BEACON INVESTMENT ADVISORY SERVICES, INC. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 860 filers reported holding VANGUARD WORLD FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.

Quarter-by-quarter ownership
BEACON INVESTMENT ADVISORY SERVICES, INC. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$631,109
-6.2%
1,5210.0%0.03%0.0%
Q2 2023$672,574
+8.5%
1,521
-5.4%
0.03%
+3.3%
Q1 2023$619,879
+119.5%
1,608
+81.9%
0.03%
+114.3%
Q4 2022$282,358
+3.8%
8840.0%0.01%
-6.7%
Q3 2022$272,000
-5.9%
8840.0%0.02%0.0%
Q2 2022$289,000
-21.5%
8840.0%0.02%
-6.2%
Q1 2022$368,000
-9.1%
8840.0%0.02%0.0%
Q4 2021$405,000
+14.1%
8840.0%0.02%
+6.7%
Q3 2021$355,000
+0.6%
8840.0%0.02%
+7.1%
Q2 2021$353,000
+11.4%
8840.0%0.01%0.0%
Q1 2021$317,000
+1.3%
8840.0%0.01%0.0%
Q4 2020$313,000
+13.8%
8840.0%0.01%0.0%
Q3 2020$275,000
+11.8%
8840.0%0.01%0.0%
Q2 2020$246,0008840.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2020
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 108,556$45,039,88412.97%
IFS Advisors, LLC 15,683$6,506,99212.13%
SWAN Capital LLC 35,005$14,523,66611.58%
Privium Fund Management (UK) Ltd 34,408$14,275,87911.17%
Parker Investment Management, LLC 116,870$48,489,36310.47%
Compass Financial Group, INC/SD 83,009$34,440,54210.30%
TRUST CO OF OKLAHOMA 61,566$25,543,73310.18%
TAIYO LIFE INSURANCE CO 296,500$123,0189.50%
Curtis Advisory Group, LLC 67,980$28,204,9029.38%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 191,510$79,458,0009.25%
View complete list of VANGUARD WORLD FDS shareholders