Position history for AXXCESS WEALTH MANAGEMENT, LLC's holdings in VANGUARD TAX-MANAGED FDS
AXXCESS WEALTH MANAGEMENT, LLC holds 482,740 shares of VEA (VANGUARD TAX-MANAGED FDS), worth $30.9M as of 2026-Q1. The position was increased (+1.0% shares). VEA represents 1.0% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.
Current Value
$30.9M
Current Shares
482,740
Total Value Change
+$23.3M
Total Shares Change
+327,516
Other major holders of VEA: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/
Increased |
| 482,740 |
+1.0% |
| $30.9M |
| 1.0% |
| $66.61 |
41 |
| 2025-Q4 | Increased | 478,101 | +60.9% | $29.9M | 0.5% | $62.79 | 59 |
| 2025-Q3 | Increased | 297,212 | +14.7% | $17.8M | 0.4% | $58.72 | 39 |
| 2025-Q2 | Increased | 259,063 | +26.7% | $14.8M | 0.3% | $55.62 | 42 |
| 2025-Q1 | Increased | 204,485 | +6.4% | $10.4M | 0.3% | $49.75 | 35 |
| 2024-Q4 | Increased | 192,149 | +14.1% | $9.2M | 0.2% | $46.21 | 38 |
| 2024-Q3 | Increased | 168,485 | +8.5% | $8.9M | 0.2% | $50.45 | 36 |
| 2024-Q2 | Increased | 155,224 | +16.1% | $7.7M | 0.2% | $46.93 | 38 |