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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management's AX Position: Q2 2026 in Review

Vanguard Capital Management increased its Axos Financial (AX) stake by 0.52% in Q2 2026, buying an estimated $1.14M and bringing the position to 2,466,744 shares worth $240M. The position accounts for 0.01% of the portfolio, ranked #1023.

Vanguard Capital Management first reported a position in AX in Q1 2026 and has held it in 2 quarters since. 358 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Vanguard Capital Management held 2,466,744 shares of Axos Financial worth $240M as of Q2 2026.
  • Vanguard Capital Management bought 12,670 Axos Financial shares in Q2 2026, an estimated $1.14M.
  • Axos Financial made up 0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #1023 holding.
  • Vanguard Capital Management first reported a position in Axos Financial in Q1 2026 and has held it in 2 quarters since.
  • 358 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.