ESB
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Essex Savings Bank’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Essex Savings Bank’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$751K Buy
12,588
+1,892
+18% +$111K 0.16% 131
2026
Q1 		$578K Sell
10,696
-1,063
-9% -$59.5K 0.13% 149
2025
Q4 		$632K Sell
11,759
-145
-1% -$7.88K 0.14% 142
2025
Q3 		$645K Sell
11,904
-79
-0.7% -$4.07K 0.15% 136
2025
Q2 		$593K Buy
11,983
+1,913
+19% +$88.7K 0.14% 139
2025
Q1 		$456K Sell
10,070
-6,261
-38% -$282K 0.11% 162
2024
Q4 		$719K Buy
16,331
+712
+5% +$33.1K 0.18% 115
2024
Q3 		$747K Buy
15,619
+2,208
+16% +$98.3K 0.19% 114
2024
Q2 		$587K Sell
13,411
-14,238
-51% -$613K 0.16% 125
2024
Q1 		$1.14M Hold
27,649
– – 0.33% 75
2023
Q4 		$1.14M Sell
27,649
-720
-3% -$28.6K 0.33% 75
2023
Q3 		$1.11M Buy
28,369
+1,354
+5% +$55.3K 0.38% 62
2023
Q2 		$1.1M Buy
27,015
+1,323
+5% +$53.3K 0.37% 63
2023
Q1 		$1.04M Buy
25,692
+632
+3% +$25.8K 0.36% 66
2022
Q4 		$977K Buy
25,060
+12,295
+96% +$469K 0.34% 71
2022
Q3 		$466K Buy
12,765
+821
+7% +$33.3K 0.19% 111
2022
Q2 		$497K Buy
11,944
+3,224
+37% +$139K 0.19% 107
2022
Q1 		$402K Sell
8,720
-391
-4% -$18.8K 0.13% 140
2021
Q4 		$450K Hold
9,111
– – 0.15% 131
2021
Q3 		$476K Buy
9,111
+200
+2% +$10.3K 0.17% 127
2021
Q2 		$480K Buy
8,911
+191
+2% +$10.2K 0.19% 125
2021
Q1 		$458K Hold
8,720
– – 0.2% 115
2020
Q4 		$437K Hold
8,720
– – 0.2% 122
2020
Q3 		$377K Hold
8,720
– – 0.18% 123
2020
Q2 		$345K Buy
+8,720
New +$323K 0.2% 114
2019
Q3 		– Sell
-5,706
Closed -$243K – 599
2019
Q2 		$243K Sell
5,706
-1,062
-16% -$44.7K 0.09% 202
2019
Q1 		$288K Sell
6,768
-1,682
-20% -$69.3K 0.16% 111
2018
Q4 		$322K Buy
+8,450
New +$327K 0.2% 92

Other funds holding VWO

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

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

Essex Savings Bank increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 18% in Q2 2026, buying an estimated $111K and bringing the position to 12,588 shares worth $751K. The position accounts for 0.16% of the portfolio, ranked #131.

Essex Savings Bank first reported a position in VWO in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.14M in Q1 2024. 1,918 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

  • Essex Savings Bank held 12,588 shares of Vanguard FTSE Emerging Markets ETF worth $751K as of Q2 2026.
  • Essex Savings Bank bought 1,892 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $111K.
  • Vanguard FTSE Emerging Markets ETF made up 0.16% of Essex Savings Bank's portfolio in Q2 2026, its #131 holding.
  • Essex Savings Bank first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 28 quarters since.
  • Essex Savings Bank's Vanguard FTSE Emerging Markets ETF position peaked at $1.14M in Q1 2024.
  • 1,918 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

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