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Essex Savings Bank’s Vanguard S&P 500 ETF VOO Stock Holding History

Essex Savings Bank’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.6M Buy
9,611
+647
+7% +$431K 1.43% 14
2026
Q1 		$5.36M Buy
8,964
+89
+1% +$55.7K 1.18% 17
2025
Q4 		$5.57M Sell
8,875
-903
-9% -$561K 1.21% 16
2025
Q3 		$5.99M Buy
9,778
+47
+0.5% +$27.7K 1.35% 15
2025
Q2 		$5.53M Sell
9,731
-52
-0.5% -$27.3K 1.32% 15
2025
Q1 		$5.03M Buy
9,783
+317
+3% +$171K 1.24% 17
2024
Q4 		$5.1M Buy
9,466
+383
+4% +$207K 1.26% 17
2024
Q3 		$4.79M Sell
9,083
-6,835
-43% -$3.47M 1.2% 17
2024
Q2 		$7.96M Buy
15,918
+828
+5% +$398K 2.14% 9
2024
Q1 		$6.59M Hold
15,090
– – 1.92% 9
2023
Q4 		$6.59M Buy
15,090
+6,926
+85% +$2.84M 1.92% 9
2023
Q3 		$3.21M Sell
8,164
-193
-2% -$78.9K 1.08% 18
2023
Q2 		$3.4M Buy
8,357
+50
+0.6% +$19.3K 1.14% 19
2023
Q1 		$3.12M Buy
8,307
+933
+13% +$342K 1.09% 18
2022
Q4 		$2.59M Buy
7,374
+508
+7% +$179K 0.91% 21
2022
Q3 		$2.25M Sell
6,866
-42
-0.6% -$15.3K 0.9% 20
2022
Q2 		$2.4M Sell
6,908
-235
-3% -$88.5K 0.92% 23
2022
Q1 		$2.97M Buy
7,143
+662
+10% +$271K 0.98% 20
2021
Q4 		$2.83M Buy
6,481
+790
+14% +$333K 0.96% 22
2021
Q3 		$2.36M Sell
5,691
-1,320
-19% -$536K 0.86% 24
2021
Q2 		$2.71M Hold
7,011
– – 1.05% 19
2021
Q1 		$2.45M Buy
7,011
+511
+8% +$181K 1.07% 18
2020
Q4 		$2.23M Sell
6,500
-45
-0.7% -$14.7K 1% 19
2020
Q3 		$2.01M Buy
6,545
+451
+7% +$137K 0.99% 19
2020
Q2 		$1.73M Buy
6,094
+2,030
+50% +$546K 1.03% 19
2020
Q1 		$963K Buy
4,064
+211
+5% +$59.1K 0.69% 40
2019
Q4 		$1.14M Sell
3,853
-8,496
-69% -$2.4M 0.58% 46
2019
Q3 		$3.37M Buy
12,349
+142
+1% +$38.5K 1.78% 10
2019
Q2 		$3.28M Buy
12,207
+2,336
+24% +$618K 1.16% 14
2019
Q1 		$2.56M Buy
9,871
+124
+1% +$31K 1.46% 10
2018
Q4 		$2.24M Buy
+9,747
New +$2.41M 1.4% 9

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FI
FJ Investments Salt Lake City, Utah $1.84B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Essex Savings Bank increased its Vanguard S&P 500 ETF (VOO) stake by 7.2% in Q2 2026, buying an estimated $431K and bringing the position to 9,611 shares worth $6.6M. The position accounts for 1.43% of the portfolio, ranked #14.

Essex Savings Bank first reported a position in VOO in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.96M in Q2 2024. 2,630 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Essex Savings Bank held 9,611 shares of Vanguard S&P 500 ETF worth $6.6M as of Q2 2026.
  • Essex Savings Bank bought 647 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $431K.
  • Vanguard S&P 500 ETF made up 1.43% of Essex Savings Bank's portfolio in Q2 2026, its #14 holding.
  • Essex Savings Bank first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • Essex Savings Bank's Vanguard S&P 500 ETF position peaked at $7.96M in Q2 2024.
  • 2,630 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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