Beacon Capital Management, Inc. VCR — VANGUARD WORLD FDS

Ownership history in Beacon Capital Management, Inc.  ·  50 quarters on record

AI Ownership Summary

Beacon Capital Management, Inc. reported VANGUARD WORLD FDS (VCR) in 50 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 7.36% in 2024 Q4. The latest visible filing shows VCR at 3.76% 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 VCR 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
2026 Q1

VCR was reported at 3.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.36% in 2024 Q4

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 2026 Q1

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.

VCR stock page Beacon Capital Management, Inc. fund profile Beacon Capital Management, Inc. full holdings
How Beacon Capital Management, Inc. held VCR — position size vs. price
% of Fund (quarterly)    VCR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 186,007 -79,642 -30.0% 3.76% $66.8M 2026-04-30 $393.58
2025 Q4 REDUCED 10.7% -8.7% ✅ 265,649 -31,788 -10.7% 5.60% $104.6M 2026-02-12 $382.68
2025 Q3 REDUCED 12.8% +0.8% ❌ 297,437 -43,732 -12.8% 5.63% $117.8M 2025-10-16 $382.54
2025 Q2 ADDED — — — 341,169 +228,426 +202.6% 6.37% $123.6M 2025-09-04 $389.51
2025 Q1 REDUCED 75.1% +11.5% ❌ 112,743 -339,951 -75.1% 2.01% $40.5M 2025-05-21 $348.59
2024 Q4 REDUCED 5.5% -13.1% ✅ 452,694 -26,229 -5.5% 7.36% $169.9M 2025-02-11 $371.49
2024 Q3 REDUCED — — — 478,923 -19,740 -4.0% 6.79% $163.1M 2024-10-15 $331.77
2024 Q2 REDUCED — — — 498,663 -18,744 -3.6% 6.71% $155.7M 2024-08-05 $289.93
2024 Q1 ADDED — — — 517,407 +363,303 +235.8% 6.84% $163.4M 2024-04-11 $304.67
2023 Q4 REDUCED 78.4% +3.9% ❌ 154,104 -560,132 -78.4% 1.89% $46.9M 2024-01-17 $288.12
40 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VCR

As of 2026 Q1 — sorted by position size

Merrithew & Thorsten Inc 6.52% Adaptive Financial Consulting, LLC 3Y 5.18% SOUTHERN CAPITAL SERVICES INC /ADV 5.04% Bonfire Financial 4.34% Richmond Brothers, Inc. 3Y 4.01% Junk Investment Group, LLC 3.92% TRUST CO OF OKLAHOMA 3Y 7Y 3.38% Financial Freedom, LLC 3Y 3.27% Altura Wealth Advisors Inc. 3Y 2.8% Strengthening Families & Communities, LLC 3Y 2.48%

FAQ About Beacon Capital Management, Inc. and VCR

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 VCR?

Beacon Capital Management, Inc. reported VCR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for VCR was 7.36% in 2024 Q4.

What is the latest reported VCR position on this page?

The most recent filing on this page is 2026 Q1, when Beacon Capital Management, Inc. reported 186,007 shares, equal to 3.76% of portfolio, with an estimated market value of $66.8M.

What does the chart on this VCR ownership page compare?

The chart compares Beacon Capital Management, Inc.'s quarterly VCR 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 VCR position?

Based on 13F filing dates vs. subsequent VCR price moves, Beacon Capital Management, Inc. correctly timed 26 out of 49 reported position changes (53%). The annualised alpha on VCR relative to SPY over the holding period was -1.0%.

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