Beacon Financial Advisory LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,207 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.91 and the average weighting 0.6%.

Quarter-by-quarter ownership
Beacon Financial Advisory LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$822,353
-12.7%
1,982
-6.9%
0.45%
-15.9%
Q2 2023$941,711
+14.9%
2,130
+0.1%
0.54%
+3.6%
Q1 2023$819,816
+20.8%
2,127
+0.1%
0.52%
+7.2%
Q4 2022$678,498
+11.2%
2,124
+7.1%
0.49%
+11.7%
Q3 2022$610,000
-20.1%
1,984
-15.1%
0.44%
+0.2%
Q2 2022$763,000
-21.4%
2,336
+0.2%
0.43%
-6.5%
Q1 2022$971,000
-9.1%
2,3320.0%0.46%
-5.9%
Q4 2021$1,068,000
+15.3%
2,332
+1.1%
0.49%
+2.5%
Q3 2021$926,000
-2.8%
2,307
-3.4%
0.48%
-6.1%
Q2 2021$953,000
+12.4%
2,389
+1.0%
0.51%
+5.6%
Q1 2021$848,000
+25.4%
2,366
+23.7%
0.48%
+10.5%
Q4 2020$676,000
+13.6%
1,913
+0.1%
0.44%
-15.1%
Q3 2020$595,000
+32.2%
1,912
+18.2%
0.52%
+5.5%
Q2 2020$450,000
+34.7%
1,617
+2.3%
0.49%
+15.3%
Q1 2020$334,000
-13.5%
1,581
+0.1%
0.42%
+28.4%
Q4 2019$386,0001,5800.33%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2023
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT Co LLC 236,814$21,204,0009.87%
Beacon Capital Management, Inc. 263,794$23,620,0007.06%
WBH ADVISORY INC 372,770$33,376,0006.74%
Annex Advisory Services, LLC 191,214$17,121,0006.57%
BINGHAM OSBORN & SCARBOROUGH LLC 438,513$39,264,0005.71%
Stearns Financial Services Group 147,158$13,176,0005.12%
TRUST CO OF OKLAHOMA 81,281$7,277,901,0004.87%
iAB Financial Bank 48,185$4,314,0003.76%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 213,615$19,127,0003.34%
TOWER TRUST Co 60,547$5,421,0003.28%
View complete list of VANGUARD WORLD FDS shareholders