Beacon Capital Management, Inc. VAW — VANGUARD WORLD FDS

Ownership history in Beacon Capital Management, Inc.  ·  49 quarters on record

AI Ownership Summary

Beacon Capital Management, Inc. reported VANGUARD WORLD FDS (VAW) in 49 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 7.21% in 2024 Q1. The latest visible filing shows VAW at 5.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VAW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beacon Capital Management, Inc.'s position in VANGUARD WORLD FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VAW was reported at 5.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.21% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VAW stock page Beacon Capital Management, Inc. fund profile Beacon Capital Management, Inc. full holdings
How Beacon Capital Management, Inc. held VAW — position size vs. price
% of Fund (quarterly)    VAW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 10.1% +9.0% ❌ 493,540 -55,221 -10.1% 5.48% $102.4M 2026-02-14 (Est.) $240.56
2025 Q3 ADDED — — — 548,761 +87,712 +19.0% 5.37% $112.4M 2025-10-16 $201.10
2025 Q2 ADDED — — — 461,049 +432,957 +1541.2% 4.63% $89.8M 2025-09-04 $203.99
2025 Q1 REDUCED 95.0% +3.6% ❌ 28,092 -534,032 -95.0% 0.27% $5.4M 2025-05-21 $186.68
2024 Q4 REDUCED 27.6% +1.0% ❌ 562,124 -214,364 -27.6% 4.57% $105.6M 2025-02-11 $194.58
2024 Q3 REDUCED — — — 776,488 -31,722 -3.9% 6.84% $164.2M 2024-10-15 $207.29
2024 Q2 REDUCED — — — 808,210 -36,747 -4.3% 6.70% $155.7M 2024-08-05 $186.65
2024 Q1 ADDED — — — 844,957 +582,123 +221.5% 7.21% $172.2M 2024-04-11 $194.85
2023 Q4 REDUCED 76.8% +7.7% ❌ 262,834 -870,430 -76.8% 2.01% $49.9M 2024-01-17 $174.59
40 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VAW

As of 2026 Q1 — sorted by position size

Guardian Wealth Management, LLC 1.65% LIGHTHOUSE FINANCIAL SERVICES INC /ADV 1.25% Silver Coast Investments LLC 1.21% Farrell Financial LLC 0.99% Buska Wealth Management, LLC 0.83% Sharper & Granite LLC 3Y 0.78% Comprehensive Money Management Services LLC 0.76% Dorato Capital Management 0.73% Clear Creek Financial Management, LLC 3Y 0.65% Gibraltar Capital Management, Inc. 3Y 7Y 0.63%

FAQ About Beacon Capital Management, Inc. and VAW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beacon Capital Management, Inc. reported owning VAW?

Beacon Capital Management, Inc. reported VAW across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VAW position in Beacon Capital Management, Inc.'s portfolio?

The largest reported portfolio weight for VAW was 7.21% in 2024 Q1.

What is the latest reported VAW position on this page?

The most recent filing on this page is 2025 Q4, when Beacon Capital Management, Inc. reported 493,540 shares, equal to 5.48% of portfolio, with an estimated market value of $102.4M.

What does the chart on this VAW ownership page compare?

The chart compares Beacon Capital Management, Inc.'s quarterly VAW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Beacon Capital Management, Inc. time their VAW position?

Based on 13F filing dates vs. subsequent VAW price moves, Beacon Capital Management, Inc. correctly timed 27 out of 48 reported position changes (56%). The annualised alpha on VAW relative to SPY over the holding period was -1.8%.

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