Essex Savings Bank’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Essex Savings Bank’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$325K	Sell	2,490 -301	-11%	-$37.4K	0.07%	225
2026 Q1	$319K	Hold	2,791	–	–	0.07%	219
2025 Q4	$312K	Hold	2,791	–	–	0.07%	222
2025 Q3	$308K	Hold	2,791	–	–	0.07%	220
2025 Q2	$293K	Sell	2,791 -2,783	-50%	-$277K	0.07%	220
2025 Q1	$550K	Sell	5,574 -572	-9%	-$60.2K	0.14%	138
2024 Q4	$648K	Hold	6,146	–	–	0.16%	123
2024 Q3	$649K	Buy	+6,146	New	+$628K	0.16%	127

Other funds holding IVOO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CCA

Coign Capital Advisors Draper, Utah $222M AUM 16.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BWIA

Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KCA

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

Essex Savings Bank's IVOO Position: Q2 2026 in Review

Essex Savings Bank reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 11% in Q2 2026, selling an estimated $37.4K and leaving 2,490 shares worth $325K. The position accounts for 0.07% of the portfolio, ranked #225.

Essex Savings Bank first reported a position in IVOO in Q3 2024 and has held it in 8 quarters since. The position peaked at $649K in Q3 2024. 151 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Essex Savings Bank held 2,490 shares of Vanguard S&P Mid-Cap 400 ETF worth $325K as of Q2 2026.
Essex Savings Bank sold 301 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $37.4K.
Vanguard S&P Mid-Cap 400 ETF made up 0.07% of Essex Savings Bank's portfolio in Q2 2026, its #225 holding.
Essex Savings Bank first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2024 and has held it in 8 quarters since.
Essex Savings Bank's Vanguard S&P Mid-Cap 400 ETF position peaked at $649K in Q3 2024.
151 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.