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VOVO
19 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in VANGUARD MID-CAP ETF

AXXCESS WEALTH MANAGEMENT, LLC holds 1.1M shares of VO (VANGUARD MID-CAP ETF), worth $87.1M as of 2026-Q2. This is a new position. VO represents 1.4% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$87.1M

Current Shares

1.1M

Total Value Change

+$84.9M

Total Shares Change

+1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
1.1M
-
$87.1M1.4%$80.57
68
2026-Q1
Exited
0
-100.0%
$00.0%$71.57
0
2025-Q4
Increased
263,042
+3.6%
$76.3M1.3%$72.05
49
2025-Q3
Increased
253,769
+1.4%
$74.5M1.6%$72.64
47
2025-Q2
Increased
250,168
+0.1%
$70M1.6%$68.96
46
2025-Q1
Decreased
250,004
-1.4%
$64.7M1.7%$63.49
0
2024-Q4
Increased
253,457
+0.1%
$66.9M1.6%$64.55
46
2024-Q3
Increased
253,180
+1.4%
$66.8M1.6%$64.22
47
2024-Q2
Increased
249,729
+2.7%
$60.5M1.6%$58.71
48
2024-Q1
Increased
243,270
+1.5%
$60.8M1.7%$60.36
47
2023-Q4
Increased
239,758
+2.7%
$55.8M1.6%$55.98
48
2023-Q3
Increased
233,379
+1668.0%
$48.6M1.7%$49.85
74
2023-Q2
Decreased
13,200
-11.2%
$2.9M0.2%$52.51
0
2023-Q1
Decreased
14,861
-4.7%
$3.1M0.2%$50.12
0
2022-Q4
Increased
15,588
+40.0%
$3.2M0.3%$48.25
42
2022-Q3
Decreased
11,132
-7.7%
$2.1M0.2%$44.26
0
2022-Q2
Increased
12,056
+24.8%
$2.4M0.2%$46.18
38
2022-Q1
Increased
9,659
+14.2%
$2.3M0.2%$55.60
35
2021-Q4
New
8,457
-
$2.2M0.2%$59.37
43

Other major holders of VO: JONES FINANCIAL COMPANIES LLLP, WELLS FARGO & COMPANY/MN, Steward Partners Investment Advisory, LLC

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