EFS
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Essex Financial Services’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Essex Financial Services’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$860K Buy
2,807
+209
+8% +$60.3K 0.04% 356
2026
Q1 		$669K Sell
2,598
-841
-24% -$231K 0.04% 371
2025
Q4 		$960K Buy
3,439
+1,867
+119% +$534K 0.05% 289
2025
Q3 		$462K Buy
1,572
+150
+11% +$43.3K 0.03% 441
2025
Q2 		$404K Buy
1,422
+79
+6% +$20.4K 0.03% 456
2025
Q1 		$329K Buy
1,343
+15
+1% +$3.9K 0.02% 477
2024
Q4 		$337K Hold
1,328
– – 0.02% 460
2024
Q3 		$330K Hold
1,328
– – 0.02% 464
2024
Q2 		$299K Buy
+1,328
New +$305K 0.02% 476

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Essex Financial Services increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 8% in Q2 2026, buying an estimated $60.3K and bringing the position to 2,807 shares worth $860K. The position accounts for 0.04% of the portfolio, ranked #356.

Essex Financial Services first reported a position in VOT in Q2 2024 and has held it in 9 quarters since. The position peaked at $960K in Q4 2025. 900 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Essex Financial Services held 2,807 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $860K as of Q2 2026.
  • Essex Financial Services bought 209 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $60.3K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of Essex Financial Services's portfolio in Q2 2026, its #356 holding.
  • Essex Financial Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • Essex Financial Services's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $960K in Q4 2025.
  • 900 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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