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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.31M	Buy	28,018 +766	+3%	+$60.8K	0.5%	44
2026 Q1	$1.85M	Sell	27,252 -36	-0.1%	-$2.6K	0.41%	47
2025 Q4	$2.02M	Sell	27,288 -132	-0.5%	-$9.71K	0.44%	50
2025 Q3	$1.99M	Sell	27,420 -132	-0.5%	-$9.13K	0.45%	50
2025 Q2	$1.82M	Buy	27,552 +156	+0.6%	+$9.28K	0.43%	55
2025 Q1	$1.53M	Buy	27,396 +798	+3%	+$48.4K	0.38%	61
2024 Q4	$1.62M	Sell	26,598 -300	-1%	-$18K	0.4%	55
2024 Q3	$1.55M	Buy	26,898 +876	+3%	+$48.6K	0.39%	59
2024 Q2	$1.45M	Sell	26,022 -18	-0.1%	-$933	0.39%	56
2024 Q1	$1.18M	Hold	26,040	–	–	0.34%	73
2023 Q4	$1.18M	Buy	26,040 +6,180	+31%	+$264K	0.34%	73
2023 Q3	$817K	Buy	19,860 +210	+1%	+$8.93K	0.28%	83
2023 Q2	$832K	Sell	19,650 -354	-2%	-$14.1K	0.28%	84
2023 Q1	$768K	Sell	20,004 -168	-0.8%	-$6.17K	0.27%	87
2022 Q4	$709K	Hold	20,172	–	–	0.25%	86
2022 Q3	$702K	Hold	20,172	–	–	0.28%	83
2022 Q2	$732K	Sell	20,172 -3,252	-14%	-$129K	0.28%	82
2022 Q1	$1.08M	Buy	23,424 +3,000	+15%	+$135K	0.36%	71
2021 Q4	$1.03M	Hold	20,424	–	–	0.35%	78
2021 Q3	$965K	Sell	20,424 -1,764	-8%	-$80.9K	0.35%	79
2021 Q2	$919K	Sell	22,188 -1,200	-5%	-$50K	0.36%	79
2021 Q1	$892K	Sell	23,388 -126	-0.5%	-$4.9K	0.39%	70
2020 Q4	$902K	Buy	23,514 +150	+0.6%	+$5.47K	0.4%	65
2020 Q3	$811K	Hold	23,364	–	–	0.4%	69
2020 Q2	$727K	Hold	23,364	–	–	0.43%	63
2020 Q1	$580K	Buy	23,364 +1,116	+5%	+$31.7K	0.41%	71
2019 Q4	$647K	Sell	22,248 -540	-2%	-$15K	0.33%	80
2019 Q3	$614K	Sell	22,788 -2,400	-10%	-$65K	0.32%	78
2019 Q2	$676K	Buy	25,188 +4,872	+24%	+$128K	0.24%	93
2019 Q1	$524K	Buy	20,316 +1,200	+6%	+$29.4K	0.3%	74
2018 Q4	$430K	Buy	+19,116	New	+$462K	0.27%	77

Other funds holding VOOG

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

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

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

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

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

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

Essex Savings Bank increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 2.8% in Q2 2026, buying an estimated $60.8K and bringing the position to 28,018 shares worth $2.31M. The position accounts for 0.5% of the portfolio, ranked #44.

Essex Savings Bank first reported a position in VOOG in Q4 2018 and has held it in 31 quarters since. 496 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Essex Savings Bank held 28,018 shares of Vanguard S&P 500 Growth ETF worth $2.31M as of Q2 2026.
Essex Savings Bank bought 766 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $60.8K.
Vanguard S&P 500 Growth ETF made up 0.5% of Essex Savings Bank's portfolio in Q2 2026, its #44 holding.
Essex Savings Bank first reported a position in Vanguard S&P 500 Growth ETF in Q4 2018 and has held it in 31 quarters since.
496 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

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