%-91513F-HRTimeline
Beacon Pointe Advisors, LLC94,646$34.8M0.18%+87,62413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…93,820$34.6M0.08%-45,05013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC94,079$34.6M<0.01%-32,66113F-HRTimelineGroup
FC Advisory LLC93,265$34.3M10.01%+63513F-HRTimeline
Blue Edge Capital, LLC91,387$33.6M4.46%-6,08213F-HRTimeline
DT Investment Partners, LLC91,214$33.5M2.79%-99913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding90,880$33.4M+22,015Timeline
MML INVESTORS SERVICES, LLC89,900$33M0.09%-20,22913F-HRTimeline
ETF Portfolio Partners, Inc.89,305$32.8M8.62%+2,27313F-HRTimeline
D.A. DAVIDSON & CO.83,274$30.6M0.19%+1,46113F-HRTimeline
EP Wealth Advisors, LLC80,573$29.6M0.15%+71313F-HRTimeline
BHK Investment Advisors, LLC78,444$28.8M9.63%-43313F-HRTimeline
HB Wealth Management, LLC75,664$27.8M0.18%+58713F-HRTimeline
CX Institutional74,199$27.3M0.83%-69,51613F-HRTimeline
Erickson Financial Group, LLC74,021$27.2M17.04%+2,07313F-HRTimeline
Wealthfront Advisers LLC69,764$25.6M0.06%+6,69713F-HRTimeline
Prospera Financial Services Inc65,414$24M0.39%+6,70613F-HRTimeline
Gateway Wealth Partners, LLC63,175$23.2M0.9%+50,87913F-HRTimeline
Apriem Advisors63,152$23.2M2.21%-36,04613F-HRTimeline
Clarity Financial LLC62,697$23M2.51%-9,27713F-HRTimeline
AMARA FINANCIAL, LLC.62,600$23M15.86%-2,98613F-HRTimeline
&PARTNERS60,594$22.3M0.11%-9,98813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP61,152$21.7M0.01%+13,96213F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP58,240$21.4M<0.01%-45613F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC58,095$21.3M0.1%+1,99013F-HRTimelineGroup
Clarus Wealth Advisors54,724$20.5M8.73%+63513F-HRTimeline
Zeit Capital LLC55,241$20.3M13.58%-1,30513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…55,178$20.3M0.22%-36,73613F-HRTimelineGroup
IEQ CAPITAL, LLC54,827$20.1M0.09%-10,99413F-HRTimeline
Avior Wealth Management, LLC54,205$19.9M0.56%-3,80313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV54,061$19.9M1.21%+1,64213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC53,910$19.8M0.58%-98113F-HR/ATimeline
Independent Advisor Alliance53,499$19.7M0.21%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…53,214$19.6M0.76%-2,25713F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC53,177$19.5M0.01%new13F-HRTimeline
Sanctuary Advisors, LLC52,672$19.4M0.1%-92913F-HRTimeline
Empirical Financial Services, LLC d.b.a…52,217$19.2M0.33%+2,64113F-HRTimeline
Zhang Financial LLC51,209$18.8M0.65%+1,94013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding55,933$18.8M+4,653Timeline
Wheelhouse Advisory Group LLC49,661$18.2M6.05%+1,61213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC49,486$18.2M0.09%+54113F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding49,452$18.2M-21,139Timeline
ODonnell Financial Services, LLC49,157$18M6.22%+40713F-HRTimeline
Kingsview Wealth Management, LLC47,148$17.3M0.24%+3,36113F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT45,713$16.8M0.69%+1,71213F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …45,064$16.6M0.03%+1,93413F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC44,914$16.5M3.67%-1,58113F-HRTimeline
Blackston Financial Advisory Group, LLC44,115$16.2M10.16%-19513F-HRTimeline
WealthShield Partners, LLC43,954$16.1M1.8%-69213F-HRTimeline
Cresset Asset Management, LLC43,365$15.9M0.07%+42,27213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC43,166$15.9M0.01%+8,49013F-HRTimelineGroup
