Essex Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.09M	Buy	11,866 +504	+4%	+$315K	0.4%	53
2025 Q4	$7.13M	Buy	11,362 +1,271	+13%	+$790K	0.41%	51
2025 Q3	$6.18M	Buy	10,091 +244	+2%	+$144K	0.37%	57
2025 Q2	$5.59M	Buy	9,847 +243	+3%	+$128K	0.37%	60
2025 Q1	$4.94M	Buy	9,604 +814	+9%	+$440K	0.36%	63
2024 Q4	$4.74M	Buy	8,790 +60	+0.7%	+$32.5K	0.33%	68
2024 Q3	$4.68M	Buy	8,730 +386	+5%	+$196K	0.34%	67
2024 Q2	$4.07M	Buy	8,344 +1,296	+18%	+$624K	0.3%	75
2024 Q1	$3.39M	Buy	7,048 +460	+7%	+$211K	0.31%	72
2023 Q4	$2.88M	Buy	6,588 +1,349	+26%	+$552K	0.3%	77
2023 Q3	$2.06M	Sell	5,239 -330	-6%	-$135K	0.24%	92
2023 Q2	$2.27M	Buy	5,569 +303	+6%	+$117K	0.26%	83
2023 Q1	$1.98M	Sell	5,266 -3,143	-37%	-$1.15M	0.21%	109
2022 Q4	$2.95M	Sell	8,409 -220	-3%	-$77.7K	0.31%	79
2022 Q3	$2.83M	Sell	8,629 -2,539	-23%	-$927K	0.34%	71
2022 Q2	$3.87M	Sell	11,168 -305	-3%	-$115K	0.43%	54
2022 Q1	$4.76M	Buy	11,473 +398	+4%	+$163K	0.46%	55
2021 Q4	$4.83M	Buy	11,075 +566	+5%	+$239K	0.48%	49
2021 Q3	$4.14M	Buy	10,509 +2,544	+32%	+$1.03M	0.47%	48
2021 Q2	$2.9M	Hold	7,965	–	–	0.42%	54
2021 Q1	$2.9M	Buy	7,965 +1,201	+18%	+$426K	0.52%	49
2020 Q4	$2.33M	Buy	6,764 +499	+8%	+$163K	0.46%	54
2020 Q3	$1.93M	Buy	6,265 +632	+11%	+$193K	0.47%	55
2020 Q2	$1.6M	Buy	5,633 +1,510	+37%	+$406K	0.49%	54
2020 Q1	$976K	Buy	4,123 +2,806	+213%	+$786K	0.35%	76
2019 Q4	$390K	Buy	+1,317	New	+$373K	0.11%	174
2017 Q3	–	Sell	-2,142	Closed	-$476K	–	348
2017 Q2	$476K	Buy	2,142 +92	+4%	+$20.2K	0.1%	197
2017 Q1	$444K	Buy	2,050 +75	+4%	+$16K	0.1%	192
2016 Q4	$405K	Buy	1,975 +130	+7%	+$26.1K	0.09%	205
2016 Q3	$367K	Buy	1,845 +35	+2%	+$6.94K	0.09%	214
2016 Q2	$348K	Buy	+1,810	New	+$345K	0.08%	219

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Essex Financial Services increased its Vanguard S&P 500 ETF (VOO) stake by 4.4% in Q1 2026, buying an estimated $315K and bringing the position to 11,866 shares worth $7.09M. The position accounts for 0.4% of the portfolio, ranked #53.

Essex Financial Services first reported a position in VOO in Q2 2016 and has held it in 31 quarters since. The position peaked at $7.13M in Q4 2025. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Essex Financial Services held 11,866 shares of Vanguard S&P 500 ETF worth $7.09M as of Q1 2026.
Essex Financial Services bought 504 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $315K.
Vanguard S&P 500 ETF made up 0.4% of Essex Financial Services's portfolio in Q1 2026, its #53 holding.
Essex Financial Services first reported a position in Vanguard S&P 500 ETF in Q2 2016 and has held it in 31 quarters since.
Essex Financial Services's Vanguard S&P 500 ETF position peaked at $7.13M in Q4 2025.
3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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