Annex Advisory Services, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1542287
BROOKFIELD, WI
Position in VIG
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$18,636,024
-$1,415,164 QoQ
Shares Held
86,655
-5.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,636,024 | 86,655 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $20,051,188 | 91,233 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $20,733,534 | 96,082 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $20,263,148 | 99,004 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $20,958,485 | 108,039 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $22,343,223 | 114,095 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $22,557,449 | 113,892 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $22,639,303 | 124,017 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $164,121,467 | 898,754 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $85,308,715 | 500,638 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $78,327,368 | 504,102 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $82,291,910 | 506,630 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $74,466,453 | 483,517 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $71,827,024 | 473,013 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $63,295,698 | 468,302 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $65,737,523 | 458,197 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $55,208,344 | 340,456 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $58,335,231 | 339,652 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $51,257,395 | 333,707 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $51,356,690 | 331,783 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $46,924,109 | 319,038 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $43,402,716 | 307,450 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $38,037,685 | 295,645 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $33,127,840 | 282,709 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $299,314 | 2,895 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||