Vanguard Global Advisers
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Vanguard Global Advisers’s Axos Financial AX Stock Holding History

Vanguard Global Advisers’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 		$2.44M Sell
25,011
-448
-2% -$40.4K ﹤0.01% 1134
2026
Q1 		$2.17M Buy
+25,459
New +$2.32M ﹤0.01% 1140

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 Global Advisers's AX Position: Q2 2026 in Review

Vanguard Global Advisers reduced its Axos Financial (AX) stake by 1.8% in Q2 2026, selling an estimated $40.4K and leaving 25,011 shares worth $2.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

Vanguard Global Advisers first reported a position in AX in Q1 2026 and has held it in 2 quarters since. 376 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Vanguard Global Advisers held 25,011 shares of Axos Financial worth $2.44M as of Q2 2026.
  • Vanguard Global Advisers sold 448 Axos Financial shares in Q2 2026, an estimated $40.4K.
  • Axos Financial made up ﹤0.01% of Vanguard Global Advisers's portfolio in Q2 2026, its #1134 holding.
  • Vanguard Global Advisers first reported a position in Axos Financial in Q1 2026 and has held it in 2 quarters since.
  • 376 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Vanguard Global Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.