Wealthspire Retirement, LLC41,822$15.4M0.92%+4,17313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\41,408$15.2M0.02%-3,19113F-HRTimelineGroup
FMR LLCin group FMR LLC41,002$15.1M<0.01%+2,44113F-HRTimelineGroup
OKABENA INVESTMENT SERVICES INC39,848$14.6M2.82%+14,24513F-HRTimeline
NWF Advisory Services Inc.39,481$14.5M1.64%+61313F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp39,324$14.4M0.81%+30,47413F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…37,680$13.8M0.17%+1,73213F-HRTimelineGroup
Foundations Investment Advisors, LLC37,665$13.8M0.17%+2,54013F-HRTimeline
Cascade Financial Partners, LLC36,621$13.5M1.39%-65713F-HRTimeline
Vestmark Advisory Solutions, Inc.36,102$13.3M0.15%-2,06913F-HRTimeline
Focused Wealth Management, Inc34,191$12.6M1.31%-32913F-HRTimeline
Pacific Center for Financial Services34,027$12.5M3.17%-79813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC33,453$12.3M0.39%-1,25713F-HRTimeline
Randall & Associates Wealth Management33,191$12.2M8.22%+3,38513F-HRTimeline
Texas Capital Bank Wealth Management Se…32,941$12.1M0.72%-16213F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC32,676$12M5.03%+84313F-HRTimeline
PHILADELPHIA TRUST CO32,500$11.9M0.84%013F-HRTimeline
Sherman Wealth Management LLC32,262$11.9M10.18%-25213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp31,093$11.4M<0.01%+37913F-HRTimelineGroup
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV30,770$11.3M3.24%+22213F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC29,642$10.9M8.06%-16613F-HRTimeline
Steward Partners Investment Advisory, L…29,404$10.8M0.06%+1,92213F-HRTimeline
Clifford Group, LLC29,165$10.7M8.25%+1,25213F-HRTimeline
Cedar Point Capital Partners, LLC29,056$10.7M6.93%+1,33113F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding28,567$10.5M+25,131Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,409$10.4M0.01%+1,20813F-HRTimelineGroup
Fingerlakes Wealth Management, Inc.28,184$10.4M6.87%-1,11713F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC27,833$10.2M0.42%new13F-HRTimelineGroup
Investment Insight Wealth Management, L…27,211$10M10.78%-2,44513F-HRTimeline
Waverly Advisors, LLC27,186$9.99M0.07%-1,56613F-HRTimeline
Capital Planning LLC27,060$9.94M3.23%+3,97313F-HRTimeline
Darwin Wealth Management, LLC26,832$9.86M3.07%-2,17313F-HRTimeline
HARBOUR INVESTMENTS, INC.26,808$9.85M0.15%+10,52013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding25,928$9.53M+500Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.25,852$9.5M0.01%+4,48313F-HRTimelineGroup
Resolute Advisors LLC25,197$9.26M3.83%+2213F-HRTimeline
CENTAURUS FINANCIAL, INC.25,122$9.23M0.44%+6013F-HRTimeline
Quadcap Wealth Management, LLC24,589$9.04M1.03%+1,22113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC24,267$8.92M0.2%+1,30213F-HR/ATimeline
Cypress Wealth Services, LLC24,079$8.85M1.25%-1,05913F-HRTimeline
BLAIR WILLIAM & CO/IL23,203$8.53M0.02%-8,77113F-HRTimeline
Baring Financial LLC22,990$8.45M5.17%+77813F-HRTimeline
Private Advisor Group, LLC22,972$8.44M0.04%+513F-HRTimeline
TFB Advisors LLC22,956$8.43M4.42%-12,81813F-HRTimeline
Royal Fund Management, LLC21,669$7.98M0.76%+7813F-HRTimeline
WAYSTONE ADVISORS LLC21,681$7.97M7.12%-66413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC21,492$7.9M0.01%+6,40513F-HRTimelineGroup
Gladwyn Financial Advisors, Inc.21,418$7.87M5.48%+2,22413F-HRTimeline
