EFS
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Essex Financial Services’s Vanguard Total World Stock ETF VT Stock Holding History

Essex Financial Services’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.15M Sell
7,338
-215
-3% -$32.8K 0.06% 286
2026
Q1 		$1.04M Buy
7,553
+156
+2% +$22.4K 0.06% 276
2025
Q4 		$1.04M Buy
7,397
+44
+0.6% +$6.15K 0.06% 267
2025
Q3 		$1.01M Sell
7,353
-6
-0.1% -$797 0.06% 260
2025
Q2 		$946K Sell
7,359
-156
-2% -$18.7K 0.06% 267
2025
Q1 		$871K Sell
7,515
-161
-2% -$19.3K 0.06% 256
2024
Q4 		$902K Buy
7,676
+210
+3% +$25.2K 0.06% 254
2024
Q3 		$893K Sell
7,466
-355
-5% -$40.8K 0.06% 266
2024
Q2 		$865K Sell
7,821
-711
-8% -$78.4K 0.06% 266
2024
Q1 		$943K Buy
8,532
+123
+1% +$13K 0.09% 218
2023
Q4 		$865K Buy
8,409
+41
+0.5% +$3.94K 0.09% 216
2023
Q3 		$780K Buy
8,368
+51
+0.6% +$4.95K 0.09% 211
2023
Q2 		$807K Hold
8,317
– – 0.09% 207
2023
Q1 		$766K Hold
8,317
– – 0.08% 222
2022
Q4 		$716K Buy
8,317
+1
+0% +$85 0.08% 222
2022
Q3 		$656K Buy
8,316
+9
+0.1% +$791 0.08% 221
2022
Q2 		$709K Sell
8,307
-497
-6% -$46K 0.08% 223
2022
Q1 		$892K Buy
8,804
+2,723
+45% +$276K 0.09% 215
2021
Q4 		$653K Hold
6,081
– – 0.06% 252
2021
Q3 		$619K Buy
6,081
+4,001
+192% +$419K 0.07% 246
2021
Q2 		$202K Hold
2,080
– – 0.03% 440
2021
Q1 		$202K Buy
+2,080
New +$200K 0.04% 340
2018
Q4 		– Sell
-3,288
Closed -$249K – 296
2018
Q3 		$249K Buy
+3,288
New +$247K 0.05% 244
2018
Q2 		– Sell
-6,751
Closed -$497K – 352
2018
Q1 		$497K Buy
+6,751
New +$512K 0.1% 197
2017
Q3 		– Sell
-4,185
Closed -$283K – 350
2017
Q2 		$283K Buy
4,185
+385
+10% +$25.7K 0.06% 279
2017
Q1 		$248K Buy
+3,800
New +$243K 0.06% 282

Other funds holding VT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Essex Financial Services's VT Position: Q2 2026 in Review

Essex Financial Services reduced its Vanguard Total World Stock ETF (VT) stake by 2.8% in Q2 2026, selling an estimated $32.8K and leaving 7,338 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #286.

Essex Financial Services first reported a position in VT in Q1 2017 and has held it in 26 quarters since. 923 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Essex Financial Services held 7,338 shares of Vanguard Total World Stock ETF worth $1.15M as of Q2 2026.
  • Essex Financial Services sold 215 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $32.8K.
  • Vanguard Total World Stock ETF made up 0.06% of Essex Financial Services's portfolio in Q2 2026, its #286 holding.
  • Essex Financial Services first reported a position in Vanguard Total World Stock ETF in Q1 2017 and has held it in 26 quarters since.
  • 923 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.