EFS
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Essex Financial Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Essex Financial Services’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.99M Buy
8,683
+3,679
+74% +$1.23M 0.15% 141
2026
Q1 		$1.5M Buy
5,004
+1,696
+51% +$531K 0.08% 204
2025
Q4 		$1.04M Buy
3,308
+130
+4% +$40.6K 0.06% 268
2025
Q3 		$978K Sell
3,178
-15
-0.5% -$4.44K 0.06% 272
2025
Q2 		$911K Sell
3,193
-48
-1% -$12.6K 0.06% 277
2025
Q1 		$833K Buy
3,241
+7
+0.2% +$1.9K 0.06% 269
2024
Q4 		$872K Buy
3,234
+126
+4% +$34.1K 0.06% 257
2024
Q3 		$833K Buy
3,108
+2
+0.1% +$507 0.06% 281
2024
Q2 		$757K Sell
3,106
-35
-1% -$8.41K 0.06% 290
2024
Q1 		$753K Buy
3,141
+55
+2% +$12.6K 0.07% 246
2023
Q4 		$673K Buy
3,086
+3
+0.1% +$613 0.07% 248
2023
Q3 		$603K Sell
3,083
-679
-18% -$138K 0.07% 251
2023
Q2 		$763K Buy
3,762
+3
+0.1% +$575 0.09% 216
2023
Q1 		$702K Buy
3,759
+2
+0.1% +$364 0.07% 235
2022
Q4 		$654K Sell
3,757
-146
-4% -$25.6K 0.07% 238
2022
Q3 		$638K Buy
3,903
+103
+3% +$18.7K 0.08% 226
2022
Q2 		$655K Buy
3,800
+240
+7% +$45K 0.07% 235
2022
Q1 		$742K Sell
3,560
-101
-3% -$20.7K 0.07% 235
2021
Q4 		$809K Buy
3,661
+112
+3% +$24K 0.08% 230
2021
Q3 		$713K Buy
3,549
+1,916
+117% +$396K 0.08% 230
2021
Q2 		$303K Hold
1,633
– – 0.04% 328
2021
Q1 		$303K Sell
1,633
-3,306
-67% -$599K 0.05% 268
2020
Q4 		$568K Buy
+4,939
New +$821K 0.11% 173
2019
Q2 		– Sell
-2,108
Closed -$274K – 251
2019
Q1 		$274K Buy
2,108
+69
+3% +$8.63K 0.08% 183
2018
Q4 		$234K Buy
2,039
+60
+3% +$7.43K 0.07% 212
2018
Q3 		$264K Buy
1,979
+236
+14% +$30.9K 0.06% 232
2018
Q2 		$217K Sell
1,743
-104
-6% -$12.9K 0.05% 252
2018
Q1 		$224K Buy
+1,847
New +$232K 0.04% 313

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 VV Position: Q2 2026 in Review

Essex Financial Services increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 74% in Q2 2026, buying an estimated $1.23M and bringing the position to 8,683 shares worth $2.99M. The position accounts for 0.15% of the portfolio, ranked #141.

Essex Financial Services first reported a position in VV in Q1 2018 and has held it in 28 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Essex Financial Services held 8,683 shares of Vanguard Morningstar Large-Cap ETF worth $2.99M as of Q2 2026.
  • Essex Financial Services bought 3,679 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $1.23M.
  • Vanguard Morningstar Large-Cap ETF made up 0.15% of Essex Financial Services's portfolio in Q2 2026, its #141 holding.
  • Essex Financial Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2018 and has held it in 28 quarters since.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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