Vanguard Portfolio Management
AX icon

Vanguard Portfolio Management’s Axos Financial AX Stock Holding History

Vanguard Portfolio 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 		$270M Sell
3,120,508
-16,293
-0.5% -$1.57M 0.01% 996
2026
Q2 		$305M Buy
3,136,801
+46,026
+1% +$4.15M 0.01% 971
2026
Q1 		$263M Buy
+3,090,775
New +$282M 0.01% 980

Other funds holding AX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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 Portfolio Management's AX Position: Q3 2026 in Review

Vanguard Portfolio Management reduced its Axos Financial (AX) stake by 0.52% in Q3 2026, selling an estimated $1.57M and leaving 3,120,508 shares worth $270M. The position accounts for 0.01% of the portfolio, ranked #996.

Vanguard Portfolio Management first reported a position in AX in Q1 2026 and has held it in 3 quarters since. The position peaked at $305M in Q2 2026. 312 funds tracked by Wall St. Rank hold AX as of Q3 2026.

  • Vanguard Portfolio Management held 3,120,508 shares of Axos Financial worth $270M as of Q3 2026.
  • Vanguard Portfolio Management sold 16,293 Axos Financial shares in Q3 2026, an estimated $1.57M.
  • Axos Financial made up 0.01% of Vanguard Portfolio Management's portfolio in Q3 2026, its #996 holding.
  • Vanguard Portfolio Management first reported a position in Axos Financial in Q1 2026 and has held it in 3 quarters since.
  • Vanguard Portfolio Management's Axos Financial position peaked at $305M in Q2 2026.
  • 312 funds tracked by Wall St. Rank held Axos Financial as of Q3 2026.

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