Essex Financial Services, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1315785
ESSEX, CT
Position in VB
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$7,051,148
+$535,847 QoQ
Shares Held
26,921
+6.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,051,148 | 26,921 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,515,301 | 25,258 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,055,423 | 23,814 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,325,414 | 22,472 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $5,325,548 | 24,016 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $5,143,193 | 21,405 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $4,874,191 | 20,548 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,888,456 | 22,420 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,013,664 | 21,933 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $4,637,794 | 21,740 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,604,619 | 19,065 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,778,910 | 19,000 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,737,554 | 19,717 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,700,166 | 20,160 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,506,560 | 20,517 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,905,415 | 22,176 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $5,133,633 | 24,156 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $3,987,494 | 17,643 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,429,182 | 15,682 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,631,720 | 11,682 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $2,500,882 | 11,682 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,956,923 | 10,052 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,026,153 | 6,672 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $835,849 | 5,736 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $662,856 | 5,742 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||