Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Vanguard REIT ETF shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Vanguard REIT ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard REIT ETF by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $781k 9.0k 86.48
2023-09-30 $777k 10k 75.66
2023-06-30 $910k 11k 83.57
2023-03-31 $915k 11k 83.05
2022-12-31 $967k 12k 82.48
2022-09-30 $1.1M 14k 80.20
2022-06-30 $1.3M 14k 91.09
2022-03-31 $1.4M 13k 108.37
2021-12-31 $1.5M 13k 115.99
2021-09-30 $1.2M 12k 101.73
2021-06-30 $1.5M 15k 101.85
2021-03-31 $1.4M 15k 91.88
2020-12-31 $1.3M 15k 84.95
2020-09-30 $1.4M 18k 78.94
2020-06-30 $1.4M 18k 78.54
2020-03-31 $1.4M 20k 69.80
2019-12-31 $2.9M 118k 24.33
2019-09-30 $1.4M 15k 93.20
2019-06-30 $1.0M 12k 87.45
2019-03-31 $989k 11k 86.92
2018-12-31 $811k 11k 74.53
2018-09-30 $950k 12k 80.66
2018-06-30 $962k 12k 81.44
2018-03-31 $906k 12k 75.48
2014-12-31 $29M 352k 81.00
2014-09-30 $24M 338k 71.85
2014-06-30 $24M 321k 74.84
2014-03-31 $21M 303k 70.62
2013-12-31 $18M 270k 64.56
2013-09-30 $16M 237k 66.14
2013-06-30 $14M 201k 68.72

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Specialized Funds Div App Etf (VIG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Intl Qualty (IQLT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Merck & Co (MRK)
Visa Com Cl A (V)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Vanguard REIT ETF

Creative Planning
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Bank of America Corporation
Goldman Sachs Group
Wealthfront Advisers
Wells Fargo & Company
Us Bancorp
HPM Partners
Mivtachim The Workers Social Insurance Fund
Royal Bank of Canada
Barclays
Bank of New York Mellon
Elliott Investment Management
Mariner Wealth Advisors

View all funds holding Vanguard REIT ETF