Essex Bank

Bank

Position in VIG — Vanguard Dividend Appreciation ETF

CIK 1752212 Essex, CT

Position in VIG

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

Position Value

$1,462,192

-$87,037 QoQ

Shares Held

6,799

-3.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.39%

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	$1,462,192	6,799	-3.5%	Shares	Sole	2026-04-17
2025-12-31	$1,549,229	7,049	+3.4%	Shares	Sole	2026-02-02
2025-09-30	$1,470,392	6,814	0.0%	Shares	Sole	2025-11-04
2025-06-30	$1,394,621	6,814	+0.6%	Shares	Sole	2025-07-11
2025-03-31	$1,313,894	6,773	-0.4%	Shares	Sole	2025-04-21
2024-12-31	$1,331,056	6,797	-4.2%	Shares	Sole	2025-01-14
2024-09-30	$1,405,631	7,097	-1.4%	Shares	Sole	2024-11-01
2024-06-30	$1,313,811	7,197	-2.0%	Shares	Sole	2024-07-23
2024-03-31	$1,341,635	7,347	0.0%	Shares	Sole	2024-04-22
2023-12-31	$1,251,928	7,347	-7.5%	Shares	Sole	2024-01-22
2023-09-30	$1,234,648	7,946	+7.0%	Shares	Sole	2023-10-12
2023-06-30	$1,206,529	7,428	-15.4%	Shares	Sole	2023-07-19
2023-03-31	$1,351,899	8,778	0.0%	Shares	Sole	2023-04-24
2022-12-31	$1,332,938	8,778	-2.2%	Shares	Sole	2023-01-18
2022-09-30	$1,212,790	8,973	+0.2%	Shares	Sole	2022-10-19
2022-06-30	$1,284,485	8,953	+11.5%	Shares	Sole	2022-07-19
2022-03-31	$1,302,144	8,030	+10.3%	Shares	Sole	2022-05-03
2021-12-31	$1,250,339	7,280	+26.0%	Shares	Sole	2022-02-23
2021-09-30	$887,193	5,776	-1.7%	Shares	Sole	2021-10-20
2021-06-30	$909,700	5,877	-11.0%	Shares	Sole	2021-07-29
2021-03-31	$971,610	6,606	+8.5%	Shares	Sole	2021-04-22
2020-12-31	$859,866	6,091	+7.6%	Shares	Sole	2021-02-03
2020-09-30	$728,215	5,660	0.0%	Shares	Sole	2020-10-26
2020-06-30	$663,238	5,660	+21.5%	Shares	Sole	2020-07-30
2020-03-31	$481,796	4,660	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.