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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-2,092	Closed	-$469K	–	217
2021 Q2	$469K	Hold	2,092	–	–	0.18%	129
2021 Q1	$454K	Hold	2,092	–	–	0.2%	118
2020 Q4	$444K	Hold	2,092	–	–	0.2%	120
2020 Q3	$377K	Hold	2,092	–	–	0.18%	122
2020 Q2	$345K	Hold	2,092	–	–	0.2%	113
2020 Q1	$265K	Sell	2,092 -1,634	-44%	-$248K	0.19%	120
2019 Q4	$592K	Buy	+3,726	New	+$568K	0.3%	84

Other funds holding VOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

Essex Savings Bank's VOT Position: Q3 2021 in Review

Essex Savings Bank sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2021, closing a stake of 2,092 shares — an estimated $469K sold.

Essex Savings Bank first reported a position in VOT in Q4 2019 and held it in 7 quarters. The position peaked at $592K in Q4 2019. 635 funds tracked by Wall St. Rank hold VOT as of Q3 2021.

Essex Savings Bank reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
Essex Savings Bank sold 2,092 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2021, an estimated $469K.
Essex Savings Bank first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and held it in 7 quarters.
Essex Savings Bank's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $592K in Q4 2019.
635 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2021.

Based on Essex Savings Bank's 13F filing for Q3 2021, filed 20 Oct 2021.