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
2024-03-31 $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

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

American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Specialized Funds Div App Etf (VIG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Intl Qualty (IQLT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
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 Information Technology ETF

Bank of America Corporation
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Fisher Investments
Royal Bank of Canada
Raymond James Financial Services Advisors
Raymond James & Associates
Stifel Financial
HighTower Advisors
Pnc Financial Services
Beacon Capital Management
Taiyo Life Insurance
HPM Partners
Janney Montgomery Scott

View all funds holding Vanguard Information Technology ETF