Annex Advisory Services
VCIT icon

Annex Advisory Services’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Annex Advisory Services’s Portfolio VCIT Stock Details VCIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$217K Buy
2,773
+216
+8% +$17.5K ﹤0.01% 364
2026
Q2 		$211K Buy
+2,557
New +$211K ﹤0.01% 345

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Robertson Stephens Wealth Management
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Mather Group
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Wealth Enhancement Advisory Services
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PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Hanson & Doremus Investment Management
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Annex Advisory Services's VCIT Position: Q3 2026 in Review

Annex Advisory Services increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 8.4% in Q3 2026, buying an estimated $17.5K and bringing the position to 2,773 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Annex Advisory Services first reported a position in VCIT in Q2 2026 and has held it in 2 quarters since. 338 funds tracked by Wall St. Rank hold VCIT as of Q3 2026.

  • Annex Advisory Services held 2,773 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $217K as of Q3 2026.
  • Annex Advisory Services bought 216 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2026, an estimated $17.5K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up ﹤0.01% of Annex Advisory Services's portfolio in Q3 2026, its #364 holding.
  • Annex Advisory Services first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 338 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.