Essex Bank

Bank

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1752212 Essex, CT

Position in VB

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$2,054,238

+$5,600 QoQ

Shares Held

7,843

-1.2% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,054,238	7,843	-1.2%	Shares	Sole	2026-04-17
2025-12-31	$2,048,638	7,942	+4.8%	Shares	Sole	2026-02-02
2025-09-30	$1,926,933	7,578	-1.9%	Shares	Sole	2025-11-04
2025-06-30	$1,831,381	7,728	+1.7%	Shares	Sole	2025-07-11
2025-03-31	$1,684,856	7,598	-0.0%	Shares	Sole	2025-04-21
2024-12-31	$1,825,887	7,599	+3.4%	Shares	Sole	2025-01-14
2024-09-30	$1,743,256	7,349	-0.2%	Shares	Sole	2024-11-01
2024-06-30	$1,605,864	7,365	-2.0%	Shares	Sole	2024-07-23
2024-03-31	$1,718,538	7,518	0.0%	Shares	Sole	2024-04-22
2023-12-31	$1,603,814	7,518	+7.8%	Shares	Sole	2024-01-22
2023-09-30	$1,318,384	6,973	+5.6%	Shares	Sole	2023-10-12
2023-06-30	$1,313,668	6,605	-4.1%	Shares	Sole	2023-07-19
2023-03-31	$1,305,120	6,885	0.0%	Shares	Sole	2023-04-24
2022-12-31	$1,263,672	6,885	+2.5%	Shares	Sole	2023-01-18
2022-09-30	$1,148,514	6,720	-1.5%	Shares	Sole	2022-10-19
2022-06-30	$1,201,069	6,820	+4.0%	Shares	Sole	2022-07-19
2022-03-31	$1,393,068	6,555	-1.0%	Shares	Sole	2022-05-03
2021-12-31	$1,496,863	6,623	-1.0%	Shares	Sole	2022-02-23
2021-09-30	$1,463,120	6,691	+18.8%	Shares	Sole	2021-10-20
2021-06-30	$1,268,325	5,630	0.0%	Shares	Sole	2021-07-29
2021-03-31	$1,205,269	5,630	-4.9%	Shares	Sole	2021-04-22
2020-12-31	$1,152,504	5,920	+2.1%	Shares	Sole	2021-02-03
2020-09-30	$891,732	5,798	+7.2%	Shares	Sole	2020-10-26
2020-06-30	$788,052	5,408	+31.9%	Shares	Sole	2020-07-30
2020-03-31	$473,187	4,099	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.