Essex Savings Bank’s Vanguard High Dividend Yield ETF VYM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.41M	Buy	15,255 +379	+3%	+$59.2K	0.52%	41
2026 Q1	$2.2M	Sell	14,876 -167	-1%	-$25.1K	0.49%	40
2025 Q4	$2.16M	Sell	15,043 -322	-2%	-$45.8K	0.47%	42
2025 Q3	$2.17M	Sell	15,365 -285	-2%	-$39.2K	0.49%	43
2025 Q2	$2.09M	Sell	15,650 -31	-0.2%	-$3.93K	0.5%	43
2025 Q1	$2.02M	Sell	15,681 -531	-3%	-$69.5K	0.5%	39
2024 Q4	$2.07M	Buy	16,212 +437	+3%	+$57K	0.51%	40
2024 Q3	$2.02M	Buy	15,775 +625	+4%	+$77.2K	0.5%	41
2024 Q2	$1.8M	Sell	15,150 -2,817	-16%	-$334K	0.48%	42
2024 Q1	$2.01M	Hold	17,967	–	–	0.58%	34
2023 Q4	$2.01M	Sell	17,967 -114	-0.6%	-$12K	0.58%	34
2023 Q3	$1.87M	Sell	18,081 -911	-5%	-$97.7K	0.63%	34
2023 Q2	$2.01M	Sell	18,992 -1,077	-5%	-$113K	0.67%	31
2023 Q1	$2.12M	Sell	20,069 -415	-2%	-$44.6K	0.74%	28
2022 Q4	$2.22M	Buy	20,484 +1,060	+5%	+$113K	0.78%	24
2022 Q3	$1.84M	Buy	19,424 +109	+0.6%	+$11.3K	0.73%	27
2022 Q2	$1.96M	Buy	19,315 +35	+0.2%	+$3.79K	0.75%	25
2022 Q1	$2.16M	Buy	19,280 +4,282	+29%	+$478K	0.72%	27
2021 Q4	$1.68M	Buy	14,998 +2,969	+25%	+$323K	0.57%	42
2021 Q3	$1.29M	Buy	12,029 +192	+2%	+$20.3K	0.47%	53
2021 Q2	$1.26M	Buy	11,837 +1,911	+19%	+$201K	0.49%	52
2021 Q1	$944K	Buy	9,926 +521	+6%	+$50.3K	0.41%	64
2020 Q4	$861K	Sell	9,405 -982	-9%	-$85.3K	0.38%	69
2020 Q3	$840K	Buy	10,387 +609	+6%	+$49.9K	0.41%	66
2020 Q2	$770K	Buy	9,778 +393	+4%	+$30.6K	0.46%	58
2020 Q1	$664K	Buy	9,385 +1,998	+27%	+$172K	0.47%	57
2019 Q4	$692K	Sell	7,387 -1,625	-18%	-$147K	0.35%	76
2019 Q3	$799K	Buy	9,012 +649	+8%	+$56.8K	0.42%	61
2019 Q2	$730K	Buy	8,363 +6,148	+278%	+$532K	0.26%	83
2019 Q1	$190K	Sell	2,215 -35	-2%	-$2.92K	0.11%	149
2018 Q4	$175K	Buy	+2,250	New	+$188K	0.11%	147

Other funds holding VYM

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SCM

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Essex Savings Bank increased its Vanguard High Dividend Yield ETF (VYM) stake by 2.5% in Q2 2026, buying an estimated $59.2K and bringing the position to 15,255 shares worth $2.41M. The position accounts for 0.52% of the portfolio, ranked #41.

Essex Savings Bank first reported a position in VYM in Q4 2018 and has held it in 31 quarters since. 1,546 funds tracked by Wall St. Rank hold VYM as of Q2 2026.

Essex Savings Bank held 15,255 shares of Vanguard High Dividend Yield ETF worth $2.41M as of Q2 2026.
Essex Savings Bank bought 379 Vanguard High Dividend Yield ETF shares in Q2 2026, an estimated $59.2K.
Vanguard High Dividend Yield ETF made up 0.52% of Essex Savings Bank's portfolio in Q2 2026, its #41 holding.
Essex Savings Bank first reported a position in Vanguard High Dividend Yield ETF in Q4 2018 and has held it in 31 quarters since.
1,546 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q2 2026.

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