Secure Asset Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,018 filers reported holding VANGUARD WORLD FDS in Q2 2021. The put-call ratio across all filers is 0.61 and the average weighting 0.6%.

Quarter-by-quarter ownership
Secure Asset Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$928,030
+199.6%
1,610
+172.4%
0.18%
+141.1%
Q1 2024$309,794
-68.9%
591
-71.3%
0.07%
-72.8%
Q4 2023$996,469
+9.8%
2,059
-5.9%
0.27%
-1.5%
Q3 2023$907,670
-5.8%
2,188
+0.4%
0.27%
-7.2%
Q2 2023$963,506
+13.5%
2,179
-1.1%
0.29%
+3.5%
Q1 2023$849,224
+9.4%
2,203
-9.4%
0.28%
+1.4%
Q4 2022$776,558
+7.7%
2,431
+3.7%
0.28%
-30.9%
Q3 2022$721,000
-4.1%
2,345
+1.8%
0.40%
-2.9%
Q2 2022$752,000
-33.8%
2,304
-15.5%
0.42%
-18.8%
Q1 2022$1,136,000
+10.2%
2,728
+21.2%
0.51%
+22.8%
Q4 2021$1,031,000
+17.0%
2,250
+2.5%
0.42%
-4.1%
Q3 2021$881,000
+2.6%
2,196
+1.9%
0.44%
-0.2%
Q2 2021$859,000
+12.4%
2,154
+1.0%
0.44%
+2.6%
Q1 2021$764,000
+1.5%
2,132
+0.2%
0.42%
-4.1%
Q4 2020$753,000
+13.7%
2,128
+0.1%
0.44%
-2.4%
Q3 2020$662,000
+9.2%
2,125
-2.3%
0.45%
+6.3%
Q2 2020$606,000
+31.7%
2,176
+0.2%
0.43%
-13.7%
Q1 2020$460,000
-14.5%
2,171
-1.3%
0.50%
+30.6%
Q4 2019$538,0002,1990.38%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Advisors Preferred, LLC 126,616$48,742,09616.68%
Parker Investment Management, LLC 187,511$72,279,86514.41%
SWAN Capital LLC 34,467$13,286,00812.82%
Privium Fund Management (UK) Ltd 41,708$15,820,26112.46%
NORTHSTAR ASSET MANAGEMENT Co LLC 109,253$42,113,75412.38%
TRUST CO OF OKLAHOMA 64,554$24,883,6309.73%
Curtis Advisory Group, LLC 67,080$25,857,3289.44%
Compass Financial Group, INC/SD 74,794$28,830,8979.42%
TAIYO LIFE INSURANCE CO 296,500$114,2929.35%
Financial Services Advisory Inc 36,279$13,984,4669.16%
View complete list of VANGUARD WORLD FDS shareholders