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VGSH
Showing 8 of 18 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLC's holdings in VANGUARD SCOTTSDALE FDS

AXXCESS WEALTH MANAGEMENT, LLC holds 283,584 shares of VGSH (VANGUARD SCOTTSDALE FDS), worth $16.6M as of 2026-Q1. The position was increased (+0.5% shares). VGSH represents 0.5% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$16.6M

Current Shares

283,584

Total Value Change

+$8.9M

Total Shares Change

+151,143

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
283,584
+0.5%
$16.6M0.5%$58.71
40
2025-Q4
Decreased
282,251
-3.6%
$16.6M0.3%$58.58
0
2025-Q3
Increased
292,883
+10.9%
$17.2M0.4%$57.89
37
2025-Q2
Increased
264,089
+52.0%
$15.5M0.4%$57.24
47
2025-Q1
Increased
173,709
+2.1%
$10.2M0.3%$56.58
34
2024-Q4
Increased
170,180
+13.6%
$9.9M0.2%$55.69
38
2024-Q3
Increased
149,826
+13.1%
$8.8M0.2%$55.82
37
2024-Q2
Increased
132,441
+50.3%
$7.7M0.2%$54.18
45

Other major holders of VGSH: JPMORGAN CHASE & CO, MORGAN STANLEY

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