Annex Advisory Services’s Vanguard Growth ETF VUG Stock Holding History

Annex Advisory Services’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.68M	Buy	19,456 +1,492	+8%	+$126K	0.03%	169
2026 Q1	$1.31M	Buy	17,964 +1,320	+8%	+$103K	0.02%	177
2025 Q4	$1.35M	Sell	16,644 -222	-1%	-$18K	0.03%	171
2025 Q3	$1.35M	Sell	16,866 -66	-0.4%	-$5.04K	0.03%	151
2025 Q2	$1.24M	Sell	16,932 -9,510	-36%	-$626K	0.03%	152
2025 Q1	$1.63M	Sell	26,442 -3,450	-12%	-$233K	0.05%	134
2024 Q4	$2.04M	Buy	29,892 +17,328	+138%	+$1.16M	0.06%	119
2024 Q3	$804K	Sell	12,564 -1,344	-10%	-$83.3K	0.03%	163
2024 Q2	$867K	Buy	13,908 +258	+2%	+$15K	0.03%	141
2024 Q1	$783K	Buy	13,650 +1,206	+10%	+$66.3K	0.03%	144
2023 Q4	$645K	Sell	12,444 -564	-4%	-$27.2K	0.03%	151
2023 Q3	$591K	Buy	13,008 +114	+0.9%	+$5.38K	0.04%	136
2023 Q2	$608K	Sell	12,894 -360	-3%	-$15.6K	0.03%	132
2023 Q1	$551K	Sell	13,254 -2,304	-15%	-$89.6K	0.03%	134
2022 Q4	$553K	Sell	15,558 -52,206	-77%	-$1.92M	0.03%	141
2022 Q3	$2.42M	Buy	67,764 +24,246	+56%	+$975K	0.16%	83
2022 Q2	$1.62M	Buy	43,518 +30,636	+238%	+$1.26M	0.12%	104
2022 Q1	$617K	Buy	12,882 +462	+4%	+$21.9K	0.05%	143
2021 Q4	$664K	Sell	12,420 -12	-0.1%	-$625	0.05%	140
2021 Q3	$601K	Buy	12,432 +714	+6%	+$35.5K	0.05%	136
2021 Q2	$561K	Buy	11,718 +180	+2%	+$8.17K	0.05%	141
2021 Q1	$494K	Buy	11,538 +6	+0.1%	+$257	0.05%	138
2020 Q4	$487K	Hold	11,532	–	–	0.05%	131
2020 Q3	$437K	Sell	11,532 -600	-5%	-$22.2K	0.06%	91
2020 Q2	$409K	Buy	12,132 +4,164	+52%	+$128K	0.06%	89
2020 Q1	$208K	Hold	7,968	–	–	0.03%	116
2019 Q4	$242K	Sell	7,968 -276	-3%	-$7.97K	0.03%	117
2019 Q3	$228K	Hold	8,244	–	–	0.03%	119
2019 Q2	$225K	Buy	+8,244	New	+$220K	0.03%	109
2018 Q4	–	Sell	-8,334	Closed	-$224K	–	141
2018 Q3	$224K	Sell	8,334 -1,212	-13%	-$31.7K	0.03%	120
2018 Q2	$238K	Sell	9,546 -744	-7%	-$18.2K	0.04%	111
2018 Q1	$243K	Sell	10,290 -3,294	-24%	-$80.3K	0.04%	115
2017 Q4	$318K	Buy	13,584 +3,936	+41%	+$90.3K	0.06%	90
2017 Q3	$213K	Sell	9,648 -2,094	-18%	-$45.5K	0.04%	113
2017 Q2	$249K	Buy	11,742 +66	+0.6%	+$1.38K	0.06%	107
2017 Q1	$237K	Buy	11,676 +486	+4%	+$9.59K	0.06%	106
2016 Q4	$208K	Buy	11,190 +156	+1%	+$2.88K	0.05%	102
2016 Q3	$207K	Buy	+11,034	New	+$205K	0.05%	99
2016 Q1	–	Sell	-12,498	Closed	-$222K	–	121
2015 Q4	$222K	Sell	12,498 -690	-5%	-$12.4K	0.07%	100
2015 Q3	$220K	Buy	+13,188	New	+$234K	0.07%	103
2015 Q2	–	Sell	-11,820	Closed	-$206K	–	118
2015 Q1	$206K	Sell	11,820 -1,320	-10%	-$23.4K	0.07%	112
2014 Q4	$229K	Buy	13,140 +450	+4%	+$7.65K	0.07%	81
2014 Q3	$211K	Sell	12,690 -978	-7%	-$16.3K	0.07%	75
2014 Q2	$225K	Buy	13,668 +564	+4%	+$8.94K	0.08%	75
2014 Q1	$204K	Sell	13,104 -1,968	-13%	-$30.5K	0.08%	82
2013 Q4	$234K	Sell	15,072 -8,094	-35%	-$120K	0.09%	75
2013 Q3	$327K	Sell	23,166 -1,428	-6%	-$19.7K	0.15%	68
2013 Q2	$320K	Buy	+24,594	New	+$324K	0.18%	71

Other funds holding VUG

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

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

Annex Advisory Services increased its Vanguard Growth ETF (VUG) stake by 8.3% in Q2 2026, buying an estimated $126K and bringing the position to 19,456 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #169.

Annex Advisory Services first reported a position in VUG in Q2 2013 and has held it in 48 quarters since. The position peaked at $2.42M in Q3 2022. 594 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Annex Advisory Services held 19,456 shares of Vanguard Growth ETF worth $1.68M as of Q2 2026.
Annex Advisory Services bought 1,492 Vanguard Growth ETF shares in Q2 2026, an estimated $126K.
Vanguard Growth ETF made up 0.03% of Annex Advisory Services's portfolio in Q2 2026, its #169 holding.
Annex Advisory Services first reported a position in Vanguard Growth ETF in Q2 2013 and has held it in 48 quarters since.
Annex Advisory Services's Vanguard Growth ETF position peaked at $2.42M in Q3 2022.
594 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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