Essex Savings Bank’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$356K	Buy	4,138 +340	+9%	+$28.6K	0.08%	206
2026 Q1	$276K	Buy	3,798 +660	+21%	+$51.3K	0.06%	236
2025 Q4	$255K	Sell	3,138 -1,410	-31%	-$114K	0.06%	257
2025 Q3	$364K	Hold	4,548	–	–	0.08%	196
2025 Q2	$332K	Hold	4,548	–	–	0.08%	203
2025 Q1	$281K	Buy	4,548 +516	+13%	+$34.8K	0.07%	222
2024 Q4	$276K	Buy	+4,032	New	+$271K	0.07%	221
2022 Q2	–	Sell	-9,672	Closed	-$464K	–	228
2022 Q1	$464K	Buy	9,672 +5,850	+153%	+$277K	0.15%	129
2021 Q4	$205K	Buy	+3,822	New	+$199K	0.07%	219
2020 Q1	–	Sell	-18,126	Closed	-$550K	–	172
2019 Q4	$550K	Buy	+18,126	New	+$523K	0.28%	89
2019 Q3	–	Sell	-1,566	Closed	-$43K	–	596
2019 Q2	$43K	Buy	1,566 +1,170	+295%	+$31.3K	0.02%	464
2019 Q1	$10K	Buy	+396	New	+$9.77K	0.01%	507

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Essex Savings Bank increased its Vanguard Morningstar Growth ETF (VUG) stake by 9% in Q2 2026, buying an estimated $28.6K and bringing the position to 4,138 shares worth $356K. The position accounts for 0.08% of the portfolio, ranked #206.

Essex Savings Bank first reported a position in VUG in Q1 2019 and has held it in 12 quarters since. The position peaked at $550K in Q4 2019. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Essex Savings Bank held 4,138 shares of Vanguard Morningstar Growth ETF worth $356K as of Q2 2026.
Essex Savings Bank bought 340 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $28.6K.
Vanguard Morningstar Growth ETF made up 0.08% of Essex Savings Bank's portfolio in Q2 2026, its #206 holding.
Essex Savings Bank first reported a position in Vanguard Morningstar Growth ETF in Q1 2019 and has held it in 12 quarters since.
Essex Savings Bank's Vanguard Morningstar Growth ETF position peaked at $550K in Q4 2019.
2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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