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VBVB
Showing 8 of 19 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in Vanguard Small-Cap ETF

AXXCESS WEALTH MANAGEMENT, LLC holds 176,047 shares of VB (Vanguard Small-Cap ETF), worth $53.4M as of 2026-Q2. This is a new position. VB represents 0.8% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$53.4M

Current Shares

176,047

Total Value Change

+$32.7M

Total Shares Change

+89,033

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
176,047
-
$53.4M0.8%$302.23
57
2026-Q1
Exited
0
-100.0%
$00.0%$260.37
0
2025-Q4
Increased
159,426
+10.5%
$41.1M0.7%$255.47
45
2025-Q3
Increased
144,311
+8.7%
$36.7M0.8%$250.94
45
2025-Q2
Increased
132,760
+25.3%
$31.5M0.7%$233.13
50
2025-Q1
Increased
105,934
+14.7%
$23.5M0.6%$217.42
46
2024-Q4
Increased
92,350
+6.1%
$22.2M0.5%$234.64
43
2024-Q3
Increased
87,014
+12.1%
$20.6M0.5%$230.78
45

Other major holders of VB: BANK OF AMERICA CORP /DE/

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