Beacon Capital Management, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 537 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.3%.

Quarter-by-quarter ownership
Beacon Capital Management, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$223,190,407
+7024.7%
1,761,010
+6246.0%
8.27%
+7487.2%
Q2 2023$3,132,641
-2.0%
27,750
-0.8%
0.11%
-2.7%
Q1 2023$3,195,196
-93.0%
27,972
-92.6%
0.11%
-93.3%
Q4 2022$45,619,338
+1254.1%
376,149
+1034.0%
1.66%
+1252.8%
Q3 2022$3,369,000
-92.4%
33,170
-92.6%
0.12%
-92.0%
Q2 2022$44,299,000
-83.0%
445,350
-81.7%
1.54%
-81.5%
Q1 2022$259,858,000
+5.7%
2,427,672
-23.3%
8.30%
+1.4%
Q4 2021$245,789,000
+6.9%
3,166,975
+1.8%
8.18%
-3.8%
Q3 2021$229,972,000
-0.2%
3,111,935
+2.5%
8.50%
-1.5%
Q2 2021$230,341,000
+12.3%
3,035,202
+0.6%
8.63%
+3.8%
Q1 2021$205,121,000
+29.1%
3,016,489
-1.5%
8.32%
+20.2%
Q4 2020$158,896,000
+88.3%
3,063,948
+46.4%
6.92%
+71.3%
Q3 2020$84,375,000
-15.8%
2,093,145
+5.0%
4.04%
-21.2%
Q2 2020$100,263,000
+18.6%
1,993,307
-9.8%
5.12%
+12.7%
Q1 2020$84,504,000
-23.1%
2,210,987
+63.9%
4.54%
-6.8%
Q4 2019$109,956,000
+4.7%
1,349,314
+0.2%
4.88%
+1.2%
Q3 2019$105,057,000
-9.7%
1,346,540
-1.6%
4.82%
-9.6%
Q2 2019$116,368,000
-7.5%
1,368,712
-2.8%
5.33%
-6.9%
Q1 2019$125,854,000
+7756.1%
1,408,080
+6679.4%
5.73%
+7964.8%
Q4 2018$1,602,000
-99.1%
20,770
-98.8%
0.07%
-99.1%
Q3 2018$184,853,000
+1.2%
1,758,658
+1.2%
7.56%
-2.2%
Q2 2018$182,586,000
+13.9%
1,737,587
+0.1%
7.73%
+11.5%
Q1 2018$160,356,000
+2.4%
1,736,021
+9.7%
6.93%
+2.2%
Q4 2017$156,542,000
+31.4%
1,582,027
+24.3%
6.78%
+21.6%
Q3 2017$119,095,000
+10.2%
1,272,655
+4.2%
5.58%
+4.3%
Q2 2017$108,066,000
-21.9%
1,221,082
-14.6%
5.34%
-25.2%
Q1 2017$138,333,000
+0.2%
1,430,388
+8.4%
7.15%
-9.1%
Q4 2016$138,117,000
+12.9%
1,319,423
+5.4%
7.86%
+6.6%
Q3 2016$122,321,000
+4226.9%
1,252,133
+4113.4%
7.38%
+4043.8%
Q2 2016$2,827,000
+76.9%
29,718
+59.6%
0.18%
+66.4%
Q1 2016$1,598,000
+321.6%
18,623
+308.8%
0.11%
+296.3%
Q4 2015$379,000
+235.4%
4,556
+242.8%
0.03%
+237.5%
Q3 2015$113,000
-99.9%
1,329
-99.8%
0.01%
-99.9%
Q2 2015$89,725,000
+29.0%
838,944
+31.9%
6.92%
+5.9%
Q1 2015$69,531,000
+37.1%
636,262
+40.0%
6.53%
+5.8%
Q4 2014$50,712,000
+8.3%
454,325
+27.2%
6.18%
-12.3%
Q3 2014$46,839,000
+12.7%
357,219
+23.8%
7.04%
-6.3%
Q2 2014$41,551,000
+42.5%
288,630
+27.1%
7.51%
+8.0%
Q1 2014$29,155,000
+30.4%
227,050
+28.4%
6.96%
+4.1%
Q4 2013$22,357,000176,8316.68%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
TrueWealth Financial Partners 133,341$13,263,00013.91%
RFG HOLDINGS, INC. 109,140$10,856,0009.56%
Main Management ETF Advisors, LLC 801,960$79,771,0008.86%
M Financial Asset Management, Inc. 13,906$1,383,0005.81%
GoalFusion Wealth Management, LLC 50,734$5,047,0004.73%
FOREFRONT WEALTH MANAGEMENT INC. 28,782$2,860,0003.85%
Berkeley Capital Partners, LLC 90,887$9,041,0003.73%
Main Management LLC 301,075$29,948,0003.58%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 57,678$5,737,0003.44%
Polianta Ltd 38,000$3,779,0003.23%
View complete list of VANGUARD WORLD FDS shareholders