Back to AXXCESS WEALTH MANAGEMENT, LLC

VTI
Showing 8 of 18 quarters

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

AXXCESS WEALTH MANAGEMENT, LLC holds 101,807 shares of VTI (VANGUARD INDEX FDS), worth $32.7M as of 2026-Q1. The position was increased (+15.7% shares). VTI represents 1.0% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$32.7M

Current Shares

101,807

Total Value Change

+$23.8M

Total Shares Change

+68,648

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
101,807
+15.7%
$32.7M1.0%$335.73
52
2025-Q4
Increased
87,962
+79.6%
$29.5M0.5%$337.85
62
2025-Q3
Decreased
48,984
-1.1%
$16.1M0.3%$326.17
0
2025-Q2
Decreased
49,539
-2.9%
$15.1M0.4%$300.71
0
2025-Q1
Increased
51,027
+11.2%
$14M0.4%$271.08
37
2024-Q4
Increased
45,888
+9.2%
$13.3M0.3%$287.31
37
2024-Q3
Increased
42,016
+26.7%
$11.9M0.3%$277.75
41
2024-Q2
Increased
33,159
+55.5%
$8.9M0.2%$262.63
47

Other major holders of VTI: Rakuten Investment Management, Inc., VANGUARD GROUP INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used