Essex Financial Services, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 335 filers reported holding VANGUARD WORLD FDS in Q2 2018. The put-call ratio across all filers is 0.49 and the average weighting 0.3%.

Quarter-by-quarter ownership
Essex Financial Services, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$2,010,824
+5.3%
16,146
+11.4%
0.15%
-15.3%
Q1 2024$1,909,381
+7.1%
14,498
-4.7%
0.18%
-4.3%
Q4 2023$1,783,434
+19.6%
15,206
+29.3%
0.18%
+6.4%
Q3 2023$1,490,593
+22.8%
11,761
+9.3%
0.17%
+25.4%
Q2 2023$1,214,329
+1.8%
10,757
+3.1%
0.14%
+9.5%
Q1 2023$1,192,304
+103308.8%
10,438
+9.7%
0.13%
+3.3%
Q4 2022$1,153
-99.9%
9,511
-2.5%
0.12%
+3.4%
Q3 2022$991,000
+7.5%
9,756
+5.3%
0.12%
+14.6%
Q2 2022$922,000
-28.0%
9,265
-29.5%
0.10%
+66.1%
Q1 2022$1,280,000
+281.0%
13,142
+203.7%
0.06%
+87.9%
Q4 2021$336,000
+17.1%
4,328
+11.3%
0.03%0.0%
Q3 2021$287,000
+0.3%
3,889
+3.3%
0.03%
-19.5%
Q2 2021$286,000
+42.3%
3,764
+97.1%
0.04%
-6.8%
Q3 2018$201,000
-35.2%
1,910
-43.1%
0.04%
-27.9%
Q1 2018$310,000
-55.8%
3,355
-57.6%
0.06%
-58.8%
Q2 2017$701,000
+3.2%
7,920
+12.8%
0.15%
-5.1%
Q1 2017$679,000
-22.9%
7,020
-16.6%
0.16%
-17.5%
Q4 2016$881,000
+25.7%
8,420
+17.4%
0.19%
+13.2%
Q3 2016$701,000
+5.7%
7,175
+2.9%
0.17%
+4.4%
Q2 2016$663,000
+67.8%
6,970
+51.6%
0.16%
+63.3%
Q1 2016$395,000
-10.8%
4,599
-13.7%
0.10%
-7.5%
Q4 2015$443,000
-5.9%
5,329
-4.1%
0.11%
-13.1%
Q3 2015$471,000
+79.8%
5,554
+126.5%
0.12%
+82.1%
Q2 2015$262,000
+23.0%
2,452
+25.7%
0.07%
+21.8%
Q1 2015$213,0001,9500.06%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2018
NameSharesValueWeighting ↓
Marotta Asset Management 427,870$15,591,569,0006.00%
M Financial Asset Management, Inc. 10,537$403,0004.54%
Beacon Capital Management, Inc. 2,210,987$84,504,0004.54%
AJ WEALTH STRATEGIES, LLC 684,753$26,171,0003.55%
STEEL GROVE CAPITAL ADVISORS, LLC 113,500$4,338,0002.83%
CMH Wealth Management LLC 103,332$3,949,0002.31%
Penn Mutual Asset Management 68,000$2,599,0001.88%
STARR INTERNATIONAL CO INC 56,000$2,140,0001.54%
Regis Management CO LLC 145,962$5,579,0001.28%
Zuckerman Investment Group, LLC 108,450$4,145,0001.21%
View complete list of VANGUARD WORLD FDS shareholders