EFS
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Essex Financial Services’s Vanguard Information Technology ETF VGT Stock Holding History

Essex Financial Services’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.29M Sell
37,696
-1,328
-3% -$122K 0.18% 118
2025
Q4 		$3.68M Buy
39,024
+632
+2% +$60K 0.21% 104
2025
Q3 		$3.58M Buy
38,392
+2,528
+7% +$221K 0.21% 101
2025
Q2 		$2.97M Sell
35,864
-272
-0.8% -$19.8K 0.2% 118
2025
Q1 		$2.45M Buy
36,136
+608
+2% +$45.8K 0.18% 118
2024
Q4 		$2.76M Buy
35,528
+3,744
+12% +$288K 0.2% 116
2024
Q3 		$2.41M Sell
31,784
-72
-0.2% -$5.12K 0.17% 114
2024
Q2 		$2.12M Buy
31,856
+11,216
+54% +$746K 0.16% 125
2024
Q1 		$1.35M Sell
20,640
-3,392
-14% -$215K 0.12% 166
2023
Q4 		$1.45M Sell
24,032
-352
-1% -$19.6K 0.15% 137
2023
Q3 		$1.26M Buy
24,384
+752
+3% +$40.9K 0.15% 143
2023
Q2 		$1.31M Hold
23,632
– – 0.15% 140
2023
Q1 		$1.14M Buy
23,632
+1,896
+9% +$83.8K 0.12% 166
2022
Q4 		$867K Sell
21,736
-4,520
-17% -$184K 0.09% 197
2022
Q3 		$1.01M Sell
26,256
-2,600
-9% -$114K 0.12% 158
2022
Q2 		$1.18M Sell
28,856
-9,160
-24% -$413K 0.13% 151
2022
Q1 		$1.98M Buy
38,016
+21,384
+129% +$1.1M 0.19% 117
2021
Q4 		$953K Buy
16,632
+216
+1% +$11.9K 0.09% 204
2021
Q3 		$823K Buy
16,416
+2,808
+21% +$146K 0.09% 205
2021
Q2 		$610K Hold
13,608
– – 0.09% 212
2021
Q1 		$610K Buy
13,608
+1,104
+9% +$49.7K 0.11% 178
2020
Q4 		$553K Buy
12,504
+1,624
+15% +$66.8K 0.11% 177
2020
Q3 		$424K Buy
10,880
+872
+9% +$32.8K 0.1% 178
2020
Q2 		$349K Buy
10,008
+440
+5% +$13.7K 0.11% 177
2020
Q1 		$253K Buy
9,568
+1,368
+17% +$41.5K 0.09% 201
2019
Q4 		$251K Buy
+8,200
New +$235K 0.07% 230
2019
Q1 		– Sell
-11,992
Closed -$250K – 259
2018
Q4 		$250K Sell
11,992
-67,448
-85% -$1.53M 0.08% 203
2018
Q3 		$2.01M Buy
79,440
+14,384
+22% +$350K 0.44% 63
2018
Q2 		$1.48M Sell
65,056
-27,576
-30% -$619K 0.36% 72
2018
Q1 		$1.98M Buy
92,632
+43,768
+90% +$956K 0.39% 69
2017
Q4 		$1.01M Buy
48,864
+6,112
+14% +$124K 0.24% 91
2017
Q3 		$812K Sell
42,752
-43,440
-50% -$805K 0.2% 104
2017
Q2 		$1.52M Buy
86,192
+35,504
+70% +$625K 0.32% 82
2017
Q1 		$859K Sell
50,688
-17,200
-25% -$281K 0.2% 115
2016
Q4 		$1.03M Buy
67,888
+21,640
+47% +$326K 0.22% 108
2016
Q3 		$696K Sell
46,248
-4,840
-9% -$70.2K 0.17% 133
2016
Q2 		$684K Sell
51,088
-1,200
-2% -$16.1K 0.17% 134
2016
Q1 		$716K Sell
52,288
-4,600
-8% -$58.6K 0.18% 129
2015
Q4 		$770K Buy
56,888
+11,448
+25% +$156K 0.18% 124
2015
Q3 		$568K Buy
+45,440
New +$596K 0.15% 153

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Essex Financial Services reduced its Vanguard Information Technology ETF (VGT) stake by 3.4% in Q1 2026, selling an estimated $122K and leaving 37,696 shares worth $3.29M. The position accounts for 0.18% of the portfolio, ranked #118.

Essex Financial Services first reported a position in VGT in Q3 2015 and has held it in 40 quarters since. The position peaked at $3.68M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

  • Essex Financial Services held 37,696 shares of Vanguard Information Technology ETF worth $3.29M as of Q1 2026.
  • Essex Financial Services sold 1,328 Vanguard Information Technology ETF shares in Q1 2026, an estimated $122K.
  • Vanguard Information Technology ETF made up 0.18% of Essex Financial Services's portfolio in Q1 2026, its #118 holding.
  • Essex Financial Services first reported a position in Vanguard Information Technology ETF in Q3 2015 and has held it in 40 quarters since.
  • Essex Financial Services's Vanguard Information Technology ETF position peaked at $3.68M in Q4 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

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