Vanguard Capital Management
AX icon

Vanguard Capital Management’s Axos Financial AX Stock Holding History

Vanguard Capital Management’s Portfolio AX Stock Details AX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$214M Buy
2,467,646
+902
+0% +$87K ﹤0.01% 1061
2026
Q2 		$240M Buy
2,466,744
+12,670
+0.5% +$1.14M 0.01% 1023
2026
Q1 		$209M Buy
+2,454,074
New +$224M 0.01% 1040

Other funds holding AX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $4B AUM 6.05% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Vanguard Capital Management's AX Position: Q3 2026 in Review

Vanguard Capital Management increased its Axos Financial (AX) stake by 0.04% in Q3 2026, buying an estimated $87K and bringing the position to 2,467,646 shares worth $214M. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Vanguard Capital Management first reported a position in AX in Q1 2026 and has held it in 3 quarters since. The position peaked at $240M in Q2 2026. 312 funds tracked by Wall St. Rank hold AX as of Q3 2026.

  • Vanguard Capital Management held 2,467,646 shares of Axos Financial worth $214M as of Q3 2026.
  • Vanguard Capital Management bought 902 Axos Financial shares in Q3 2026, an estimated $87K.
  • Axos Financial made up ﹤0.01% of Vanguard Capital Management's portfolio in Q3 2026, its #1061 holding.
  • Vanguard Capital Management first reported a position in Axos Financial in Q1 2026 and has held it in 3 quarters since.
  • Vanguard Capital Management's Axos Financial position peaked at $240M in Q2 2026.
  • 312 funds tracked by Wall St. Rank held Axos Financial as of Q3 2026.

Based on Vanguard Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.