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

Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) 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 Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Growth 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 Growth 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 $783k 2.3k 344.20
2023-09-30 $591k 2.2k 272.39
2023-06-30 $608k 2.1k 283.04
2023-03-31 $551k 2.2k 249.51
2022-12-31 $553k 2.6k 213.16
2022-09-30 $2.4M 11k 213.92
2022-06-30 $1.6M 7.3k 222.94
2022-03-31 $617k 2.1k 287.38
2021-12-31 $664k 2.1k 320.77
2021-09-30 $601k 2.1k 290.06
2021-06-30 $561k 2.0k 287.25
2021-03-31 $494k 1.9k 256.89
2020-12-31 $487k 1.9k 253.38
2020-09-30 $437k 1.9k 227.37
2020-06-30 $409k 2.0k 202.28
2020-03-31 $208k 1.3k 156.63
2019-12-31 $242k 1.3k 182.23
2019-09-30 $228k 1.4k 165.94
2019-06-30 $225k 1.4k 163.76
2018-09-30 $224k 1.4k 161.27
2018-06-30 $238k 1.6k 149.59
2018-03-31 $243k 1.7k 141.69
2017-12-31 $318k 2.3k 140.46
2017-09-30 $213k 1.6k 132.46
2017-06-30 $249k 2.0k 127.24
2017-03-31 $237k 1.9k 121.79
2016-12-31 $208k 1.9k 111.53
2016-09-30 $207k 1.8k 112.56
2015-12-31 $222k 2.1k 106.58
2015-09-30 $220k 2.2k 100.09
2015-03-31 $206k 2.0k 104.57
2014-12-31 $229k 2.2k 104.57
2014-09-30 $211k 2.1k 99.76
2014-06-30 $225k 2.3k 98.77
2014-03-31 $204k 2.2k 93.41
2013-12-31 $234k 2.5k 93.15
2013-09-30 $327k 3.9k 84.69
2013-06-30 $320k 4.1k 78.07

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 Growth ETF

Bank of America Corporation
UBS Group
Tiaa Trust, National Association
Wells Fargo & Company
EP Wealth Advisors
Adviser Investments
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
D.A. Davidson & Co.
Royal Bank of Canada
Commonwealth Equity Services
Jpmorgan Chase & Co
Mariner Wealth Advisors
Raymond James Financial Services Advisors

View all funds holding Vanguard Growth ETF