Vanguard Personalized Indexing Management’s Axos Financial AX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$529K Buy
5,428
+510
+10% +$46K ﹤0.01% 1358
2026
Q1
$418K Buy
4,918
+779
+19% +$71K ﹤0.01% 1414
2025
Q4
$357K Buy
4,139
+250
+6% +$20.6K ﹤0.01% 1427
2025
Q3
$329K Buy
3,889
+131
+3% +$11.4K ﹤0.01% 1462
2025
Q2
$286K Sell
3,758
-213
-5% -$14.4K ﹤0.01% 1473
2025
Q1
$256K Buy
+3,971
New +$269K ﹤0.01% 1412

Other funds holding AX

Vanguard Personalized Indexing Management's AX Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Axos Financial (AX) stake by 10% in Q2 2026, buying an estimated $46K and bringing the position to 5,428 shares worth $529K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

Vanguard Personalized Indexing Management first reported a position in AX in Q1 2025 and has held it in 6 quarters since. 384 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • Vanguard Personalized Indexing Management held 5,428 shares of Axos Financial worth $529K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 510 Axos Financial shares in Q2 2026, an estimated $46K.
  • Axos Financial made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1358 holding.
  • Vanguard Personalized Indexing Management first reported a position in Axos Financial in Q1 2025 and has held it in 6 quarters since.
  • 384 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.