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Essex Financial Services’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Essex Financial Services’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.33M Buy
6,727
+137
+2% +$26.5K 0.07% 257
2026
Q1 		$1.21M Buy
6,590
+635
+11% +$119K 0.07% 248
2025
Q4 		$1.06M Buy
5,955
+340
+6% +$59.5K 0.06% 265
2025
Q3 		$980K Buy
5,615
+234
+4% +$39.8K 0.06% 270
2025
Q2 		$885K Buy
5,381
+213
+4% +$33.7K 0.06% 284
2025
Q1 		$830K Sell
5,168
-3
-0.1% -$490 0.06% 272
2024
Q4 		$836K Buy
5,171
+37
+0.7% +$6.24K 0.06% 268
2024
Q3 		$863K Sell
5,134
-608
-11% -$96.7K 0.06% 273
2024
Q2 		$890K Buy
5,742
+1,033
+22% +$157K 0.07% 259
2024
Q1 		$734K Sell
4,709
-127
-3% -$18.6K 0.07% 253
2023
Q4 		$701K Sell
4,836
-821
-15% -$110K 0.07% 245
2023
Q3 		$741K Buy
5,657
+86
+2% +$11.9K 0.09% 221
2023
Q2 		$771K Sell
5,571
-39
-0.7% -$5.2K 0.09% 211
2023
Q1 		$752K Buy
5,610
+870
+18% +$121K 0.08% 228
2022
Q4 		$641K Buy
4,740
+1,558
+49% +$209K 0.07% 241
2022
Q3 		$387K Buy
3,182
+21
+0.7% +$2.84K 0.05% 296
2022
Q2 		$409K Buy
3,161
+193
+7% +$27.3K 0.05% 308
2022
Q1 		$444K Buy
2,968
+409
+16% +$60.2K 0.04% 308
2021
Q4 		$385K Hold
2,559
– – 0.04% 323
2021
Q3 		$357K Buy
2,559
+192
+8% +$27.3K 0.04% 318
2021
Q2 		$333K Buy
+2,367
New +$335K 0.05% 306

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Essex Financial Services increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 2.1% in Q2 2026, buying an estimated $26.5K and bringing the position to 6,727 shares worth $1.33M. The position accounts for 0.07% of the portfolio, ranked #257.

Essex Financial Services first reported a position in VOE in Q2 2021 and has held it in 21 quarters since. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • Essex Financial Services held 6,727 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.33M as of Q2 2026.
  • Essex Financial Services bought 137 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $26.5K.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.07% of Essex Financial Services's portfolio in Q2 2026, its #257 holding.
  • Essex Financial Services first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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