SEC 13F Intelligence

Lokken Investment Group LLC / VCR

Lokken Investment Group LLC’s Vanguard World Fd Position

Does Lokken Investment Group LLC own Vanguard World Fd (VCR)? Not currently — the last reported position was 5.9K shares worth $2M in Q1 2022; the fund’s latest 13F (Q3 2025) no longer reports it.

Position Value
$2M
Q1 2022
Shares
5.9K
% of Portfolio
+1.25%
Quarters Held
6
position exited

Position History VCR

Reported value by quarter
Q4 ’20: $2MQ4 ’20Q1 ’21: $2MQ1 ’21Q2 ’21: $2MQ2 ’21Q3 ’21: $2MQ3 ’21Q4 ’21: $2MQ4 ’21Q1 ’22: $2MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20225.9K$2M+1.25%
Q4 20215.5K$2M+1.35%
Q3 20215.6K$2M+1.37%
Q2 20215.8K$2M+1.49%
Q1 20216.0K$2M+1.56%
Q4 20206.7K$2M+1.69%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lokken Investment Group LLC’s full portfolio or all institutional holders of VCR.