Annex Advisory Services, LLC Vanguard Transaction History

Annex Advisory Services, LLC

$3.52 Billion
Q3 2025

A detailed history of Annex Advisory Services, LLC transactions in Vanguard stock. As of the latest transaction made, Annex Advisory Services, LLC holds 4,596 shares of VGSH stock, worth $270,474. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,596

Holding current value

$270,474

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 17, 2025	BUY	$58.43 - $58.88 $268,544 - $270,612	4,596 New	4,596 $270,000

Others Institutions Holding VGSH

# of Institutions

1,076

Shares Held

287M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

43.5M
Shares

$2.56 Billion
0.2% of portfolio
Morgan Stanley New York, NY

20.5M
Shares

$1.21 Billion
0.08% of portfolio
Bank Of America Corp Charlotte, NC

8.74M
Shares

$514 Million
0.04% of portfolio
Orgel Wealth Management, LLC

7.53M
Shares

$443 Million
10.66% of portfolio
Northern Trust Corp Chicago, IL

6.69M
Shares

$394 Million
0.06% of portfolio

View Full List

About VANGUARD

Ticker VGSH
Sector ETFs
Industry ETFs

More about VGSH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Annex Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annex Advisory Services, LLC with notifications on news.

Account

Annex Advisory Services, LLC Vanguard Transaction History