Annex Advisory Services’s Vanguard Morningstar 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Annex Advisory Services reduced its Vanguard Morningstar 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. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Annex Advisory Services held 4,918 shares of Vanguard Morningstar Large-Cap ETF worth $1.69M as of Q2 2026.
Annex Advisory Services sold 70 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $23.4K.
Vanguard Morningstar 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 Morningstar Large-Cap ETF in Q2 2020 and has held it in 25 quarters since.
1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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