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Essex Financial Services’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Essex Financial Services’s Portfolio VIGI Stock Details VIGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.87M Buy
21,193
+239
+1% +$22.1K 0.11% 181
2025
Q4 		$1.92M Buy
20,954
+1,875
+10% +$170K 0.11% 178
2025
Q3 		$1.71M Buy
19,079
+1,203
+7% +$107K 0.1% 183
2025
Q2 		$1.61M Buy
17,876
+102
+0.6% +$8.81K 0.11% 179
2025
Q1 		$1.47M Buy
17,774
+57
+0.3% +$4.74K 0.11% 175
2024
Q4 		$1.42M Buy
17,717
+17
+0.1% +$1.43K 0.1% 179
2024
Q3 		$1.51M Buy
17,700
+1
+0% +$85 0.11% 176
2024
Q2 		$1.45M Buy
17,699
+3,661
+26% +$294K 0.11% 177
2024
Q1 		$1.14M Sell
14,038
-672
-5% -$53.8K 0.11% 186
2023
Q4 		$1.17M Buy
14,710
+51
+0.3% +$3.76K 0.12% 166
2023
Q3 		$1.05M Buy
14,659
+1
+0% +$74 0.12% 172
2023
Q2 		$1.1M Buy
14,658
+2
+0% +$150 0.13% 163
2023
Q1 		$1.08M Buy
14,656
+2
+0% +$145 0.11% 172
2022
Q4 		$1.02M Buy
14,654
+8,065
+122% +$544K 0.11% 179
2022
Q3 		$408K Sell
6,589
-136
-2% -$9.29K 0.05% 289
2022
Q2 		$461K Sell
6,725
-427
-6% -$31.3K 0.05% 284
2022
Q1 		$565K Buy
7,152
+877
+14% +$69.9K 0.05% 271
2021
Q4 		$536K Buy
6,275
+75
+1% +$6.66K 0.05% 271
2021
Q3 		$541K Buy
6,200
+1,960
+46% +$175K 0.06% 258
2021
Q2 		$351K Hold
4,240
– – 0.05% 289
2021
Q1 		$351K Buy
4,240
+975
+30% +$81.2K 0.06% 235
2020
Q4 		$266K Buy
+3,265
New +$251K 0.05% 260
2019
Q3 		– Sell
-3,935
Closed -$268K – 265
2019
Q2 		$268K Sell
3,935
-619
-14% -$40.8K 0.08% 197
2019
Q1 		$294K Sell
4,554
-5,955
-57% -$368K 0.09% 173
2018
Q4 		$605K Buy
+10,509
New +$624K 0.19% 113

Other funds holding VIGI

EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Essex Financial Services increased its Vanguard International Dividend Appreciation ETF (VIGI) stake by 1.1% in Q1 2026, buying an estimated $22.1K and bringing the position to 21,193 shares worth $1.87M. The position accounts for 0.11% of the portfolio, ranked #181.

Essex Financial Services first reported a position in VIGI in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.92M in Q4 2025. 590 funds tracked by Wall St. Rank hold VIGI as of Q1 2026.

  • Essex Financial Services held 21,193 shares of Vanguard International Dividend Appreciation ETF worth $1.87M as of Q1 2026.
  • Essex Financial Services bought 239 Vanguard International Dividend Appreciation ETF shares in Q1 2026, an estimated $22.1K.
  • Vanguard International Dividend Appreciation ETF made up 0.11% of Essex Financial Services's portfolio in Q1 2026, its #181 holding.
  • Essex Financial Services first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2018 and has held it in 25 quarters since.
  • Essex Financial Services's Vanguard International Dividend Appreciation ETF position peaked at $1.92M in Q4 2025.
  • 590 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2026.

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