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Essex Savings Bank’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Essex Savings Bank’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.01M Buy
37,422
+3,738
+11% +$290K 0.65% 33
2026
Q1 		$2.42M Sell
33,684
-1,860
-5% -$138K 0.54% 35
2025
Q4 		$2.58M Buy
35,544
+2,836
+9% +$206K 0.56% 34
2025
Q3 		$2.4M Sell
32,708
-40
-0.1% -$2.87K 0.54% 35
2025
Q2 		$2.29M Hold
32,748
– – 0.55% 39
2025
Q1 		$2.12M Sell
32,748
-80
-0.2% -$5.37K 0.52% 37
2024
Q4 		$2.17M Sell
32,828
-12
-0% -$815 0.54% 36
2024
Q3 		$2.17M Sell
32,840
-112
-0.3% -$7.03K 0.54% 35
2024
Q2 		$1.99M Buy
32,952
+2,484
+8% +$151K 0.54% 35
2024
Q1 		$1.77M Hold
30,468
– – 0.52% 43
2023
Q4 		$1.77M Buy
30,468
+1,228
+4% +$65.6K 0.52% 43
2023
Q3 		$1.52M Sell
29,240
-416
-1% -$22.8K 0.51% 42
2023
Q2 		$1.63M Sell
29,656
-3,424
-10% -$180K 0.54% 41
2023
Q1 		$1.74M Sell
33,080
-964
-3% -$51.3K 0.61% 33
2022
Q4 		$1.73M Buy
34,044
+5,584
+20% +$284K 0.61% 34
2022
Q3 		$1.34M Sell
28,460
-1,464
-5% -$76.5K 0.53% 40
2022
Q2 		$1.47M Buy
29,924
+1,608
+6% +$86.9K 0.56% 40
2022
Q1 		$1.68M Buy
28,316
+1,464
+5% +$85.9K 0.56% 39
2021
Q4 		$1.71M Sell
26,852
-1,116
-4% -$70K 0.58% 41
2021
Q3 		$1.73M Buy
27,968
+2,916
+12% +$176K 0.63% 36
2021
Q2 		$1.47M Sell
25,052
-152
-0.6% -$8.81K 0.57% 41
2021
Q1 		$1.37M Sell
25,204
-28
-0.1% -$1.52K 0.6% 40
2020
Q4 		$1.3M Buy
25,232
+740
+3% +$35.8K 0.58% 42
2020
Q3 		$1.08M Hold
24,492
– – 0.53% 52
2020
Q2 		$1M Buy
24,492
+1,776
+8% +$68K 0.6% 43
2020
Q1 		$747K Buy
22,716
+872
+4% +$36.1K 0.53% 50
2019
Q4 		$973K Buy
21,844
+20
+0.1% +$859 0.5% 55
2019
Q3 		$915K Buy
21,824
+68
+0.3% +$2.84K 0.48% 54
2019
Q2 		$909K Buy
21,756
+6,220
+40% +$255K 0.32% 65
2019
Q1 		$624K Buy
15,536
+5,936
+62% +$228K 0.35% 66
2018
Q4 		$332K Buy
+9,600
New +$360K 0.21% 91

Other funds holding VO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

Essex Savings Bank increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 11% in Q2 2026, buying an estimated $290K and bringing the position to 37,422 shares worth $3.01M. The position accounts for 0.65% of the portfolio, ranked #33.

Essex Savings Bank first reported a position in VO in Q4 2018 and has held it in 31 quarters since. 1,635 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Essex Savings Bank held 37,422 shares of Vanguard Morningstar Mid-Cap ETF worth $3.01M as of Q2 2026.
  • Essex Savings Bank bought 3,738 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $290K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.65% of Essex Savings Bank's portfolio in Q2 2026, its #33 holding.
  • Essex Savings Bank first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,635 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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