Essex Savings Bank’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.09M	Sell	3,160 -189	-6%	-$63K	0.24%	90
2026 Q1	$1M	Hold	3,349	–	–	0.22%	91
2025 Q4	$1.05M	Buy	3,349 +2,652	+380%	+$828K	0.23%	93
2025 Q3	$215K	Buy	+697	New	+$206K	0.05%	293
2019 Q3	–	Sell	-758	Closed	-$102K	–	597
2019 Q2	$102K	Buy	758 +541	+249%	+$71.6K	0.04%	340
2019 Q1	$28K	Hold	217	–	–	0.02%	371
2018 Q4	$25K	Buy	+217	New	+$26.9K	0.02%	374

Other funds holding VV

NMIFOAC

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

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

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

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

Essex Savings Bank reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 5.6% in Q2 2026, selling an estimated $63K and leaving 3,160 shares worth $1.09M. The position accounts for 0.24% of the portfolio, ranked #90.

Essex Savings Bank first reported a position in VV in Q4 2018 and has held it in 7 quarters since. 1,028 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Essex Savings Bank held 3,160 shares of Vanguard Morningstar Large-Cap ETF worth $1.09M as of Q2 2026.
Essex Savings Bank sold 189 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $63K.
Vanguard Morningstar Large-Cap ETF made up 0.24% of Essex Savings Bank's portfolio in Q2 2026, its #90 holding.
Essex Savings Bank first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2018 and has held it in 7 quarters since.
1,028 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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