Secure Asset Management, LLC - VANGUARD WORLD FDS ownership

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VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.

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Quarter-by-quarter ownership
Secure Asset Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$383,026
+22.1%
1,629
+27.1%
0.12%
+21.1%
Q2 2023$313,755
+5.0%
1,282
+2.3%
0.10%
-5.0%
Q1 2023$298,689
-6.5%
1,253
-2.7%
0.10%
-13.0%
Q4 2022$319,591
+11.7%
1,288
+0.7%
0.12%
-28.1%
Q3 2022$286,000
+4.0%
1,279
+9.7%
0.16%
+5.3%
Q2 2022$275,000
-31.6%
1,166
-26.3%
0.15%
-16.0%
Q1 2022$402,000
+30.1%
1,582
+36.5%
0.18%
+44.8%
Q4 2021$309,000
+8.4%
1,159
+0.7%
0.12%
-11.3%
Q3 2021$285,0000.0%1,1510.0%0.14%
-2.8%
Q2 2021$285,000
-11.5%
1,151
-18.2%
0.14%
-19.0%
Q1 2021$322,000
+2.2%
1,407
-0.1%
0.18%
-3.8%
Q4 2020$315,000
+15.8%
1,409
+5.9%
0.19%0.0%
Q3 2020$272,000
+3.4%
1,331
-2.6%
0.19%
+0.5%
Q2 2020$263,000
+16.4%
1,366
+0.3%
0.18%
-23.9%
Q1 2020$226,000
-8.9%
1,362
+5.3%
0.24%
+38.9%
Q4 2019$248,000–1,293–0.18%–
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Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 340,321$80,00911.96%
Pariax, LLC 14,707$3,457,61610.79%
Allied Investment Advisors, LLC 124,596$29,292,5208.76%
PGIM Custom Harvest LLC 934,559$219,714,9218.11%
Wealth Management Solutions, LLC 47,169$11,089,4757.60%
PARAGON FINANCIAL PARTNERS, INC. 27,447$6,452,6896.70%
Main Management ETF Advisors, LLC 397,065$93,3506.63%
Essex Private Wealth Management, LLC 7,939$1,866,4896.38%
ASSET PLANNING CORPORATION 33,870$7,963,4146.13%
Beacon Capital Management, Inc. 665,273$156,405,6825.80%
View complete list of VANGUARD WORLD FDS shareholders