ESB
VB icon

Essex Savings Bank’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Essex Savings Bank’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
Q2 		$2.44M Buy
8,039
+196
+2% +$56.2K 0.53% 39
2026
Q1 		$2.05M Sell
7,843
-99
-1% -$26.8K 0.45% 44
2025
Q4 		$2.05M Buy
7,942
+364
+5% +$93.3K 0.44% 48
2025
Q3 		$1.93M Sell
7,578
-150
-2% -$37.2K 0.43% 52
2025
Q2 		$1.83M Buy
7,728
+130
+2% +$29K 0.44% 54
2025
Q1 		$1.68M Sell
7,598
-1
-0% -$239 0.41% 50
2024
Q4 		$1.83M Buy
7,599
+250
+3% +$61.5K 0.45% 46
2024
Q3 		$1.74M Sell
7,349
-16
-0.2% -$3.64K 0.44% 49
2024
Q2 		$1.61M Sell
7,365
-153
-2% -$33.6K 0.43% 51
2024
Q1 		$1.6M Hold
7,518
– – 0.47% 50
2023
Q4 		$1.6M Buy
7,518
+545
+8% +$105K 0.47% 50
2023
Q3 		$1.32M Buy
6,973
+368
+6% +$73.3K 0.44% 47
2023
Q2 		$1.31M Sell
6,605
-280
-4% -$52.9K 0.44% 52
2023
Q1 		$1.31M Hold
6,885
– – 0.46% 49
2022
Q4 		$1.26M Buy
6,885
+165
+2% +$30.6K 0.44% 54
2022
Q3 		$1.15M Sell
6,720
-100
-1% -$18.9K 0.46% 49
2022
Q2 		$1.2M Buy
6,820
+265
+4% +$51.2K 0.46% 51
2022
Q1 		$1.39M Sell
6,555
-68
-1% -$14.3K 0.46% 52
2021
Q4 		$1.5M Sell
6,623
-68
-1% -$15.5K 0.51% 46
2021
Q3 		$1.51M Buy
6,691
+1,061
+19% +$236K 0.55% 45
2021
Q2 		$1.25M Hold
5,630
– – 0.48% 53
2021
Q1 		$1.19M Sell
5,630
-290
-5% -$61.1K 0.52% 50
2020
Q4 		$1.15M Buy
5,920
+122
+2% +$21.5K 0.51% 52
2020
Q3 		$892K Buy
5,798
+390
+7% +$59.9K 0.44% 60
2020
Q2 		$788K Buy
5,408
+1,309
+32% +$176K 0.47% 55
2020
Q1 		$473K Buy
4,099
+406
+11% +$61K 0.34% 83
2019
Q4 		$611K Sell
3,693
-51
-1% -$8.12K 0.31% 83
2019
Q3 		$576K Sell
3,744
-104
-3% -$16.1K 0.3% 81
2019
Q2 		$603K Buy
3,848
+425
+12% +$65.7K 0.21% 100
2019
Q1 		$523K Buy
3,423
+2,948
+621% +$438K 0.3% 75
2018
Q4 		$63K Buy
+475
New +$69.2K 0.04% 264

Other funds holding VB

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Essex Savings Bank increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.5% in Q2 2026, buying an estimated $56.2K and bringing the position to 8,039 shares worth $2.44M. The position accounts for 0.53% of the portfolio, ranked #39.

Essex Savings Bank first reported a position in VB in Q4 2018 and has held it in 31 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Essex Savings Bank held 8,039 shares of Vanguard Morningstar Small-Cap ETF worth $2.44M as of Q2 2026.
  • Essex Savings Bank bought 196 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $56.2K.
  • Vanguard Morningstar Small-Cap ETF made up 0.53% of Essex Savings Bank's portfolio in Q2 2026, its #39 holding.
  • Essex Savings Bank first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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