Secure Asset Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 376 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.4%.

Quarter-by-quarter ownership
Secure Asset Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$294,820
-7.5%
1,094
-2.8%
0.09%
-9.3%
Q2 2023$318,624
+9.5%
1,125
-2.4%
0.10%0.0%
Q1 2023$291,098
+15.6%
1,153
+0.3%
0.10%
+7.8%
Q4 2022$251,746
-7.1%
1,149
-0.2%
0.09%
-40.8%
Q3 2022$271,000
+3.4%
1,1510.0%0.15%
+4.8%
Q2 2022$262,000
-32.8%
1,151
-9.9%
0.14%
-17.6%
Q1 2022$390,000
-4.6%
1,278
+6.5%
0.18%
+6.0%
Q4 2021$409,000
+10.5%
1,200
+0.6%
0.17%
-9.3%
Q3 2021$370,000
+0.8%
1,193
+2.1%
0.18%
-1.6%
Q2 2021$367,000
+44.5%
1,169
+35.8%
0.19%
+31.9%
Q1 2021$254,0008610.14%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,208,180$191,641,0008.28%
TRUST CO OF OKLAHOMA 57,072$9,052,761,0004.37%
Berkeley Capital Partners, LLC 28,755$4,561,0002.63%
Greytown Advisors Inc. 27,373$4,318,0002.16%
FIRST FINANCIAL CORP /IN/ 17,633$2,797,0002.01%
Triangle Securities Wealth Management 17,600$2,792,0001.60%
Quantitative Advantage, LLC 33,120$5,253,0001.54%
Kingsview Wealth Management, LLC 31,016$4,920,0001.22%
Westside Investment Management, Inc. 13,874$2,137,276,0001.17%
FIFTH THIRD SECURITIES, INC. 4,028$639,0001.16%
View complete list of VANGUARD WORLD FDS shareholders