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VOOVOO
Showing 8 of 19 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in VANGUARD S&P 500 ETF

AXXCESS WEALTH MANAGEMENT, LLC holds 122,217 shares of VOO (VANGUARD S&P 500 ETF), worth $83.9M as of 2026-Q2. The position was increased (+4.7% shares). VOO represents 1.3% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$83.9M

Current Shares

122,217

Total Value Change

+$77.2M

Total Shares Change

+109,356

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
122,217
+4.7%
$83.9M1.3%$686.81
49
2026-Q1
Increased
116,749
+1.7%
$69.8M2.2%$595.81
52
2025-Q4
Increased
114,824
+162.1%
$72M1.2%$623.34
75
2025-Q3
Increased
43,814
+45.5%
$26.8M0.6%$606.96
55
2025-Q2
Increased
30,117
+34.9%
$17.1M0.4%$561.40
44
2025-Q1
Increased
22,321
+60.9%
$11.5M0.3%$506.35
48
2024-Q4
Increased
13,870
+7.8%
$7.5M0.2%$529.05
35
2024-Q3
Increased
12,861
+16.0%
$6.8M0.2%$516.46
38

Other major holders of VOO: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, Vanguard Global Advisers, LLC, VANGUARD GROUP INC

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