Essex Savings Bank’s Vanguard Information Technology ETF VGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$635K	Buy	5,312 +1,104	+26%	+$121K	0.14%	158
2026 Q1	$367K	Sell	4,208 -400	-9%	-$36.8K	0.08%	199
2025 Q4	$434K	Buy	+4,608	New	+$438K	0.09%	183
2019 Q3	–	Sell	-1,120	Closed	-$30K	–	585
2019 Q2	$30K	Buy	1,120 +560	+100%	+$14.4K	0.01%	515
2019 Q1	$14K	Hold	560	–	–	0.01%	474
2018 Q4	$12K	Buy	+560	New	+$12.7K	0.01%	494

Other funds holding VGT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

TGY2IT

Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Essex Savings Bank increased its Vanguard Information Technology ETF (VGT) stake by 26% in Q2 2026, buying an estimated $121K and bringing the position to 5,312 shares worth $635K. The position accounts for 0.14% of the portfolio, ranked #158.

Essex Savings Bank first reported a position in VGT in Q4 2018 and has held it in 6 quarters since. 1,526 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Essex Savings Bank held 5,312 shares of Vanguard Information Technology ETF worth $635K as of Q2 2026.
Essex Savings Bank bought 1,104 Vanguard Information Technology ETF shares in Q2 2026, an estimated $121K.
Vanguard Information Technology ETF made up 0.14% of Essex Savings Bank's portfolio in Q2 2026, its #158 holding.
Essex Savings Bank first reported a position in Vanguard Information Technology ETF in Q4 2018 and has held it in 6 quarters since.
1,526 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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