Vanguard Large-Cap ETF shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) 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 Large-Cap ETF
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All positions including Vanguard Large-Cap 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 Large-Cap 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 | $1.6M | 5.0k | 307.86 |
| 2025-06-30 | $1.4M | 5.1k | 285.30 |
| 2025-03-31 | $1.3M | 5.1k | 257.03 |
| 2024-12-31 | $1.4M | 5.1k | 269.70 |
| 2024-09-30 | $1.3M | 5.1k | 263.29 |
| 2024-06-30 | $416k | 1.7k | 249.63 |
| 2024-03-31 | $400k | 1.7k | 239.77 |
| 2023-09-30 | $396k | 2.0k | 195.70 |
| 2023-06-30 | $410k | 2.0k | 202.73 |
| 2023-03-31 | $382k | 2.0k | 186.82 |
| 2022-12-31 | $332k | 1.9k | 174.21 |
| 2022-09-30 | $328k | 2.0k | 163.75 |
| 2022-06-30 | $341k | 2.0k | 172.48 |
| 2022-03-31 | $495k | 2.4k | 208.51 |
| 2021-12-31 | $433k | 2.0k | 221.03 |
| 2021-09-30 | $337k | 1.7k | 200.48 |
| 2021-06-30 | $382k | 1.9k | 201.16 |
| 2021-03-31 | $349k | 1.9k | 185.24 |
| 2020-12-31 | $319k | 1.8k | 175.76 |
| 2020-09-30 | $272k | 1.7k | 156.59 |
| 2020-06-30 | $248k | 1.7k | 142.77 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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