ESB
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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
Q3 		$2.29M Hold
8,039
– – 0.46% 43
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

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MLFP
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Essex Savings Bank's VB Position: Q3 2026 in Review

Essex Savings Bank held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q3 2026 at 8,039 shares worth $2.29M. The position accounts for 0.46% of the portfolio, ranked #43.

Essex Savings Bank first reported a position in VB in Q4 2018 and has held it in 32 quarters since. The position peaked at $2.44M in Q2 2026. 426 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Essex Savings Bank held 8,039 shares of Vanguard Morningstar Small-Cap ETF worth $2.29M as of Q3 2026.
  • Essex Savings Bank left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.46% of Essex Savings Bank's portfolio in Q3 2026, its #43 holding.
  • Essex Savings Bank first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2018 and has held it in 32 quarters since.
  • Essex Savings Bank's Vanguard Morningstar Small-Cap ETF position peaked at $2.44M in Q2 2026.
  • 426 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Essex Savings Bank's 13F filing for Q3 2026, filed 16 Oct 2026.