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Disclosery

Annex Advisory Services, LLC: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Annex Advisory Services, LLC on VTI, newest first. How the timeline and the estimate are built.

Annex Advisory Services, LLC held 118,403 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 118,403 shares
    Change vs previous 13F -1,588 shares

    0.75% of the 13F portfolio, value $43,813,977.

    13F-HR 0001542287-26-000003 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 119,991 shares
    Change vs previous 13F -3,149 shares

    0.72% of the 13F portfolio, value $38,494,439.

    13F-HR 0001542287-26-000002 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 123,140 shares
    Change vs previous 13F +955 shares

    0.79% of the 13F portfolio, value $41,285,004.

    13F-HR 0001542287-26-000001 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 122,185 shares
    Change vs previous 13F -2,997 shares

    0.85% of the 13F portfolio, value $40,097,388.

    13F-HR 0001542287-25-000002 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 125,182 shares
    Change vs previous 13F -1,828 shares

    0.92% of the 13F portfolio, value $38,046,603.

    13F-HR 0001085146-25-003756 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 127,010 shares
    Change vs previous 13F -5,239 shares

    0.99% of the 13F portfolio, value $34,907,317.

    13F-HR 0001085146-25-002042 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 132,249 shares
    Change vs previous 13F -4,046 shares

    1.15% of the 13F portfolio, value $38,327,192.

    13F-HR 0001085146-25-000240 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 136,295 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $38,593,306.

    13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).