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

Vanguard Intermediate Tm Cpte Bd ETF shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 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 Intermediate Tm Cpte Bd ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Intermediate Tm Cpte Bd 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 Intermediate Tm Cpte Bd ETF by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $211k 2.6k 82.65

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Alps Etf Tr Smith Core Plus (SMTH)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr U S Equity Factr (LRGF)
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American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Dimensional Etf Trust Intl Core Equity (DFIC)
Alphabet Cap Stk Cl A (GOOGL)
Analog Devices (ADI)
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)

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

Top funds holding Vanguard Intermediate Tm Cpte Bd ETF

Bank of America Corporation
Fisher Investments
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Creative Planning
Morgan Stanley
Royal Bank of Canada
LPL Financial
Wells Fargo & Company
Envestnet Asset Management
Ameriprise Financial
Goldman Sachs Group
Baird Financial
Nepc
Wealthfront Advisers
UBS Group

View all funds holding Vanguard Intermediate Tm Cpte Bd ETF