Essex Financial Services’s Vanguard Russell 2000 ETF VTWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$235K	Buy	+1,935	New	+$220K	0.01%	734
2023 Q4	–	Sell	-3,381	Closed	-$242K	–	521
2023 Q3	$242K	Buy	3,381 +458	+16%	+$34.8K	0.03%	413
2023 Q2	$221K	Sell	2,923 -661	-18%	-$47.6K	0.03%	429
2023 Q1	$258K	Buy	3,584 +53	+2%	+$3.94K	0.03%	409
2022 Q4	$248K	Buy	3,531 +16	+0.5%	+$1.15K	0.03%	411
2022 Q3	$234K	Buy	+3,515	New	+$259K	0.03%	399
2022 Q1	–	Sell	-2,404	Closed	-$216K	–	529
2021 Q4	$216K	Buy	+2,404	New	+$220K	0.02%	460

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Essex Financial Services opened a new position in Vanguard Russell 2000 ETF (VTWO) in Q2 2026: 1,935 shares worth $235K. The stake represents 0.01% of the portfolio and ranks #734 among its holdings. This is a return to the name: Essex Financial Services previously reported a position in VTWO as recently as Q3 2023.

Essex Financial Services first reported a position in VTWO in Q4 2021 and has held it in 7 quarters since. The position peaked at $258K in Q1 2023. 745 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Essex Financial Services held 1,935 shares of Vanguard Russell 2000 ETF worth $235K as of Q2 2026.
Vanguard Russell 2000 ETF was a new Essex Financial Services position in Q2 2026.
Vanguard Russell 2000 ETF made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #734 holding.
Essex Financial Services first reported a position in Vanguard Russell 2000 ETF in Q4 2021 and has held it in 7 quarters since.
Essex Financial Services's Vanguard Russell 2000 ETF position peaked at $258K in Q1 2023.
745 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

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