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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
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

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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 Small-Cap ETF

Bank of America Corporation
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Goldman Sachs Group
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Charles Schwab Investment Advisory
Mercer Global Advisors
Royal Bank of Canada
Wealthfront Advisers
Captrust Financial Advisors
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View all funds holding Vanguard Small-Cap ETF