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Essex Savings Bank’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Essex Savings Bank’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,624
Closed -$253K – 320
2025
Q1 		$253K Sell
2,624
-480
-15% -$49.9K 0.06% 242
2024
Q4 		$329K Sell
3,104
-791
-20% -$87.5K 0.08% 201
2024
Q3 		$421K Buy
+3,895
New +$406K 0.11% 169

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Essex Savings Bank's VIOO Position: Q2 2025 in Review

Essex Savings Bank sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2025, closing a stake of 2,624 shares — an estimated $253K sold.

Essex Savings Bank first reported a position in VIOO in Q3 2024 and held it in 3 quarters. The position peaked at $421K in Q3 2024. 343 funds tracked by Wall St. Rank hold VIOO as of Q2 2025.

  • Essex Savings Bank reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2025 after selling out during the quarter.
  • Essex Savings Bank sold 2,624 Vanguard S&P Small-Cap 600 ETF shares in Q2 2025, an estimated $253K.
  • Essex Savings Bank first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2024 and held it in 3 quarters.
  • Essex Savings Bank's Vanguard S&P Small-Cap 600 ETF position peaked at $421K in Q3 2024.
  • 343 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2025.

Based on Essex Savings Bank's 13F filing for Q2 2025, filed 11 Jul 2025.