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Annex Advisory Services’s Vanguard Large-Cap ETF VV Stock Holding History

Annex Advisory Services’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.69M Sell
4,918
-70
-1% -$23.4K 0.03% 168
2026
Q1 		$1.49M Hold
4,988
– – 0.03% 168
2025
Q4 		$1.57M Sell
4,988
-50
-1% -$15.6K 0.03% 163
2025
Q3 		$1.55M Sell
5,038
-41
-0.8% -$12.1K 0.03% 146
2025
Q2 		$1.45M Hold
5,079
– – 0.03% 144
2025
Q1 		$1.31M Hold
5,079
– – 0.04% 147
2024
Q4 		$1.37M Hold
5,079
– – 0.04% 139
2024
Q3 		$1.34M Buy
5,079
+3,411
+204% +$865K 0.04% 126
2024
Q2 		$416K Hold
1,668
– – 0.01% 195
2024
Q1 		$400K Sell
1,668
-335
-17% -$76.6K 0.01% 202
2023
Q4 		$437K Sell
2,003
-20
-1% -$4.09K 0.02% 184
2023
Q3 		$396K Hold
2,023
– – 0.02% 160
2023
Q2 		$410K Sell
2,023
-19
-0.9% -$3.64K 0.02% 159
2023
Q1 		$381K Buy
2,042
+134
+7% +$24.4K 0.02% 165
2022
Q4 		$332K Sell
1,908
-95
-5% -$16.7K 0.02% 179
2022
Q3 		$328K Buy
2,003
+26
+1% +$4.73K 0.02% 165
2022
Q2 		$341K Sell
1,977
-397
-17% -$74.5K 0.02% 172
2022
Q1 		$495K Buy
2,374
+415
+21% +$85.2K 0.04% 154
2021
Q4 		$433K Buy
1,959
+278
+17% +$59.6K 0.03% 166
2021
Q3 		$337K Sell
1,681
-218
-11% -$45.1K 0.03% 162
2021
Q2 		$382K Buy
1,899
+15
+0.8% +$2.93K 0.03% 161
2021
Q1 		$349K Buy
1,884
+69
+4% +$12.5K 0.03% 151
2020
Q4 		$319K Buy
1,815
+78
+4% +$13K 0.03% 150
2020
Q3 		$272K Hold
1,737
– – 0.03% 113
2020
Q2 		$248K Buy
+1,737
New +$235K 0.03% 110

Other funds holding VV

MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AH
Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

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

Annex Advisory Services reduced its Vanguard Large-Cap ETF (VV) stake by 1.4% in Q2 2026, selling an estimated $23.4K and leaving 4,918 shares worth $1.69M. The position accounts for 0.03% of the portfolio, ranked #168.

Annex Advisory Services first reported a position in VV in Q2 2020 and has held it in 25 quarters since. 287 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Annex Advisory Services held 4,918 shares of Vanguard Large-Cap ETF worth $1.69M as of Q2 2026.
  • Annex Advisory Services sold 70 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $23.4K.
  • Vanguard Large-Cap ETF made up 0.03% of Annex Advisory Services's portfolio in Q2 2026, its #168 holding.
  • Annex Advisory Services first reported a position in Vanguard Large-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • 287 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

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