Beacon Financial Advisory LLC - VANGUARD WORLD FDS ownership

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VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,069 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.6%.

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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$386,000–1,580–0.33%–
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Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
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