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
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

American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Victory Portfolios Ii Shares Free Cash (VFLO)
Apple (AAPL)
Alps Etf Tr Smith Core Plus (SMTH)
NVIDIA Corporation (NVDA)
Victory Portfolios Ii Core Intrmediate (UBND)
Visa Com Cl A (V)
Amazon (AMZN)
Applovin Corp Com Cl A (APP)

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

Top funds holding Vanguard Growth ETF

Bank of America Corporation
Jones Financial Companies, L.L
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Envestnet Asset Management
Financial Engines Advisors L.L.C
Axiom Advisory
UBS Group
LPL Financial
Wells Fargo & Company
Tiaa Trust, National Association
Ameriprise Financial
EP Wealth Advisors
FMR
Mill Creek Capital Advisors
Adviser Investments

View all funds holding Vanguard Growth ETF