Secure Asset Management, LLC VT VANGUARD INTL EQUITY INDEX F

Ownership history in Secure Asset Management, LLC  ·  11 quarters on record

AI Ownership Summary

Secure Asset Management, LLC reported VANGUARD INTL EQUITY INDEX F (VT) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.41% in 2026 Q1. The latest visible filing shows VT at 1.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Secure Asset Management, LLC's position in VANGUARD INTL EQUITY INDEX F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VT was reported at 1.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.41% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Secure Asset Management, LLC held VT — position size vs. price
% of Fund (quarterly)    VT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 64,515 +4,952 +8.3% 1.41% $8.9M 2026-04-09 $144.95
2025 Q4 ADDED 59,563 +18,159 +43.9% 1.31% $8.4M 2026-01-20 $142.12
2025 Q3 ADDED 41,404 +5,217 +14.4% 0.94% $5.7M 2025-10-09 $137.32
2025 Q2 ADDED 36,187 +5,630 +18.4% 0.86% $4.7M 2025-07-10 $128.11
2025 Q1 REDUCED 37.7% +11.4% 30,557 -18,494 -37.7% 0.71% $3.5M 2025-04-10 $106.86
2024 Q4 ADDED 49,051 +117 +0.2% 0.87% $5.8M 2025-01-17 $116.90
2024 Q3 ADDED 48,934 +1,626 +3.4% 0.99% $5.9M 2024-10-16 $116.58
2024 Q2 REDUCED 47,308 -57 -0.1% 1.01% $5.3M 2024-07-24 $109.00
2024 Q1 ADDED 47,365 +2,722 +6.1% 1.23% $5.2M 2024-04-30 $102.58
2023 Q4 ADDED 44,643 +2,228 +5.3% 1.23% $4.6M 2024-01-22 $98.50
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Secure Asset Management, LLC and VT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Secure Asset Management, LLC reported owning VT?

Secure Asset Management, LLC reported VT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VT position in Secure Asset Management, LLC's portfolio?

The largest reported portfolio weight for VT was 1.41% in 2026 Q1.

What is the latest reported VT position on this page?

The most recent filing on this page is 2026 Q1, when Secure Asset Management, LLC reported 64,515 shares, equal to 1.41% of portfolio, with an estimated market value of $8.9M.

What does the chart on this VT ownership page compare?

The chart compares Secure Asset Management, LLC's quarterly VT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Secure Asset Management, LLC time their VT position?

Based on 13F filing dates vs. subsequent VT price moves, Secure Asset Management, LLC correctly timed 7 out of 10 reported position changes (70%). The annualised alpha on VT relative to SPY over the holding period was +0.3%.

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