Beacon Capital Management, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 312 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.81 and the average weighting 0.2%.

Quarter-by-quarter ownership
Beacon Capital Management, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$201,888,101
+241.8%
1,919,271
+245.5%
7.48%
+263.5%
Q2 2023$59,063,919
+12.1%
555,582
+1.9%
2.06%
+11.3%
Q1 2023$52,692,140
+2310.9%
545,072
+1951.3%
1.85%
+2211.2%
Q4 2022$2,185,563
-16.4%
26,572
-16.3%
0.08%
-16.7%
Q3 2022$2,614,000
+11.3%
31,741
+27.1%
0.10%
+18.5%
Q2 2022$2,348,000
-98.6%
24,966
-98.2%
0.08%
-98.5%
Q1 2022$169,300,000
-1.3%
1,410,243
+11.4%
5.41%
-5.4%
Q4 2021$171,590,000
-20.5%
1,265,787
-17.5%
5.71%
-28.5%
Q3 2021$215,958,000
+0.9%
1,534,119
+185.9%
7.98%
-0.4%
Q2 2021$213,971,000
+9.4%
536,578
-64.3%
8.02%
+1.2%
Q1 2021$195,501,000
+8.3%
1,503,735
+0.1%
7.93%
+0.9%
Q4 2020$180,532,000
+16.9%
1,501,933
-0.9%
7.86%
+6.4%
Q3 2020$154,400,000
+9.0%
1,515,659
-0.5%
7.39%
+2.1%
Q2 2020$141,648,000
+68.9%
1,522,604
+38.3%
7.24%
+60.5%
Q1 2020$83,859,000
-52.8%
1,100,796
-41.8%
4.51%
-42.7%
Q4 2019$177,523,000
+7.5%
1,889,947
-0.8%
7.87%
+3.9%
Q3 2019$165,142,000
-2.8%
1,904,756
-2.8%
7.57%
-2.7%
Q2 2019$169,868,000
+33.9%
1,959,491
+29.0%
7.78%
+34.8%
Q1 2019$126,868,000
+7985.9%
1,519,009
+7072.6%
5.77%
+8145.7%
Q4 2018$1,569,000
-98.8%
21,178
-98.5%
0.07%
-98.7%
Q3 2018$126,781,000
+7.1%
1,457,250
+4.5%
5.19%
+3.5%
Q2 2018$118,368,000
+2.6%
1,393,875
+1.1%
5.01%
+0.5%
Q1 2018$115,315,000
-4.2%
1,378,217
+4.4%
4.98%
-4.4%
Q4 2017$120,369,000
+4.0%
1,320,561
+5.3%
5.21%
-3.7%
Q3 2017$115,685,000
-13.6%
1,253,898
-14.0%
5.42%
-18.2%
Q2 2017$133,915,000
+2.7%
1,458,293
+6.1%
6.62%
-1.7%
Q1 2017$130,393,000
+5.2%
1,374,440
+11.0%
6.74%
-4.5%
Q4 2016$123,954,000
+8.7%
1,237,679
+2.5%
7.05%
+2.6%
Q3 2016$114,023,000
+3985.4%
1,207,997
+4158.5%
6.88%
+3806.2%
Q2 2016$2,791,000
+77.5%
28,367
+67.3%
0.18%
+67.6%
Q1 2016$1,572,000
+249.3%
16,952
+215.8%
0.10%
+228.1%
Q4 2015$450,000
+198.0%
5,368
+179.7%
0.03%
+190.9%
Q3 2015$151,000
-99.8%
1,919
-99.8%
0.01%
-99.9%
Q2 2015$99,207,000
+28.6%
1,140,964
+27.9%
7.64%
+5.5%
Q1 2015$77,121,000
+34.5%
892,088
+31.8%
7.24%
+3.7%
Q4 2014$57,355,000
+19.0%
676,992
+22.6%
6.98%
-3.7%
Q3 2014$48,202,000
+23.9%
552,166
+24.8%
7.25%
+3.0%
Q2 2014$38,904,000
+35.0%
442,297
+30.6%
7.04%
+2.3%
Q1 2014$28,823,000
+31.4%
338,653
+29.2%
6.88%
+4.9%
Q4 2013$21,930,000262,1386.56%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,501,933$180,532,0007.86%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 61,708$7,417,0007.19%
Tatro Capital, LLC 43,578$5,238,0004.88%
Evensky & Katz LLC 259,973$31,249,0003.86%
Curran Financial Partners, LLC 35,464$4,263,0003.65%
Tranquilli Financial Advisor LLC 32,481$3,904,0003.54%
Centered Wealth LLC dba Miller Equity Capital Advisors 17,220$2,070,0002.76%
Kinloch Capital, LLC 27,143$3,263,0002.76%
Full Sail Capital, LLC 196,712$24,642,0002.67%
Axiom Financial Strategies, LLC 41,362$4,214,0002.53%
View complete list of VANGUARD WORLD FDS shareholders