Essex Financial Services, Inc. - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is MGK and the CUSIP is 921910816. A total of 323 filers reported holding VANGUARD WORLD FD in Q2 2020. The put-call ratio across all filers is 0.74 and the average weighting 1.0%.

Quarter-by-quarter ownership
Essex Financial Services, Inc. ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$677,144
-5.8%
2,298
-8.4%
0.05%
-24.2%
Q1 2024$718,729
-12.5%
2,508
-20.8%
0.07%
-22.4%
Q4 2023$821,698
+66.3%
3,166
+45.4%
0.08%
+49.1%
Q3 2023$494,009
-1.8%
2,177
+1.9%
0.06%0.0%
Q2 2023$502,865
+36.2%
2,137
+18.3%
0.06%
+46.2%
Q1 2023$369,286
+150016.3%
1,806
+26.2%
0.04%
+50.0%
Q4 2022$246
-99.9%
1,431
+0.1%
0.03%
-13.3%
Q3 2022$249,000
-4.2%
1,4300.0%0.03%
+3.4%
Q2 2022$260,000
-61.2%
1,430
-47.2%
0.03%
-12.1%
Q1 2022$670,000
+101.2%
2,707
+111.8%
0.03%0.0%
Q4 2021$333,000
+11.0%
1,2780.0%0.03%
-2.9%
Q3 2021$300,000
+12.8%
1,278
-0.5%
0.03%
-12.8%
Q2 2021$266,0000.0%1,2850.0%0.04%
-18.8%
Q1 2021$266,000
+3.5%
1,285
+2.0%
0.05%
-5.9%
Q4 2020$257,000
-43.6%
1,260
-48.7%
0.05%
-54.5%
Q3 2020$456,000
+67.6%
2,457
+47.8%
0.11%
+33.3%
Q2 2020$272,0001,6620.08%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2020
NameSharesValueWeighting ↓
Erickson Financial Group, LLC 119,456$21,704,00023.25%
Tower Wealth Partners, Inc. 56,363$10,241,00013.61%
Zeit Capital LLC 76,404$13,883,00013.34%
Bernardo Wealth Planning LLC 120,738$21,937,00012.53%
Greytown Advisors Inc. 96,310$17,498,0009.92%
Blackston Financial Advisory Group, LLC 78,261$14,995,0009.80%
FC Advisory LLC 111,649$20,285,0009.71%
ANGELES WEALTH MANAGEMENT, LLC 263,936$47,954,0009.58%
BHK Investment Advisors, LLC 114,827$20,863,0009.38%
Black Diamond Financial, LLC 117,956$21,525,0008.48%
View complete list of VANGUARD WORLD FD shareholders