McClarren Financial Advisors, Inc.21,112$7.76M4.59%-16,73913F-HRTimeline
Alexis Investment Partners, LLC21,811$7.71M5.31%+2,39813F-HRTimeline
GTS SECURITIES LLC20,978$7.71M0.27%+16,46013F-HRTimeline
NewEdge Advisors, LLC20,807$7.65M0.03%-10713F-HR/ATimeline
VALICENTI ADVISORY SERVICES INC20,733$7.62M1.66%-12013F-HRTimeline
CHOREO, LLC20,651$7.59M0.09%-53913F-HRTimeline
Coquina Private Wealth LLC20,216$7.43M5.97%+3,79413F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC20,158$7.41M1%+3,03013F-HRTimeline
Center For Asset Management LLC20,074$7.38M3.66%-65713F-HRTimeline
AlphaCore Capital LLC19,776$7.27M0.17%-2,74913F-HRTimeline
Joel Isaacson & Co., LLC19,609$7.21M0.24%+75613F-HRTimeline
Accredited Investors Inc.19,535$7.18M0.39%-48513F-HRTimeline
Richard P Slaughter Associates Inc19,509$7.17M1.55%-34913F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP20,233$7.15M0.01%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.19,109$7.02M0.01%13F-HRTimelineGroup
AMERICAN FINANCIAL & TAX STRATEGIES INC18,082$6.64M3.23%+48013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…17,488$6.43M0.2%+6,54813F-HR/ATimelineGroup
Elevation Capital Advisory, LLC16,656$6.12M2.61%+3,60713F-HRTimeline
MGO ONE SEVEN LLC16,398$6.03M0.12%-1,91313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC81,110$5.96M0.04%+64,92713F-HRTimeline
HUB Investment Partners, LLC16,081$5.91M0.14%+9,64213F-HRTimeline
One Capital Management, LLC15,899$5.84M0.16%+7,84913F-HRTimeline
Mathes Company, Inc.15,790$5.8M2.12%013F-HRTimeline
Plan Group Financial, LLC15,532$5.71M1.34%+2,99513F-HRTimeline
Sicart Associates LLC15,371$5.65M1.45%+50013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management15,013$5.52M0.06%-6113F-HRTimelineGroup
Fiduciary Alliance LLC13,318$5.45M0.33%-31313F-HRTimeline
Milestone Asset Management Group, LLC14,746$5.42M3.17%+85713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED14,531$5.34M0.39%-7,38613F-HRTimeline
AE Wealth Management LLC14,326$5.26M0.03%-65313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14,308$5.26M0.14%+12,47313F-HRTimelineGroup
Quantinno Capital Management LP14,086$5.18M0.01%+3,93113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,079$5.17M0.01%+6,19013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13,749$5.05M0.17%+2,56513F-HRTimelineGroup
KINTRA WEALTH, LLC13,727$5.04M0.36%new13F-HRTimeline
Cornerstone Financial Management LLC13,378$4.92M4.51%+36113F-HR/ATimeline
Jackson Wealth Management, LLC13,290$4.88M0.5%+21713F-HRTimeline
IFP Advisors, Inc12,986$4.77M0.1%-18613F-HRTimeline
Flagship Private Wealth, LLC12,976$4.77M1.94%-14713F-HRTimeline
Junk Investment Group, LLC12,952$4.76M2.5%13F-HRTimeline
Hoffman, Alan N Investment Management12,921$4.75M3.13%+31413F-HRTimeline
Avidian Wealth Enterprises, LLC12,865$4.73M0.15%-1913F-HRTimeline
Berger Financial Group, Inc12,723$4.67M0.26%+91813F-HRTimeline
Tactive Advisors, LLC12,380$4.55M1.28%+94113F-HRTimeline
Ifrah Financial Services, Inc.12,198$4.48M1.18%-49713F-HRTimeline
Breakwater Investment Management12,122$4.45M1.66%-11413F-HRTimeline
Mayfair Advisory Group, LLC12,084$4.44M1.55%+81513F-HRTimeline
World Investment Advisors11,913$4.38M0.07%-12,01013F-HRTimeline
Stone Wealth Partners11,760$4.32M3.88%+56013F-HRTimeline
Strategic Financial Partners, Ltd.11,736$4.31M1.86%-19413F-HRTimeline
Advisory Services Network, LLC11,725$4.31M0.06%-35613F-HRTimeline
Atria Investments, Inc11,708$4.3M0.05%+99713F-HRTimeline