ESB
VIG icon

Essex Savings Bank’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Essex Savings Bank’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.64M Buy
6,949
+150
+2% +$34.4K 0.36% 63
2026
Q1 		$1.46M Sell
6,799
-250
-4% -$55.7K 0.32% 66
2025
Q4 		$1.55M Buy
7,049
+235
+3% +$51.3K 0.34% 65
2025
Q3 		$1.47M Hold
6,814
– – 0.33% 67
2025
Q2 		$1.39M Buy
6,814
+41
+0.6% +$7.95K 0.33% 72
2025
Q1 		$1.31M Sell
6,773
-24
-0.4% -$4.77K 0.32% 69
2024
Q4 		$1.33M Sell
6,797
-300
-4% -$59.9K 0.33% 69
2024
Q3 		$1.41M Sell
7,097
-100
-1% -$19K 0.35% 67
2024
Q2 		$1.31M Sell
7,197
-150
-2% -$27K 0.35% 68
2024
Q1 		$1.25M Hold
7,347
– – 0.36% 66
2023
Q4 		$1.25M Sell
7,347
-599
-8% -$96.4K 0.36% 66
2023
Q3 		$1.23M Buy
7,946
+518
+7% +$84K 0.42% 54
2023
Q2 		$1.21M Sell
7,428
-1,350
-15% -$211K 0.4% 56
2023
Q1 		$1.35M Hold
8,778
– – 0.47% 47
2022
Q4 		$1.33M Sell
8,778
-195
-2% -$29.1K 0.47% 47
2022
Q3 		$1.21M Buy
8,973
+20
+0.2% +$2.98K 0.48% 48
2022
Q2 		$1.28M Buy
8,953
+923
+11% +$140K 0.49% 47
2022
Q1 		$1.3M Buy
8,030
+750
+10% +$121K 0.43% 56
2021
Q4 		$1.25M Buy
7,280
+1,504
+26% +$248K 0.42% 57
2021
Q3 		$938K Sell
5,776
-101
-2% -$16.1K 0.34% 81
2021
Q2 		$915K Sell
5,877
-729
-11% -$112K 0.35% 80
2021
Q1 		$919K Buy
6,606
+515
+8% +$73.3K 0.4% 65
2020
Q4 		$860K Buy
6,091
+431
+8% +$58.4K 0.38% 71
2020
Q3 		$728K Hold
5,660
– – 0.36% 78
2020
Q2 		$664K Buy
5,660
+1,000
+21% +$114K 0.39% 68
2020
Q1 		$481K Buy
4,660
+1,825
+64% +$218K 0.34% 82
2019
Q4 		$354K Sell
2,835
-476
-14% -$57.6K 0.18% 119
2019
Q3 		$396K Buy
+3,311
New +$391K 0.21% 105
2019
Q1 		– Sell
-2,700
Closed -$264K – 684
2018
Q4 		$264K Buy
+2,700
New +$282K 0.17% 111

Other funds holding VIG

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Essex Savings Bank increased its Vanguard Dividend Appreciation ETF (VIG) stake by 2.2% in Q2 2026, buying an estimated $34.4K and bringing the position to 6,949 shares worth $1.64M. The position accounts for 0.36% of the portfolio, ranked #63.

Essex Savings Bank first reported a position in VIG in Q4 2018 and has held it in 29 quarters since. 1,858 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Essex Savings Bank held 6,949 shares of Vanguard Dividend Appreciation ETF worth $1.64M as of Q2 2026.
  • Essex Savings Bank bought 150 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $34.4K.
  • Vanguard Dividend Appreciation ETF made up 0.36% of Essex Savings Bank's portfolio in Q2 2026, its #63 holding.
  • Essex Savings Bank first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 29 quarters since.
  • 1,858 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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