Essex Savings Bank’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.42M	Sell	6,542 -251	-4%	-$89.7K	0.52%	40
2026 Q1	$2.18M	Sell	6,793 -160	-2%	-$53.7K	0.48%	41
2025 Q4	$2.33M	Hold	6,953	–	–	0.51%	38
2025 Q3	$2.28M	Buy	6,953 +300	+5%	+$94.8K	0.51%	41
2025 Q2	$2.02M	Hold	6,653	–	–	0.48%	46
2025 Q1	$1.83M	Hold	6,653	–	–	0.45%	45
2024 Q4	$1.93M	Buy	6,653 +2,278	+52%	+$665K	0.48%	45
2024 Q3	$1.24M	Buy	4,375 +200	+5%	+$54.6K	0.31%	75
2024 Q2	$1.12M	Hold	4,175	–	–	0.3%	81
2024 Q1	$990K	Hold	4,175	–	–	0.29%	88
2023 Q4	$990K	Buy	4,175 +35	+0.8%	+$7.74K	0.29%	88
2023 Q3	$879K	Buy	+4,140	New	+$916K	0.3%	76
2023 Q2	–	Sell	-1,120	Closed	-$229K	–	236
2023 Q1	$229K	Sell	1,120 -1,285	-53%	-$257K	0.08%	200
2022 Q4	$460K	Hold	2,405	–	–	0.16%	130
2022 Q3	$432K	Sell	2,405 -16	-0.7%	-$3.19K	0.17%	119
2022 Q2	$457K	Buy	2,421 +1,402	+138%	+$288K	0.17%	120
2022 Q1	$232K	Sell	1,019 -35	-3%	-$7.87K	0.08%	204
2021 Q4	$254K	Hold	1,054	–	–	0.09%	188
2021 Q3	$246K	Hold	1,054	–	–	0.09%	185
2021 Q2	$230K	Sell	1,054 -4	-0.4%	-$868	0.09%	195
2021 Q1	$212K	Sell	1,058 -47	-4%	-$9.51K	0.09%	189
2020 Q4	$215K	Sell	1,105 -630	-36%	-$115K	0.1%	187
2020 Q3	$295K	Hold	1,735	–	–	0.14%	145
2020 Q2	$272K	Sell	1,735 -1,671	-49%	-$246K	0.16%	137
2020 Q1	$439K	Buy	3,406 +711	+26%	+$110K	0.31%	86
2019 Q4	$441K	Hold	2,695	–	–	0.22%	107
2019 Q3	$407K	Sell	2,695 -600	-18%	-$90.4K	0.22%	102
2019 Q2	$494K	Buy	3,295 +1,381	+72%	+$203K	0.17%	120
2019 Q1	$277K	Hold	1,914	–	–	0.16%	113
2018 Q4	$244K	Buy	+1,914	New	+$264K	0.15%	116

Other funds holding VTI

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

Essex Savings Bank reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.7% in Q2 2026, selling an estimated $89.7K and leaving 6,542 shares worth $2.42M. The position accounts for 0.52% of the portfolio, ranked #40.

Essex Savings Bank first reported a position in VTI in Q4 2018 and has held it in 30 quarters since. 2,634 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Essex Savings Bank held 6,542 shares of Vanguard Morningstar Total Stock Market ETF worth $2.42M as of Q2 2026.
Essex Savings Bank sold 251 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $89.7K.
Vanguard Morningstar Total Stock Market ETF made up 0.52% of Essex Savings Bank's portfolio in Q2 2026, its #40 holding.
Essex Savings Bank first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 30 quarters since.
2,634 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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