Beacon Capital Management, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 916 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.5%.

Quarter-by-quarter ownership
Beacon Capital Management, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$156,405,682
+5020.1%
665,273
+5231.6%
5.80%
+5367.0%
Q2 2023$3,054,766
-2.6%
12,478
-5.2%
0.11%
-3.6%
Q1 2023$3,137,227
-93.3%
13,156
-93.0%
0.11%
-93.5%
Q4 2022$46,652,314
+1318.0%
188,076
+1178.7%
1.70%
+1318.3%
Q3 2022$3,290,000
+14.2%
14,708
+20.2%
0.12%
+20.0%
Q2 2022$2,881,000
-98.4%
12,234
-98.3%
0.10%
-98.3%
Q1 2022$182,960,000
-16.8%
719,241
-12.8%
5.84%
-20.2%
Q4 2021$219,813,000
+12.4%
825,062
+4.3%
7.32%
+1.2%
Q3 2021$195,548,000
+84552.8%
791,178
+3855.9%
7.23%
+80233.3%
Q2 2021$231,000
-99.9%
20,000
-97.3%
0.01%
-99.9%
Q1 2021$169,771,000
+5.2%
742,169
+2.9%
6.88%
-2.0%
Q4 2020$161,348,000
+9.9%
721,172
+0.2%
7.02%
-0.0%
Q3 2020$146,791,000
+6.5%
719,562
+0.6%
7.03%
-0.2%
Q2 2020$137,805,000
+63.6%
715,314
+41.0%
7.04%
+55.4%
Q1 2020$84,255,000
-51.2%
507,283
-43.6%
4.53%
-40.8%
Q4 2019$172,601,000
+50.2%
900,182
+31.4%
7.65%
+45.2%
Q3 2019$114,907,000
-6.0%
685,273
-2.5%
5.27%
-5.9%
Q2 2019$122,220,000
-2.4%
702,655
-3.2%
5.60%
-1.7%
Q1 2019$125,182,000
+5516.1%
725,775
+5128.5%
5.70%
+5653.5%
Q4 2018$2,229,000
-99.0%
13,881
-98.8%
0.10%
-98.9%
Q3 2018$213,642,000
+12.3%
1,184,202
-0.9%
8.74%
+8.6%
Q2 2018$190,164,000
+2.9%
1,194,946
-0.7%
8.05%
+0.8%
Q1 2018$184,837,000
+2.8%
1,203,912
+3.2%
7.99%
+2.6%
Q4 2017$179,766,000
+5.5%
1,166,253
+4.3%
7.79%
-2.3%
Q3 2017$170,342,000
+6.4%
1,118,607
+2.9%
7.97%
+0.7%
Q2 2017$160,166,000
+11.0%
1,086,827
+3.8%
7.92%
+6.2%
Q1 2017$144,335,000
+39.5%
1,047,270
+28.3%
7.46%
+26.6%
Q4 2016$103,454,000
-13.0%
816,075
-8.8%
5.89%
-17.9%
Q3 2016$118,944,000
+4175.5%
895,057
+4097.8%
7.17%
+3998.3%
Q2 2016$2,782,000
+70.0%
21,322
+60.7%
0.18%
+59.1%
Q1 2016$1,636,000
+222.0%
13,266
+247.0%
0.11%
+205.6%
Q4 2015$508,000
+156.6%
3,823
+136.9%
0.04%
+157.1%
Q3 2015$198,000
-99.8%
1,614
-99.8%
0.01%
-99.8%
Q2 2015$111,540,000
+26.7%
796,942
+22.7%
8.60%
+4.0%
Q1 2015$88,024,000
+34.7%
649,529
+24.8%
8.27%
+3.9%
Q4 2014$65,347,000
+25.6%
520,320
+17.0%
7.96%
+1.7%
Q3 2014$52,016,000
+27.8%
444,619
+22.0%
7.82%
+6.3%
Q2 2014$40,688,000
+34.0%
364,491
+28.4%
7.36%
+1.6%
Q1 2014$30,360,000
+30.0%
283,946
+23.0%
7.24%
+3.8%
Q4 2013$23,349,000230,9446.98%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 340,321$80,00911.96%
Pariax, LLC 14,707$3,457,61610.79%
Allied Investment Advisors, LLC 124,596$29,292,5208.76%
PGIM Custom Harvest LLC 934,559$219,714,9218.11%
Wealth Management Solutions, LLC 47,169$11,089,4757.60%
PARAGON FINANCIAL PARTNERS, INC. 27,447$6,452,6896.70%
Main Management ETF Advisors, LLC 397,065$93,3506.63%
Essex Private Wealth Management, LLC 7,939$1,866,4896.38%
ASSET PLANNING CORPORATION 33,870$7,963,4146.13%
Beacon Capital Management, Inc. 665,273$156,405,6825.80%
View complete list of VANGUARD WORLD FDS shareholders