Essex Financial Services, Inc. - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 956 filers reported holding VANGUARD WORLD FDS in Q2 2024. The put-call ratio across all filers is 0.18 and the average weighting 0.4%.

Quarter-by-quarter ownership
Essex Financial Services, Inc. ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$2,263,987
+7.1%
8,286
+6.1%
0.17%
-13.8%
Q1 2024$2,113,239
+36.4%
7,812
+26.4%
0.20%
+21.9%
Q4 2023$1,549,163
+6.8%
6,179
+0.2%
0.16%
-4.8%
Q3 2023$1,450,034
-7.8%
6,168
-4.0%
0.17%
-6.1%
Q2 2023$1,572,622
-2.0%
6,424
-4.5%
0.18%
+5.9%
Q1 2023$1,604,021
+87027.7%
6,727
-9.4%
0.17%
-13.3%
Q4 2022$1,841
-99.9%
7,423
+0.6%
0.20%
-1.0%
Q3 2022$1,651,000
-5.0%
7,3810.0%0.20%
+2.1%
Q2 2022$1,738,000
-40.3%
7,381
-34.1%
0.19%
+35.9%
Q1 2022$2,913,000
+99.9%
11,193
+104.7%
0.14%
-1.4%
Q4 2021$1,457,000
-4.6%
5,469
-11.5%
0.14%
-17.7%
Q3 2021$1,527,000
+147.1%
6,179
+128.7%
0.18%
+94.4%
Q2 2021$618,0000.0%2,7020.0%0.09%
-18.9%
Q1 2021$618,000
+9.6%
2,702
+7.3%
0.11%
-0.9%
Q4 2020$564,000
+0.5%
2,519
-8.4%
0.11%
-18.8%
Q3 2020$561,000
+61.2%
2,750
+52.3%
0.14%
+29.0%
Q2 2020$348,000
+43.8%
1,806
+23.9%
0.11%
+24.4%
Q1 2020$242,000
+20.4%
1,458
+39.1%
0.09%
+56.4%
Q4 2019$201,000
-62.4%
1,048
-68.5%
0.06%
-66.5%
Q4 2018$535,000
-59.2%
3,331
-54.2%
0.16%
-43.3%
Q3 2018$1,311,000
-6.3%
7,268
-17.3%
0.29%
-14.2%
Q2 2018$1,399,000
-33.3%
8,792
-35.7%
0.34%
-18.0%
Q1 2018$2,098,000
+104.9%
13,668
+105.7%
0.41%
+69.1%
Q4 2017$1,024,000
-1.1%
6,644
-2.2%
0.24%
-4.3%
Q3 2017$1,035,000
-53.1%
6,796
-54.6%
0.25%
-45.4%
Q2 2017$2,206,000
+51.5%
14,968
+41.7%
0.46%
+38.8%
Q1 2017$1,456,000
-22.1%
10,565
-28.3%
0.34%
-16.5%
Q4 2016$1,869,000
-12.7%
14,745
-8.5%
0.40%
-21.2%
Q3 2016$2,141,000
-1.9%
16,108
-3.7%
0.51%
-3.6%
Q2 2016$2,182,000
+6.1%
16,723
+0.3%
0.53%
+3.7%
Q1 2016$2,056,000
-14.5%
16,672
-7.9%
0.51%
-11.9%
Q4 2015$2,406,000
+56.6%
18,103
+44.4%
0.58%
+44.9%
Q3 2015$1,536,000
+20.4%
12,534
+37.4%
0.40%
+21.3%
Q2 2015$1,276,000
+3.0%
9,119
-0.2%
0.33%
+3.5%
Q1 2015$1,239,000
+54.5%
9,140
+43.1%
0.32%
+52.2%
Q4 2014$802,000
+79.4%
6,389
+67.1%
0.21%
+56.0%
Q3 2014$447,000
+20.2%
3,824
+14.7%
0.13%
+20.7%
Q2 2014$372,0003,3350.11%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2024
NameSharesValueWeighting ↓
Wheelhouse Advisory Group LLC 54,425$14,355,35010.11%
Allied Investment Advisors, LLC 133,344$35,469,5048.32%
Morningstar Investment Management LLC 273,439$72,7357.60%
Wall Street Financial Group, Inc. 15,257$4,058,2506.90%
Beacon Capital Management, Inc. 583,712$155,267,5206.68%
PARAGON FINANCIAL PARTNERS, INC. 30,330$8,067,7576.29%
Essex Private Wealth Management, LLC 9,276$2,467,3976.28%
PGIM Custom Harvest LLC 1,054,252$280,430,9456.26%
ASSET PLANNING CORPORATION 29,161$7,756,6955.80%
Capital Advantage, Inc. 91,922$24,234,2084.97%
View complete list of VANGUARD WORLD FDS shareholders