EFS
VDIG

Essex Financial Services’s Vanguard Wellington Dividend Growth Active ETF VDIG Stock Holding History

Essex Financial Services’s Portfolio VDIG Stock Details VDIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$568K Buy
9,095
+5,170
+132% +$314K 0.03% 443
2026
Q1 		$224K Buy
+3,925
New +$237K 0.01% 715

Other funds holding VDIG

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WF
Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM

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

Essex Financial Services increased its Vanguard Wellington Dividend Growth Active ETF (VDIG) stake by 132% in Q2 2026, buying an estimated $314K and bringing the position to 9,095 shares worth $568K. The position accounts for 0.03% of the portfolio, ranked #443.

Essex Financial Services first reported a position in VDIG in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold VDIG as of Q2 2026.

  • Essex Financial Services held 9,095 shares of Vanguard Wellington Dividend Growth Active ETF worth $568K as of Q2 2026.
  • Essex Financial Services bought 5,170 Vanguard Wellington Dividend Growth Active ETF shares in Q2 2026, an estimated $314K.
  • Vanguard Wellington Dividend Growth Active ETF made up 0.03% of Essex Financial Services's portfolio in Q2 2026, its #443 holding.
  • Essex Financial Services first reported a position in Vanguard Wellington Dividend Growth Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Vanguard Wellington Dividend Growth Active ETF as of Q2 2026.

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