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Essex LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

Essex LLC’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$755K Buy
1,100
+7
+0.6% +$4.67K 0.11% 96
2026
Q1 		$653K Sell
1,093
-47
-4% -$29.4K 0.12% 98
2025
Q4 		$715K Sell
1,140
-10
-0.9% -$6.21K 0.13% 98
2025
Q3 		$704K Sell
1,150
-246
-18% -$145K 0.13% 100
2025
Q2 		$793K Buy
1,396
+175
+14% +$92K 0.16% 96
2025
Q1 		$627K Sell
1,221
-54
-4% -$29.2K 0.14% 95
2024
Q4 		$687K Sell
1,275
-376
-23% -$204K 0.14% 96
2024
Q3 		$871K Buy
1,651
+365
+28% +$186K 0.18% 90
2024
Q2 		$643K Buy
1,286
+161
+14% +$77.5K 0.14% 101
2024
Q1 		$541K Buy
1,125
+2
+0.2% +$915 0.12% 98
2023
Q4 		$491K Buy
1,123
+6
+0.5% +$2.46K 0.12% 105
2023
Q3 		$439K Buy
1,117
+150
+16% +$61.3K 0.12% 106
2023
Q2 		$394K Sell
967
-204
-17% -$78.7K 0.11% 108
2023
Q1 		$411K Hold
1,171
– – 0.12% 108
2022
Q4 		$411K Buy
1,171
+409
+54% +$144K 0.12% 108
2022
Q3 		$250K Buy
762
+137
+22% +$50K 0.08% 127
2022
Q2 		$217K Buy
625
+55
+10% +$20.7K 0.07% 143
2022
Q1 		$237K Buy
570
+32
+6% +$13.1K 0.06% 150
2021
Q4 		$235K Buy
538
+2
+0.4% +$844 0.06% 157
2021
Q3 		$211K Buy
+536
New +$217K 0.06% 163

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Essex LLC's VOO Position: Q2 2026 in Review

Essex LLC increased its Vanguard S&P 500 ETF (VOO) stake by 0.64% in Q2 2026, buying an estimated $4.67K and bringing the position to 1,100 shares worth $755K. The position accounts for 0.11% of the portfolio, ranked #96.

Essex LLC first reported a position in VOO in Q3 2021 and has held it in 20 quarters since. The position peaked at $871K in Q3 2024. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Essex LLC held 1,100 shares of Vanguard S&P 500 ETF worth $755K as of Q2 2026.
  • Essex LLC bought 7 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4.67K.
  • Vanguard S&P 500 ETF made up 0.11% of Essex LLC's portfolio in Q2 2026, its #96 holding.
  • Essex LLC first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 20 quarters since.
  • Essex LLC's Vanguard S&P 500 ETF position peaked at $871K in Q3 2024.
  • 3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Essex LLC's 13F filing for Q2 2026, filed 24 Jul 2026.