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

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

Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) 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 Growth ETF

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 2.8k 479.65
2025-06-30 $1.2M 2.8k 438.40
2025-03-31 $1.6M 4.4k 370.80
2024-12-31 $2.0M 5.0k 410.46
2024-09-30 $804k 2.1k 383.95
2024-06-30 $867k 2.3k 374.01
2024-03-31 $783k 2.3k 344.20
2023-09-30 $591k 2.2k 272.39
2023-06-30 $608k 2.1k 283.04
2023-03-31 $551k 2.2k 249.51
2022-12-31 $553k 2.6k 213.16
2022-09-30 $2.4M 11k 213.92
2022-06-30 $1.6M 7.3k 222.94
2022-03-31 $617k 2.1k 287.38
2021-12-31 $664k 2.1k 320.77
2021-09-30 $601k 2.1k 290.06
2021-06-30 $561k 2.0k 287.25
2021-03-31 $494k 1.9k 256.89
2020-12-31 $487k 1.9k 253.38
2020-09-30 $437k 1.9k 227.37
2020-06-30 $409k 2.0k 202.28
2020-03-31 $208k 1.3k 156.63
2019-12-31 $331k 21k 15.71
2019-09-30 $228k 1.4k 165.94
2019-06-30 $225k 1.4k 163.76
2018-09-30 $224k 1.4k 161.27
2018-06-30 $238k 1.6k 149.59
2018-03-31 $243k 1.7k 141.69
2017-12-31 $318k 2.3k 140.46
2017-09-30 $213k 1.6k 132.46
2017-06-30 $249k 2.0k 127.24
2017-03-31 $237k 1.9k 121.79
2016-12-31 $208k 1.9k 111.53
2016-09-30 $207k 1.8k 112.56
2015-12-31 $222k 2.1k 106.58
2015-09-30 $220k 2.2k 100.09
2015-03-31 $206k 2.0k 104.57
2014-12-31 $229k 2.2k 104.57
2014-09-30 $211k 2.1k 99.76
2014-06-30 $225k 2.3k 98.77
2014-03-31 $204k 2.2k 93.41
2013-12-31 $234k 2.5k 93.15
2013-09-30 $327k 3.9k 84.69
2013-06-30 $320k 4.1k 78.07

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

Victory Portfolios Ii Core Intrmediate (UBND)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Global 100 Etf (IOO)
Alps Etf Tr Smith Core Plus (SMTH)
Victory Portfolios Ii Victoryshares Fr (GFLW)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Victory Portfolios Ii Shares Free Cash (VFLO)
Meta Platforms Cl A (META)
Amazon (AMZN)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Mbs Etf (MBB)

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

Top funds holding Vanguard Growth ETF

Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
Financial Engines Advisors L.L.C
UBS Group
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Tiaa Trust, National Association
EP Wealth Advisors
FMR
Raymond James Financial
Mill Creek Capital Advisors
Pnc Financial Services
Royal Bank of Canada

View all funds holding Vanguard Growth ETF