Vanguard Value ETF shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) 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 Value ETF
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Quarterly reported holdings in Vanguard Value 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 | $558k | 2.9k | 190.98 |
| 2025-09-30 | $287k | 1.5k | 186.50 |
| 2025-06-30 | $264k | 1.5k | 176.75 |
| 2025-03-31 | $587k | 3.4k | 172.75 |
| 2024-12-31 | $588k | 3.5k | 169.30 |
| 2024-09-30 | $265k | 1.5k | 174.56 |
| 2022-03-31 | $327k | 2.2k | 147.76 |
| 2021-12-31 | $275k | 1.9k | 147.30 |
| 2021-06-30 | $244k | 1.8k | 137.78 |
| 2021-03-31 | $224k | 1.7k | 131.38 |
| 2019-12-31 | $273k | 25k | 11.06 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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