Annex Advisory Services
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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
Q3 		$1.76M Buy
5,015
+97
+2% +$34K 0.03% 166
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

Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return
James J. Burns & Company
James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Financial Planning Navigators
Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return
Addis & Hill
Addis & Hill Wayne, Pennsylvania $181M AUM 13.54% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Annex Advisory Services increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 2% in Q3 2026, buying an estimated $34K and bringing the position to 5,015 shares worth $1.76M. The position accounts for 0.03% of the portfolio, ranked #166.

Annex Advisory Services first reported a position in VV in Q2 2020 and has held it in 26 quarters since. 474 funds tracked by Wall St. Rank hold VV as of Q3 2026.

  • Annex Advisory Services held 5,015 shares of Vanguard Morningstar Large-Cap ETF worth $1.76M as of Q3 2026.
  • Annex Advisory Services bought 97 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $34K.
  • Vanguard Morningstar Large-Cap ETF made up 0.03% of Annex Advisory Services's portfolio in Q3 2026, its #166 holding.
  • Annex Advisory Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2020 and has held it in 26 quarters since.
  • 474 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

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