Essex LLC’s Vanguard Small-Cap ETF VB Stock Holding History

Essex LLC’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$986K	Buy	3,766 +16	+0.4%	+$4.33K	0.17%	83
2025 Q4	$967K	Sell	3,750 -175	-4%	-$44.8K	0.17%	84
2025 Q3	$998K	Sell	3,925 -92	-2%	-$22.8K	0.18%	86
2025 Q2	$952K	Buy	4,017 +2,832	+239%	+$632K	0.19%	87
2025 Q1	$263K	Sell	1,185 -78	-6%	-$18.6K	0.06%	143
2024 Q4	$303K	Sell	1,263 -676	-35%	-$166K	0.06%	132
2024 Q3	$460K	Sell	1,939 -109	-5%	-$24.8K	0.09%	110
2024 Q2	$447K	Buy	2,048 +1,131	+123%	+$248K	0.1%	109
2024 Q1	$210K	Buy	+917	New	+$197K	0.05%	145
2023 Q2	–	Sell	-1,129	Closed	-$207K	–	162
2023 Q1	$207K	Hold	1,129	–	–	0.06%	147
2022 Q4	$207K	Buy	+1,129	New	+$209K	0.06%	147

Other funds holding VB

Bank of America

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

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

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Jones Financial Companies

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

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return