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Vanguard Lg Term Govt Bd ETF shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Vanguard Lg Term Govt Bd ETF (VGLT) 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 Lg Term Govt Bd ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Lg Term Govt 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 Lg Term Govt Bd 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 $1.0M 18k 56.86
2025-06-30 $1.6M 28k 56.12
2025-03-31 $156M 2.7M 57.61
2024-12-31 $144M 2.6M 55.35
2024-06-30 $225k 3.9k 57.68
2023-09-30 $304k 5.5k 55.51