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Annex Advisory Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Annex Advisory Services’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$755K Buy
9,375
+351
+4% +$27.2K 0.01% 215
2026
Q1 		$648K Sell
9,024
-124
-1% -$9.21K 0.01% 220
2025
Q4 		$664K Buy
9,148
+716
+8% +$52.1K 0.01% 217
2025
Q3 		$619K Sell
8,432
-1,232
-13% -$88.5K 0.01% 199
2025
Q2 		$676K Sell
9,664
-3,288
-25% -$216K 0.02% 186
2025
Q1 		$837K Buy
12,952
+8
+0.1% +$537 0.02% 173
2024
Q4 		$855K Buy
12,944
+3,668
+40% +$249K 0.03% 176
2024
Q3 		$612K Sell
9,276
-976
-10% -$61.3K 0.02% 176
2024
Q2 		$620K Buy
10,252
+992
+11% +$60.3K 0.02% 168
2024
Q1 		$578K Buy
+9,260
New +$547K 0.02% 167

Other funds holding VO

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Annex Advisory Services's VO Position: Q2 2026 in Review

Annex Advisory Services increased its Vanguard Mid-Cap ETF (VO) stake by 3.9% in Q2 2026, buying an estimated $27.2K and bringing the position to 9,375 shares worth $755K. The position accounts for 0.01% of the portfolio, ranked #215.

Annex Advisory Services first reported a position in VO in Q1 2024 and has held it in 10 quarters since. The position peaked at $855K in Q4 2024. 506 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Annex Advisory Services held 9,375 shares of Vanguard Mid-Cap ETF worth $755K as of Q2 2026.
  • Annex Advisory Services bought 351 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $27.2K.
  • Vanguard Mid-Cap ETF made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #215 holding.
  • Annex Advisory Services first reported a position in Vanguard Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • Annex Advisory Services's Vanguard Mid-Cap ETF position peaked at $855K in Q4 2024.
  • 506 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.