EFS
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Essex Financial Services’s Vanguard Small-Cap ETF VB Stock Holding History

Essex Financial Services’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.05M Buy
26,921
+1,663
+7% +$450K 0.4% 56
2025
Q4 		$6.52M Buy
25,258
+1,444
+6% +$370K 0.37% 57
2025
Q3 		$6.06M Buy
23,814
+1,342
+6% +$333K 0.36% 58
2025
Q2 		$5.33M Sell
22,472
-1,544
-6% -$344K 0.35% 66
2025
Q1 		$5.33M Buy
24,016
+2,611
+12% +$624K 0.38% 59
2024
Q4 		$5.14M Buy
21,405
+857
+4% +$211K 0.36% 61
2024
Q3 		$4.89M Sell
20,548
-1,872
-8% -$425K 0.35% 65
2024
Q2 		$4.93M Buy
22,420
+487
+2% +$107K 0.37% 64
2024
Q1 		$5.01M Buy
21,933
+193
+0.9% +$41.5K 0.46% 52
2023
Q4 		$4.64M Buy
21,740
+2,675
+14% +$515K 0.48% 51
2023
Q3 		$3.6M Buy
19,065
+65
+0.3% +$13K 0.42% 58
2023
Q2 		$3.78M Sell
19,000
-717
-4% -$135K 0.43% 56
2023
Q1 		$3.74M Sell
19,717
-443
-2% -$85.9K 0.39% 67
2022
Q4 		$3.7M Sell
20,160
-357
-2% -$66.2K 0.39% 61
2022
Q3 		$3.51M Sell
20,517
-1,659
-7% -$313K 0.42% 59
2022
Q2 		$3.9M Sell
22,176
-1,980
-8% -$382K 0.43% 53
2022
Q1 		$5.13M Buy
24,156
+6,513
+37% +$1.37M 0.49% 50
2021
Q4 		$3.99M Buy
17,643
+1,961
+13% +$446K 0.39% 61
2021
Q3 		$3.43M Buy
15,682
+4,000
+34% +$889K 0.39% 56
2021
Q2 		$2.5M Hold
11,682
– – 0.36% 62
2021
Q1 		$2.5M Buy
11,682
+1,630
+16% +$343K 0.45% 56
2020
Q4 		$1.96M Buy
10,052
+3,380
+51% +$596K 0.39% 65
2020
Q3 		$1.03M Buy
6,672
+936
+16% +$144K 0.25% 97
2020
Q2 		$836K Sell
5,736
-6
-0.1% -$806 0.26% 97
2020
Q1 		$663K Buy
5,742
+4,012
+232% +$603K 0.24% 103
2019
Q4 		$287K Buy
+1,730
New +$276K 0.08% 211
2019
Q1 		– Sell
-2,168
Closed -$286K – 257
2018
Q4 		$286K Sell
2,168
-8,145
-79% -$1.19M 0.09% 183
2018
Q3 		$1.68M Buy
10,313
+3,523
+52% +$570K 0.37% 73
2018
Q2 		$1.06M Sell
6,790
-5,456
-45% -$835K 0.25% 89
2018
Q1 		$1.8M Buy
12,246
+8,460
+223% +$1.26M 0.35% 83
2017
Q4 		$560K Buy
+3,786
New +$548K 0.13% 141
2017
Q3 		– Sell
-5,228
Closed -$709K – 338
2017
Q2 		$709K Buy
5,228
+1,202
+30% +$161K 0.15% 150
2017
Q1 		$537K Buy
4,026
+378
+10% +$50K 0.12% 172
2016
Q4 		$470K Buy
3,648
+300
+9% +$37.2K 0.1% 184
2016
Q3 		$409K Hold
3,348
– – 0.1% 196
2016
Q2 		$387K Sell
3,348
-18
-0.5% -$2.04K 0.09% 204
2016
Q1 		$375K Hold
3,366
– – 0.09% 204
2015
Q4 		$372K Buy
3,366
+175
+5% +$19.8K 0.09% 211
2015
Q3 		$344K Hold
3,191
– – 0.09% 216
2015
Q2 		$388K Hold
3,191
– – 0.1% 208
2015
Q1 		$391K Buy
+3,191
New +$378K 0.1% 206

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Essex Financial Services's VB Position: Q1 2026 in Review

Essex Financial Services increased its Vanguard Small-Cap ETF (VB) stake by 6.6% in Q1 2026, buying an estimated $450K and bringing the position to 26,921 shares worth $7.05M. The position accounts for 0.4% of the portfolio, ranked #56.

Essex Financial Services first reported a position in VB in Q1 2015 and has held it in 41 quarters since. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Essex Financial Services held 26,921 shares of Vanguard Small-Cap ETF worth $7.05M as of Q1 2026.
  • Essex Financial Services bought 1,663 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $450K.
  • Vanguard Small-Cap ETF made up 0.4% of Essex Financial Services's portfolio in Q1 2026, its #56 holding.
  • Essex Financial Services first reported a position in Vanguard Small-Cap ETF in Q1 2015 and has held it in 41 quarters since.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.