Vanguard Mid-Cap ETF shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) 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 Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $664k | 2.3k | 290.23 |
| 2025-09-30 | $619k | 2.1k | 293.70 |
| 2025-06-30 | $676k | 2.4k | 279.89 |
| 2025-03-31 | $837k | 3.2k | 258.60 |
| 2024-12-31 | $855k | 3.2k | 264.16 |
| 2024-09-30 | $612k | 2.3k | 263.80 |
| 2024-06-30 | $620k | 2.6k | 242.07 |
| 2024-03-31 | $578k | 2.3k | 249.82 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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