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

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 978 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.63 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 Q4 2020
NameSharesValueWeighting ↓
TTP Investments, Inc. 55,571$13,607,00015.75%
NORTHSTAR ASSET MANAGEMENT Co LLC 148,794$36,432,00013.72%
MFA WEALTH ADVISORS, LLC 55,410$13,560,0009.84%
SEARCY FINANCIAL SERVICES INC /ADV 53,967$13,214,0009.49%
Tatro Capital, LLC 40,693$9,964,0008.95%
Portfolio Strategies, Inc. 78,858$19,309,0008.87%
Beacon Capital Management, Inc. 797,543$195,278,0008.66%
Annex Advisory Services, LLC 290,867$71,218,0008.63%
Harel Insurance Investments & Financial Services Ltd. 806,340$197,432,0008.58%
Migdal Insurance & Financial Holdings Ltd. 1,705,516$417,596,0008.05%
View complete list of VANGUARD WORLD FDS shareholders