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

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

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) 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 Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap 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 Small-Cap ETF by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.6M 30k 254.28
2025-06-30 $7.3M 31k 236.98
2025-03-31 $7.6M 34k 221.75
2024-12-31 $16M 67k 240.28
2024-09-30 $16M 69k 237.21
2024-06-30 $16M 71k 218.04
2024-03-31 $17M 75k 228.59
2023-09-30 $39M 205k 189.07
2023-06-30 $52M 264k 198.89
2023-03-31 $210M 1.1M 189.56
2022-12-31 $200M 1.1M 183.54
2022-09-30 $122M 712k 170.91
2022-06-30 $118M 668k 176.11
2022-03-31 $92M 431k 212.52
2021-12-31 $86M 379k 226.01
2021-09-30 $74M 338k 218.61
2021-06-30 $74M 327k 225.30
2021-03-31 $65M 302k 214.08
2020-12-31 $56M 288k 194.68
2020-09-30 $41M 264k 153.80
2020-06-30 $36M 248k 145.72
2020-03-31 $29M 253k 115.44
2019-12-31 $56M 2.7M 20.67
2019-09-30 $42M 269k 153.89
2019-06-30 $43M 272k 156.66
2019-03-31 $43M 279k 152.80
2018-12-31 $38M 285k 131.99
2018-09-30 $47M 288k 162.58
2018-06-30 $45M 290k 155.67
2018-03-31 $43M 293k 146.92
2017-12-31 $45M 304k 147.80
2017-09-30 $41M 289k 141.32
2017-06-30 $38M 277k 135.54
2017-03-31 $22M 166k 133.28
2016-12-31 $20M 157k 128.96
2016-09-30 $19M 152k 122.18
2016-06-30 $18M 154k 115.68
2016-03-31 $17M 151k 111.49
2015-12-31 $17M 153k 110.64
2015-09-30 $15M 141k 107.95
2015-06-30 $16M 130k 121.47
2015-03-31 $15M 119k 122.56
2014-12-31 $13M 111k 116.66
2014-09-30 $12M 105k 110.63
2014-06-30 $11M 98k 117.12
2014-03-31 $10M 90k 112.95
2013-12-31 $702k 6.4k 109.88
2013-09-30 $706k 6.9k 102.51
2013-06-30 $914k 9.8k 93.69

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

Victory Portfolios Ii Core Intrmediate (UBND)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Global 100 Etf (IOO)
Alps Etf Tr Smith Core Plus (SMTH)
Victory Portfolios Ii Victoryshares Fr (GFLW)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Victory Portfolios Ii Shares Free Cash (VFLO)
Meta Platforms Cl A (META)
Amazon (AMZN)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
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 Small-Cap ETF

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View all funds holding Vanguard Small-Cap ETF