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

Vanguard Information Technology ETF shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Vanguard Information Technology ETF (VGT) 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 Information Technology ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Information Technology 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 Information Technology ETF by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $19M 31k 621.80
2024-09-30 $20M 33k 586.51
2024-06-30 $154M 267k 576.59
2024-03-31 $99M 188k 524.34
2023-09-30 $45M 109k 414.90
2023-06-30 $51M 115k 442.16
2023-03-31 $110M 285k 385.47
2022-12-31 $92M 289k 319.41
2022-09-30 $87M 282k 307.37
2022-06-30 $91M 277k 326.55
2022-03-31 $112M 269k 416.48
2021-12-31 $122M 266k 458.17
2021-09-30 $106M 264k 401.22
2021-06-30 $115M 288k 398.84
2021-03-31 $102M 283k 358.49
2020-12-31 $112M 315k 353.79
2020-09-30 $97M 313k 311.45
2020-06-30 $87M 311k 278.71
2020-03-31 $62M 291k 211.90
2019-12-31 $81M 3.5M 23.10
2019-09-30 $63M 290k 215.55
2019-06-30 $60M 283k 210.89
2019-03-31 $55M 276k 200.63
2018-12-31 $45M 269k 166.83
2018-09-30 $53M 263k 202.56
2018-06-30 $47M 259k 181.40
2018-03-31 $44M 255k 171.00
2017-12-31 $43M 262k 164.73
2017-09-30 $40M 261k 151.99
2017-06-30 $39M 274k 140.84
2017-03-31 $36M 268k 135.63
2016-12-31 $32M 262k 121.50
2016-09-30 $31M 257k 120.37
2016-06-30 $28M 257k 107.09
2016-03-31 $28M 251k 109.53
2015-12-31 $29M 265k 108.29
2015-09-30 $26M 261k 100.00
2015-06-30 $27M 252k 106.23
2015-03-31 $26M 240k 106.52
2014-12-31 $25M 236k 104.48
2014-09-30 $23M 231k 100.08
2014-06-30 $22M 227k 96.79
2014-03-31 $20M 215k 91.53
2013-12-31 $17M 191k 89.54
2013-09-30 $11M 138k 80.70
2013-06-30 $6.9M 93k 73.98

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Visa Com Cl A (V)
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Applovin Corp Com Cl A (APP)

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

Top funds holding Vanguard Information Technology ETF

Bank of America Corporation
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
LPL Financial
Ameriprise Financial
Royal Bank of Canada
Harel Insurance Investments & Financial Services
Susquehanna International
Northwestern Mutual Wealth Management Company
Green Harvest Asset Management
Envestnet Asset Management
Raymond James Financial Services Advisors
Raymond James & Associates
Stifel Financial

View all funds holding Vanguard Information Technology ETF