Axos Invest’s Vanguard Large-Cap ETF VV Stock Holding History

Axos Invest’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
2025 Q3	–	Sell	-754	Closed	-$215K	–	25
2025 Q2	$215K	Sell	754 -67	-8%	-$17.7K	0.16%	21
2025 Q1	$211K	Sell	821 -266	-24%	-$72K	0.16%	21
2024 Q4	$293K	Buy	1,087 +142	+15%	+$38.5K	0.21%	22
2024 Q3	$249K	Buy	+945	New	+$240K	0.17%	23

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Axos Invest's VV Position: Q3 2025 in Review

Axos Invest sold out of Vanguard Large-Cap ETF (VV) in Q3 2025, closing a stake of 754 shares — an estimated $215K sold.

Axos Invest first reported a position in VV in Q3 2024 and held it in 4 quarters. The position peaked at $293K in Q4 2024. 1,265 funds tracked by Wall St. Rank hold VV as of Q3 2025.

Axos Invest reported no remaining Vanguard Large-Cap ETF position as of Q3 2025 after selling out during the quarter.
Axos Invest sold 754 Vanguard Large-Cap ETF shares in Q3 2025, an estimated $215K.
Axos Invest first reported a position in Vanguard Large-Cap ETF in Q3 2024 and held it in 4 quarters.
Axos Invest's Vanguard Large-Cap ETF position peaked at $293K in Q4 2024.
1,265 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2025.

Based on Axos Invest's 13F filing for Q3 2025, filed 16 Oct 2025.