Beacon Capital Management, Inc. Q2 2023 vs. Q3 2023: A Comprehensive Analysis of Holdings

Introduction:

As the investment landscape continues to evolve, it is crucial for investors and fund managers to stay updated with the latest market trends. One way to gain insights into the changing dynamics of the market is by analyzing the 13F filings of various funds. In this article, we will delve into the Q2 2023 and Q3 2023 13F holdings of Beacon Capital Management, Inc., highlighting the significant changes in their portfolio and shedding light on the implications for investors.

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

In the second quarter of 2023, Beacon Capital Management, Inc. made substantial changes to its holdings, reflecting a strategic shift in its investment approach. Let's explore the key changes in the fund's portfolio:

VANGUARD BD INDEX FDS - BSV:

During the period, Beacon Capital Management, Inc. significantly reduced its shares in VANGUARD BD INDEX FDS (BSV). The fund's holdings of BSV decreased from 28,043,774 shares in Q2 2023 to 6,808,579 shares in Q3 2023. This reduction amounted to a decrease of 75.9%.

VANGUARD WORLD FDS - VDE:

Beacon Capital Management, Inc. also experienced a significant change in its holdings of VANGUARD WORLD FDS (VDE). The fund's shares in VDE increased dramatically from 27,750 shares in Q2 2023 to 1,761,010 shares in Q3 2023, representing a staggering increase of 7,024.7%.

VANGUARD WORLD FDS - VOX, VAW, VIS, VDC:

The fund's holdings in VANGUARD WORLD FDS (VOX, VAW, VIS, VDC) also witnessed substantial changes. In the case of VOX, Beacon Capital Management, Inc. saw a rise in shares from 555,582 to 1,919,271, indicating a substantial increase of 241.8%. Similarly, its holdings in VAW, VIS, and VDC experienced impressive increases of 251.1%, 234.8%, and 258.2%, respectively.

VANGUARD WORLD FDS - VFH, VCR, VGT, VHT, VPU:

Beacon Capital Management, Inc. made bold moves in its holdings of VANGUARD WORLD FDS (VFH, VCR, VGT, VHT, VPU) as well. The fund's shares in VFH increased significantly, skyrocketing from 37,964 shares in Q2 2023 to an astounding 2,409,358 shares in Q3 2023, marking an increase of 6,174.6%. Furthermore, Beacon Capital Management, Inc. experienced notable increases in its holdings of VCR, VGT, VHT, and VPU, indicating growth percentages of 224.5%, 203.8%, 5,020.1%, and 4,837.3% respectively.

Conclusion:

The Q2 2023 vs. Q3 2023 13F holdings comparison of Beacon Capital Management, Inc. showcases the fund's strategic maneuvers in response to evolving market conditions. While the fund significantly reduced its holdings in BSV, it capitalized on the potential of other Vanguard funds, resulting in substantial increases in share count. These changes can present valuable insights for investors, offering guidance on the fund's shifting investment strategies and opportunities for potential growth.

Disclaimer: This article is for informational purposes only and should not be considered as financial advice. It is essential to conduct thorough research and seek professional guidance before making any investment decisions.