Beacon Capital Management, Inc. Q2 2023 vs. Q3 2023 13F Holdings Comparison

Fund holdings are crucial for investors and fund managers to track and analyze the performance of their investments. Changes in holdings can provide valuable insights into the strategies and decisions made by these financial entities. In this article, we will examine the changes in the holdings of Beacon Capital Management, Inc. in the second quarter of 2023 compared to the third quarter of 2023.

In the table below, we have summarized the significant changes in holdings for various issuers, along with the corresponding share amounts and values.

Sym Issuer Name Option Type Q2 2023 (SHARES) Q3 2023 (SHARES) Q2 2023 VALUE ($000) Q3 2023 VALUE ($000) Chg %

BSV VANGUARD BD INDEX FDS 28043774 6808579 2119267 511800 -75.9

VDE VANGUARD WORLD FDS 27750 1761010 3132 223190 7024.7

VOX VANGUARD WORLD FDS 555582 1919271 59063 201888 241.8

VAW VANGUARD WORLD FDS 306011 1133264 55684 195510 251.1

VIS VANGUARD WORLD FDS 283863 1001658 58342 195303 234.8

VDC VANGUARD WORLD FDS 277969 1059909 54050 193613 258.2

VFH VANGUARD WORLD FDS 37964 2409358 3084 193519 6174.6

VCR VANGUARD WORLD FDS 209371 714236 59293 192393 224.5

VGT VANGUARD WORLD FDS 142418 461110 62971 191314 203.8

VHT VANGUARD WORLD FDS 12478 665273 3054 156405 5020.1

These changes paint an interesting picture of Beacon Capital Management, Inc.'s investment strategy during the specified time period. Some noteworthy highlights include:

1. BSV (Vanguard BD Index FDS)

- Share amount decreased from 28,043,774 to 6,808,579, indicating a significant reduction in holdings.

- The corresponding value decreased from $2,119,267,000 to $511,800,000, representing a considerable decline of 75.9%.

2. VDE (Vanguard World FDS)

- Share amount increased from 27,750 to 1,761,010, signifying a substantial boost in holdings.

- The corresponding value surged from $3,132,000 to $223,190,000, indicating a significant increase of 7024.7%.

3. VOX (Vanguard World FDS)

- Share amount increased from 555,582 to 1,919,271, reflecting a considerable rise in holdings.

- The corresponding value increased from $59,063,000 to $201,888,000, representing a significant increase of 241.8%.

4. VAW (Vanguard World FDS)

- Share amount increased from 306,011 to 1,133,264, indicating a substantial boost in holdings.

- The corresponding value surged from $55,684,000 to $195,510,000, signifying a significant increase of 251.1%.

5. VIS (Vanguard World FDS)

- Share amount increased from 283,863 to 1,001,658, reflecting a considerable rise in holdings.

- The corresponding value increased from $58,342,000 to $195,303,000, representing a significant increase of 234.8%.

6. VDC (Vanguard World FDS)

- Share amount increased from 277,969 to 1,059,909, indicating a substantial boost in holdings.

- The corresponding value surged from $54,050,000 to $193,613,000, signifying a significant increase of 258.2%.

7. VFH (Vanguard World FDS)

- Share amount increased from 37,964 to 2,409,358, reflecting a considerable rise in holdings.

- The corresponding value increased from $3,084,000 to $193,519,000, representing a significant increase of 6174.6%.

8. VCR (Vanguard World FDS)

- Share amount increased from 209,371 to 714,236, indicating a substantial boost in holdings.

- The corresponding value surged from $59,293,000 to $192,393,000, signifying a significant increase of 224.5%.

9. VGT (Vanguard World FDS)

- Share amount increased from 142,418 to 461,110, reflecting a considerable rise in holdings.

- The corresponding value increased from $62,971,000 to $191,314,000, representing a significant increase of 203.8%.

10. VHT (Vanguard World FDS)

- Share amount increased from 12,478 to 665,273, indicating a substantial boost in holdings.

- The corresponding value surged from $3,054,000 to $156,405,000, signifying a significant increase of 5020.1%.

These are just a few examples of the changes in holdings observed for Beacon Capital Management, Inc. during the specified time period. Studying such changes can help investors and analysts understand the shifting investment strategies and trends in the market.

Please note that the data presented here is for illustrative purposes only and should not be considered as financial advice. Investors are advised to conduct thorough research and consult with financial professionals before making any investment decisions.