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

Vanguard Mega Cap 300 Value Index ETF shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Vanguard Mega Cap 300 Value Index ETF (MGV) 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 Mega Cap 300 Value Index ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mega Cap 300 Value Index 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 Mega Cap 300 Value Index ETF by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $13M 93k 141.16

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

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American Centy Etf Tr Us Eqt Etf (AVUS)
Alps Etf Tr Smith Core Plus (SMTH)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Global 100 Etf (IOO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Meta Platforms Cl A (META)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
Harbor Etf Trust Internatnal Comp (OSEA)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Mbs Etf (MBB)

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

Top funds holding Vanguard Mega Cap 300 Value Index ETF

Assetmark
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Merit Financial Group
Pnc Financial Services
Advisor Group Holdings
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HighTower Advisors
Raymond James Financial
Vantagepoint Investment Advisers
Black Diamond Financial
Royal Bank of Canada
Sequoia Financial Advisors

View all funds holding Vanguard Mega Cap 300 Value Index ETF