EFS
VO icon

Essex Financial Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Essex Financial Services’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.17M Sell
113,848
-664
-0.6% -$49.3K 0.46% 46
2025
Q4 		$8.31M Buy
114,512
+6,696
+6% +$487K 0.47% 47
2025
Q3 		$7.92M Buy
107,816
+7,204
+7% +$517K 0.47% 46
2025
Q2 		$7.04M Buy
100,612
+2,852
+3% +$187K 0.46% 45
2025
Q1 		$6.32M Sell
97,760
-580
-0.6% -$38.9K 0.46% 49
2024
Q4 		$6.49M Buy
98,340
+2,748
+3% +$187K 0.46% 45
2024
Q3 		$6.38M Sell
95,592
-4,024
-4% -$253K 0.46% 48
2024
Q2 		$6.08M Buy
99,616
+10,220
+11% +$621K 0.45% 53
2024
Q1 		$5.58M Buy
89,396
+2,092
+2% +$124K 0.51% 43
2023
Q4 		$5.08M Buy
87,304
+6,748
+8% +$361K 0.52% 43
2023
Q3 		$4.19M Sell
80,556
-532
-0.7% -$29.2K 0.49% 48
2023
Q2 		$4.46M Buy
81,088
+512
+0.6% +$26.8K 0.51% 46
2023
Q1 		$4.25M Buy
80,576
+3,752
+5% +$200K 0.45% 57
2022
Q4 		$3.91M Sell
76,824
-25,248
-25% -$1.29M 0.41% 55
2022
Q3 		$4.8M Sell
102,072
-22,124
-18% -$1.16M 0.57% 43
2022
Q2 		$6.12M Buy
124,196
+1,460
+1% +$78.9K 0.68% 31
2022
Q1 		$7.3M Buy
122,736
+3,208
+3% +$188K 0.7% 31
2021
Q4 		$7.61M Buy
119,528
+8,080
+7% +$506K 0.75% 28
2021
Q3 		$6.6M Buy
111,448
+25,580
+30% +$1.55M 0.75% 23
2021
Q2 		$4.75M Hold
85,868
– – 0.69% 25
2021
Q1 		$4.75M Buy
85,868
+4,272
+5% +$232K 0.85% 23
2020
Q4 		$4.22M Buy
81,596
+7,672
+10% +$371K 0.83% 25
2020
Q3 		$3.26M Buy
73,924
+13,412
+22% +$584K 0.8% 31
2020
Q2 		$2.48M Buy
60,512
+20,696
+52% +$793K 0.76% 36
2020
Q1 		$1.31M Buy
39,816
+20,080
+102% +$832K 0.47% 54
2019
Q4 		$879K Buy
19,736
+6,404
+48% +$275K 0.24% 94
2019
Q3 		$559K Buy
13,332
+1,216
+10% +$50.8K 0.18% 125
2019
Q2 		$506K Buy
12,116
+5,032
+71% +$206K 0.15% 136
2019
Q1 		$285K Buy
+7,084
New +$272K 0.09% 176
2018
Q4 		– Sell
-5,796
Closed -$238K – 294
2018
Q3 		$238K Hold
5,796
– – 0.05% 251
2018
Q2 		$228K Sell
5,796
-27,716
-83% -$1.09M 0.05% 241
2018
Q1 		$1.29M Buy
+33,512
New +$1.32M 0.25% 102
2017
Q3 		– Sell
-26,064
Closed -$929K – 346
2017
Q2 		$929K Buy
26,064
+2,100
+9% +$74.2K 0.2% 119
2017
Q1 		$834K Buy
23,964
+3,520
+17% +$121K 0.19% 118
2016
Q4 		$673K Buy
+20,444
New +$662K 0.14% 145
2016
Q2 		– Sell
-7,040
Closed -$213K – 322
2016
Q1 		$213K Sell
7,040
-300
-4% -$8.48K 0.05% 278
2015
Q4 		$220K Hold
7,340
– – 0.05% 284
2015
Q3 		$214K Buy
+7,340
New +$229K 0.06% 290

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Essex Financial Services reduced its Vanguard Mid-Cap ETF (VO) stake by 0.58% in Q1 2026, selling an estimated $49.3K and leaving 113,848 shares worth $8.17M. The position accounts for 0.46% of the portfolio, ranked #46.

Essex Financial Services first reported a position in VO in Q3 2015 and has held it in 38 quarters since. The position peaked at $8.31M in Q4 2025. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Essex Financial Services held 113,848 shares of Vanguard Mid-Cap ETF worth $8.17M as of Q1 2026.
  • Essex Financial Services sold 664 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $49.3K.
  • Vanguard Mid-Cap ETF made up 0.46% of Essex Financial Services's portfolio in Q1 2026, its #46 holding.
  • Essex Financial Services first reported a position in Vanguard Mid-Cap ETF in Q3 2015 and has held it in 38 quarters since.
  • Essex Financial Services's Vanguard Mid-Cap ETF position peaked at $8.31M in Q4 2025.
  • 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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