AAS
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Annex Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Annex Advisory Services’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.82M Buy
5,562
+526
+10% +$351K 0.07% 123
2026
Q1 		$3.01M Buy
5,036
+299
+6% +$187K 0.06% 134
2025
Q4 		$2.97M Buy
4,737
+332
+8% +$206K 0.06% 138
2025
Q3 		$2.7M Sell
4,405
-16
-0.4% -$9.43K 0.06% 121
2025
Q2 		$2.51M Buy
4,421
+429
+11% +$225K 0.06% 118
2025
Q1 		$2.05M Buy
3,992
+31
+0.8% +$16.8K 0.06% 120
2024
Q4 		$2.13M Sell
3,961
-182
-4% -$98.6K 0.06% 118
2024
Q3 		$2.19M Buy
4,143
+937
+29% +$476K 0.07% 107
2024
Q2 		$1.6M Buy
3,206
+25
+0.8% +$12K 0.06% 107
2024
Q1 		$1.53M Buy
3,181
+1,260
+66% +$577K 0.05% 110
2023
Q4 		$839K Buy
1,921
+531
+38% +$217K 0.04% 137
2023
Q3 		$546K Sell
1,390
-114
-8% -$46.6K 0.03% 145
2023
Q2 		$613K Buy
1,504
+15
+1% +$5.79K 0.03% 130
2023
Q1 		$560K Buy
1,489
+51
+4% +$18.7K 0.03% 132
2022
Q4 		$505K Sell
1,438
-25
-2% -$8.83K 0.03% 150
2022
Q3 		$480K Sell
1,463
-14
-0.9% -$5.11K 0.03% 148
2022
Q2 		$513K Sell
1,477
-12
-0.8% -$4.52K 0.04% 150
2022
Q1 		$618K Buy
1,489
+98
+7% +$40.1K 0.05% 142
2021
Q4 		$607K Buy
1,391
+227
+20% +$95.8K 0.04% 144
2021
Q3 		$459K Sell
1,164
-54
-4% -$21.9K 0.04% 148
2021
Q2 		$479K Buy
1,218
+376
+45% +$144K 0.04% 147
2021
Q1 		$307K Sell
842
-64
-7% -$22.7K 0.03% 163
2020
Q4 		$311K Buy
906
+48
+6% +$15.6K 0.03% 152
2020
Q3 		$264K Sell
858
-67
-7% -$20.4K 0.03% 114
2020
Q2 		$262K Buy
+925
New +$249K 0.04% 106

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Annex Advisory Services increased its Vanguard S&P 500 ETF (VOO) stake by 10% in Q2 2026, buying an estimated $351K and bringing the position to 5,562 shares worth $3.82M. The position accounts for 0.07% of the portfolio, ranked #123.

Annex Advisory Services first reported a position in VOO in Q2 2020 and has held it in 25 quarters since. 905 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Annex Advisory Services held 5,562 shares of Vanguard S&P 500 ETF worth $3.82M as of Q2 2026.
  • Annex Advisory Services bought 526 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $351K.
  • Vanguard S&P 500 ETF made up 0.07% of Annex Advisory Services's portfolio in Q2 2026, its #123 holding.
  • Annex Advisory Services first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 25 quarters since.
  • 905 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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