Secure Asset Management, LLC - VANGUARD WORLD FDS ownership

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VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

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Quarter-by-quarter ownership
Secure Asset Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
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$538,000–2,199–0.38%–
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Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 108,556$45,039,88412.97%
IFS Advisors, LLC 15,683$6,506,99212.13%
SWAN Capital LLC 35,005$14,523,66611.58%
Privium Fund Management (UK) Ltd 34,408$14,275,87911.17%
Parker Investment Management, LLC 116,870$48,489,36310.47%
Compass Financial Group, INC/SD 83,009$34,440,54210.30%
TRUST CO OF OKLAHOMA 61,566$25,543,73310.18%
TAIYO LIFE INSURANCE CO 296,500$123,0189.50%
Curtis Advisory Group, LLC 67,980$28,204,9029.38%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 191,510$79,458,0009.25%
View complete list of VANGUARD WORLD FDS shareholders