Essex Financial Services’s Vanguard Industrials ETF VIS Stock Holding History

Essex Financial Services’s Portfolio VIS Stock Details VIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$946K	Buy	3,031 +37	+1%	+$12K	0.05%	305
2025 Q4	$893K	Buy	2,994 +33	+1%	+$9.8K	0.05%	310
2025 Q3	$877K	Buy	2,961 +6	+0.2%	+$1.74K	0.05%	299
2025 Q2	$828K	Sell	2,955 -688	-19%	-$178K	0.05%	297
2025 Q1	$902K	Buy	3,643 +9	+0.2%	+$2.33K	0.07%	250
2024 Q4	$925K	Sell	3,634 -14	-0.4%	-$3.73K	0.07%	246
2024 Q3	$959K	Buy	3,648 +71	+2%	+$17.4K	0.07%	253
2024 Q2	$854K	Buy	+3,577	New	+$852K	0.06%	269
2018 Q2	–	Sell	-2,018	Closed	-$281K	–	349
2018 Q1	$281K	Buy	+2,018	New	+$291K	0.06%	277
2017 Q3	–	Sell	-2,018	Closed	-$259K	–	344
2017 Q2	$259K	Buy	+2,018	New	+$255K	0.05%	292

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

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

Essex Financial Services increased its Vanguard Industrials ETF (VIS) stake by 1.2% in Q1 2026, buying an estimated $12K and bringing the position to 3,031 shares worth $946K. The position accounts for 0.05% of the portfolio, ranked #305.

Essex Financial Services first reported a position in VIS in Q2 2017 and has held it in 10 quarters since. The position peaked at $959K in Q3 2024. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

Essex Financial Services held 3,031 shares of Vanguard Industrials ETF worth $946K as of Q1 2026.
Essex Financial Services bought 37 Vanguard Industrials ETF shares in Q1 2026, an estimated $12K.
Vanguard Industrials ETF made up 0.05% of Essex Financial Services's portfolio in Q1 2026, its #305 holding.
Essex Financial Services first reported a position in Vanguard Industrials ETF in Q2 2017 and has held it in 10 quarters since.
Essex Financial Services's Vanguard Industrials ETF position peaked at $959K in Q3 2024.
596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

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