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Disclosery

MGK VANGUARD WORLD FD

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SHS (fund)

Filings received so far for Q3 2026: 67 13F filers report a position in MGK shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
FC Advisory LLC465,370$43.1M11.3%+6,33013F-HRTimeline
CX Institutional357,048$33.1M0.9%+12,73513F-HRTimeline
Avior Wealth Management, LLC264,155$24.5M0.65%-3,30813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC162,099$15M0.97%+158,71513F-HRTimeline
Sherman Wealth Management LLC159,743$14M10.57%013F-HRTimeline
Capital Planning LLC133,708$12.4M3.29%-2113F-HRTimeline
Baring Financial LLC112,672$10.4M5.63%+2,24013F-HRTimeline
Gladwyn Financial Advisors, Inc.104,735$9.7M6.2%-1,89313F-HRTimeline
Farther Finance Advisors, LLC71,405$6.62M0.05%-1,70313F-HRTimeline
Sound Income Strategies, LLC68,074$6.38M0.28%+5,56713F-HRTimeline
Tactive Advisors, LLC64,140$5.94M1.43%-40013F-HRTimeline
Avidian Wealth Enterprises, LLC61,352$5.68M0.16%-2,40913F-HRTimeline
Breakwater Capital Group54,840$5.08M0.6%+95213F-HRTimeline
CoreCap Advisors, LLC41,108$3.81M0.11%+75513F-HRTimeline
First Heartland Consultants, Inc.36,630$3.39M0.23%+2,64313F-HRTimeline
Merited Wealth, LLC35,651$3.3M2.29%-28413F-HRTimeline
Worth Asset Management, LLC17,005$1.58M0.46%+93713F-HRTimeline
Adirondack Capital Advisors, LLC16,705$1.55M0.8%+35013F-HRTimeline
Heartwood Wealth Advisors LLC12,760$1.18M0.09%+37013F-HRTimeline
Weaver Consulting Group12,209$1.13M0.22%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC10,033$940K0.14%013F-HRTimeline
Balefire, LLC9,099$843K0.13%+5913F-HRTimeline
Asempa Wealth Advisors8,805$817K0.64%+613F-HRTimeline
ATWOOD & PALMER INC8,776$813K0.04%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC8,504$788K0.18%-73613F-HRTimeline
JGP Wealth Management, LLC7,967$738K0.07%013F-HRTimeline
Matthew Goff Investment Advisor, LLC7,185$666K0.1%new13F-HRTimeline
MFA WEALTH ADVISORS, LLC6,752$626K0.11%-1,11013F-HRTimeline
LS Investment Advisors, LLC6,475$600K0.08%-2,07513F-HRTimeline
LWM ADVISORS INC6,192$574K0.43%+26513F-HRTimeline
Elm3 Financial Group, LLC6,015$557K0.37%new13F-HRTimeline
Marathon Mission, Inc.5,840$541K0.27%013F-HRTimeline
Apella Capital, LLC5,563$528K0.01%+4513F-HRTimeline
Wealth Group Ltd5,398$506K0.09%-213F-HRTimeline
Castle Rock Wealth Management, LLC5,281$502K0.09%+213F-HRTimeline
PRIVATE CLIENT SERVICES, LLC5,368$497K0.13%-1,66213F-HRTimeline
Stonebridge Financial Group, LLC5,125$475K0.04%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC4,519$419K0.01%+96313F-HRTimelineGroup
Venture Visionary Partners LLC4,030$373K0.01%013F-HRTimeline
DAVIDSON TRUST CO3,900$361K0.14%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3,695$342K<0.01%new13F-HRTimeline
OxenFree Capital LLC3,599$342K0.15%-1,05213F-HRTimeline
Ridgewood Investments LLC3,565$330K0.12%013F-HRTimeline
Sunburst Financial Group, LLC3,509$325K0.05%-30813F-HRTimeline
Investors Research Corp3,462$321K0.06%+67013F-HRTimeline
Legacy Private Trust Co.3,275$303K0.02%013F-HRTimeline
Retireful, LLC3,195$296K0.25%-1,50013F-HRTimeline
NorthCrest Asset Manangement, LLC2,925$274K0.01%-4,08013F-HRTimeline
OMNI 360 Wealth, Inc.2,606$241K0.11%+213F-HRTimeline
KWMG, LLC2,425$225K0.02%013F-HRTimeline
Buska Wealth Management, LLC2,385$221K0.08%+313F-HRTimeline
Valeo Financial Advisors, LLC2,347$217K<0.01%+113F-HRTimeline
Kaydan Wealth Management, Inc.2,333$216K0.07%-96713F-HRTimeline
GoalFusion Wealth Management, LLC2,290$212K0.08%013F-HRTimeline
Wedmont Private Capital2,253$211K0.01%-41313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,125$197K0.01%013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH601$55.7K0.01%new13F-HRTimeline
EASTERN BANK540$50K<0.01%013F-HRTimeline
GoalVest Advisory LLC395$36.6K0.01%013F-HRTimeline
Noble Wealth Management PBC350$32.4K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC300$27.8K0.01%013F-HRTimeline
Grove Bank & Trust200$18.5K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC152$14.1K0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division115$10.7K<0.01%-2013F-HRTimeline
Planning Strategies Inc.35$3.24K<0.01%new13F-HRTimeline
GK Wealth Management LLC25$2.32K<0.01%new13F-HRTimeline
Rydar Equities, Inc.15$1.43K<0.01%new13F-HRTimeline