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

Vanguard Total Stock Market ETF shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) 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 Total Stock Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total Stock Market ETF held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Total Stock Market 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 $37M 142k 259.90
2023-09-30 $107M 505k 212.41
2023-06-30 $229M 1.0M 220.28
2023-03-31 $255M 1.3M 204.10
2022-12-31 $235M 1.2M 191.19
2022-09-30 $93M 518k 179.47
2022-06-30 $122M 646k 188.62
2022-03-31 $141M 617k 227.67
2021-12-31 $143M 591k 241.44
2021-09-30 $123M 553k 222.07
2021-06-30 $122M 545k 222.80
2021-03-31 $101M 489k 206.69
2020-12-31 $89M 457k 194.64
2020-09-30 $72M 421k 170.31
2020-06-30 $63M 402k 156.53
2020-03-31 $55M 424k 128.91
2019-12-31 $88M 2.9M 29.78
2019-09-30 $72M 478k 151.00
2019-06-30 $73M 487k 150.09
2019-03-31 $72M 500k 144.71
2018-12-31 $68M 535k 127.63
2018-09-30 $82M 546k 149.65
2018-06-30 $78M 556k 140.43
2018-03-31 $77M 567k 135.72
2017-12-31 $89M 648k 137.25
2017-09-30 $82M 633k 129.52
2017-06-30 $78M 628k 124.45
2017-03-31 $73M 598k 121.32
2016-12-31 $66M 569k 115.32
2016-09-30 $61M 547k 111.33
2016-06-30 $59M 547k 107.16
2016-03-31 $56M 536k 104.82
2015-12-31 $58M 554k 104.30
2015-09-30 $52M 530k 98.72
2015-06-30 $54M 504k 107.02
2015-03-31 $50M 470k 107.25
2014-12-31 $44M 410k 106.00
2014-09-30 $37M 368k 101.24
2014-06-30 $35M 341k 101.77
2014-03-31 $31M 318k 97.47
2013-12-31 $27M 280k 95.92
2013-09-30 $20M 232k 87.65
2013-06-30 $16M 190k 82.67

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 Total Stock Market ETF

Vanguard Group
Betterment
Us Bancorp
Wealthfront Advisers
Bank of America Corporation
WealthNavi
Hanson McClain Advisors
Creative Planning
HB Wealth Management
Wells Fargo & Company
Ballentine Partners
HPM Partners
National Mutual Insurance Federation of Agricultural Cooperatives
Jpmorgan Chase & Co
UBS Group

View all funds holding Vanguard Total Stock Market ETF