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 Q2	$1.09M	Buy	3,036 +5	+0.2%	+$1.69K	0.05%	297
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 $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

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

Essex Financial Services increased its Vanguard Industrials ETF (VIS) stake by 0.16% in Q2 2026, buying an estimated $1.69K and bringing the position to 3,036 shares worth $1.09M. The position accounts for 0.05% of the portfolio, ranked #297.

Essex Financial Services first reported a position in VIS in Q2 2017 and has held it in 11 quarters since. 626 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Essex Financial Services held 3,036 shares of Vanguard Industrials ETF worth $1.09M as of Q2 2026.
Essex Financial Services bought 5 Vanguard Industrials ETF shares in Q2 2026, an estimated $1.69K.
Vanguard Industrials ETF made up 0.05% of Essex Financial Services's portfolio in Q2 2026, its #297 holding.
Essex Financial Services first reported a position in Vanguard Industrials ETF in Q2 2017 and has held it in 11 quarters since.
626 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

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