EFS
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Essex Financial Services’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Essex Financial Services’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$436K Buy
1,192
+16
+1% +$5.45K 0.02% 522
2026
Q1 		$355K Sell
1,176
-28
-2% -$8.8K 0.02% 558
2025
Q4 		$364K Buy
1,204
+100
+9% +$30.2K 0.02% 546
2025
Q3 		$329K Buy
1,104
+266
+32% +$76.8K 0.02% 552
2025
Q2 		$232K Sell
838
-10
-1% -$2.58K 0.02% 622
2025
Q1 		$213K Buy
848
+9
+1% +$2.49K 0.02% 590
2024
Q4 		$235K Buy
839
+1
+0.1% +$283 0.02% 559
2024
Q3 		$226K Sell
838
-15
-2% -$3.84K 0.02% 567
2024
Q2 		$211K Sell
853
-77
-8% -$19.2K 0.02% 569
2024
Q1 		$243K Buy
+930
New +$228K 0.02% 467

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

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

Essex Financial Services increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.4% in Q2 2026, buying an estimated $5.45K and bringing the position to 1,192 shares worth $436K. The position accounts for 0.02% of the portfolio, ranked #522.

Essex Financial Services first reported a position in VBK in Q1 2024 and has held it in 10 quarters since. 1,057 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Essex Financial Services held 1,192 shares of Vanguard Morningstar Small-Cap Growth ETF worth $436K as of Q2 2026.
  • Essex Financial Services bought 16 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $5.45K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #522 holding.
  • Essex Financial Services first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,057 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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