Vanguard Fiduciary Trust
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Vanguard Fiduciary Trust’s Axos Financial AX Stock Holding History

Vanguard Fiduciary Trust’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 		$36.9M Buy
379,189
+10,948
+3% +$987K 0.01% 1031
2026
Q1 		$31.3M Buy
+368,241
New +$33.6M 0.01% 1049

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Vanguard Fiduciary Trust's AX Position: Q2 2026 in Review

Vanguard Fiduciary Trust increased its Axos Financial (AX) stake by 3% in Q2 2026, buying an estimated $987K and bringing the position to 379,189 shares worth $36.9M. The position accounts for 0.01% of the portfolio, ranked #1031.

Vanguard Fiduciary Trust first reported a position in AX in Q1 2026 and has held it in 2 quarters since. 382 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Vanguard Fiduciary Trust held 379,189 shares of Axos Financial worth $36.9M as of Q2 2026.
  • Vanguard Fiduciary Trust bought 10,948 Axos Financial shares in Q2 2026, an estimated $987K.
  • Axos Financial made up 0.01% of Vanguard Fiduciary Trust's portfolio in Q2 2026, its #1031 holding.
  • Vanguard Fiduciary Trust first reported a position in Axos Financial in Q1 2026 and has held it in 2 quarters since.
  • 382 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Vanguard Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.