Annex Advisory Services
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Annex Advisory Services’s Vanguard Morningstar 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
Q3 		$793K Buy
10,108
+733
+8% +$59.6K 0.01% 226
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

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UBS Group
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Annex Advisory Services's VO Position: Q3 2026 in Review

Annex Advisory Services increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 7.8% in Q3 2026, buying an estimated $59.6K and bringing the position to 10,108 shares worth $793K. The position accounts for 0.01% of the portfolio, ranked #226.

Annex Advisory Services first reported a position in VO in Q1 2024 and has held it in 11 quarters since. The position peaked at $855K in Q4 2024. 2,270 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Annex Advisory Services held 10,108 shares of Vanguard Morningstar Mid-Cap ETF worth $793K as of Q3 2026.
  • Annex Advisory Services bought 733 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $59.6K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.01% of Annex Advisory Services's portfolio in Q3 2026, its #226 holding.
  • Annex Advisory Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2024 and has held it in 11 quarters since.
  • Annex Advisory Services's Vanguard Morningstar Mid-Cap ETF position peaked at $855K in Q4 2024.
  • 2,270 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

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