EFS
VTI icon

Essex Financial Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

Essex Financial Services’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.3M Buy
35,289
+705
+2% +$237K 0.64% 32
2025
Q4 		$11.6M Sell
34,584
-166
-0.5% -$55.2K 0.66% 32
2025
Q3 		$11.4M Buy
34,750
+1,777
+5% +$561K 0.68% 31
2025
Q2 		$10M Sell
32,973
-112
-0.3% -$31.5K 0.66% 30
2025
Q1 		$9.09M Buy
33,085
+14
+0% +$4.07K 0.65% 31
2024
Q4 		$9.58M Sell
33,071
-15
-0% -$4.38K 0.68% 28
2024
Q3 		$9.52M Sell
33,086
-69
-0.2% -$18.8K 0.68% 26
2024
Q2 		$8.68M Buy
33,155
+4,181
+14% +$1.08M 0.64% 30
2024
Q1 		$7.53M Sell
28,974
-201
-0.7% -$49.7K 0.69% 29
2023
Q4 		$6.92M Buy
29,175
+2,695
+10% +$596K 0.72% 30
2023
Q3 		$5.62M Sell
26,480
-259
-1% -$57.3K 0.65% 34
2023
Q2 		$5.89M Sell
26,739
-4
-0% -$834 0.67% 36
2023
Q1 		$5.46M Sell
26,743
-1,141
-4% -$228K 0.57% 42
2022
Q4 		$5.33M Sell
27,884
-1,671
-6% -$322K 0.56% 44
2022
Q3 		$5.3M Sell
29,555
-440
-1% -$87.7K 0.63% 35
2022
Q2 		$5.66M Sell
29,995
-14
-0% -$2.88K 0.63% 38
2022
Q1 		$6.83M Sell
30,009
-2,023
-6% -$455K 0.66% 35
2021
Q4 		$7.73M Buy
32,032
+1,446
+5% +$341K 0.76% 26
2021
Q3 		$6.79M Buy
30,586
+13,161
+76% +$3M 0.78% 21
2021
Q2 		$3.6M Hold
17,425
– – 0.52% 44
2021
Q1 		$3.6M Buy
17,425
+3,592
+26% +$727K 0.65% 41
2020
Q4 		$2.69M Buy
13,833
+2,463
+22% +$450K 0.53% 48
2020
Q3 		$1.94M Buy
11,370
+1,053
+10% +$177K 0.48% 54
2020
Q2 		$1.61M Sell
10,317
-769
-7% -$113K 0.5% 52
2020
Q1 		$1.43M Buy
11,086
+4,250
+62% +$657K 0.51% 50
2019
Q4 		$1.12M Buy
6,836
+3,146
+85% +$493K 0.31% 79
2019
Q3 		$557K Buy
3,690
+906
+33% +$137K 0.18% 127
2019
Q2 		$418K Buy
2,784
+1,299
+87% +$191K 0.12% 152
2019
Q1 		$215K Sell
1,485
-609
-29% -$85K 0.07% 210
2018
Q4 		$267K Sell
2,094
-5,185
-71% -$716K 0.08% 192
2018
Q3 		$1.09M Buy
7,279
+2,585
+55% +$380K 0.24% 98
2018
Q2 		$659K Sell
4,694
-19,816
-81% -$2.76M 0.16% 132
2018
Q1 		$3.33M Buy
24,510
+22,313
+1,016% +$3.13M 0.65% 43
2017
Q4 		$302K Buy
2,197
+135
+7% +$18.1K 0.07% 211
2017
Q3 		$267K Sell
2,062
-16,899
-89% -$2.14M 0.07% 223
2017
Q2 		$2.36M Buy
18,961
+4,464
+31% +$550K 0.5% 52
2017
Q1 		$1.76M Buy
14,497
+1,653
+13% +$198K 0.4% 62
2016
Q4 		$1.48M Buy
12,844
+584
+5% +$65.7K 0.32% 77
2016
Q3 		$1.36M Sell
12,260
-388
-3% -$43K 0.32% 81
2016
Q2 		$1.35M Buy
12,648
+2,750
+28% +$291K 0.33% 79
2016
Q1 		$1.04M Sell
9,898
-72
-0.7% -$7.14K 0.26% 94
2015
Q4 		$1.04M Buy
9,970
+353
+4% +$37.2K 0.25% 98
2015
Q3 		$949K Buy
9,617
+1,910
+25% +$201K 0.25% 97
2015
Q2 		$825K Buy
7,707
+2,927
+61% +$319K 0.21% 116
2015
Q1 		$513K Buy
+4,780
New +$511K 0.13% 179

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Essex Financial Services increased its Vanguard Total Stock Market ETF (VTI) stake by 2% in Q1 2026, buying an estimated $237K and bringing the position to 35,289 shares worth $11.3M. The position accounts for 0.64% of the portfolio, ranked #32.

Essex Financial Services first reported a position in VTI in Q1 2015 and has held it in 45 quarters since. The position peaked at $11.6M in Q4 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Essex Financial Services held 35,289 shares of Vanguard Total Stock Market ETF worth $11.3M as of Q1 2026.
  • Essex Financial Services bought 705 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $237K.
  • Vanguard Total Stock Market ETF made up 0.64% of Essex Financial Services's portfolio in Q1 2026, its #32 holding.
  • Essex Financial Services first reported a position in Vanguard Total Stock Market ETF in Q1 2015 and has held it in 45 quarters since.
  • Essex Financial Services's Vanguard Total Stock Market ETF position peaked at $11.6M in Q4 2025.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

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