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VUGVUG
Showing 8 of 19 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in Vanguard Index Funds MORNINGSTAR GROWTH ETF

AXXCESS WEALTH MANAGEMENT, LLC holds 74,625 shares of VUG (Vanguard Index Funds MORNINGSTAR GROWTH ETF), worth $6.4M as of 2026-Q2. This is a new position. VUG represents 0.1% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$6.4M

Current Shares

74,625

Total Value Change

+$4M

Total Shares Change

+68,207

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
74,625
-
$6.4M0.1%$86.14
45
2026-Q1
Exited
0
-100.0%
$00.0%$72.72
0
2025-Q4
Increased
16,052
+20.2%
$7.8M0.1%$81.13
39
2025-Q3
Decreased
13,358
-35.8%
$6.4M0.1%$79.68
0
2025-Q2
Increased
20,795
+204.0%
$9.1M0.2%$72.75
53
2025-Q1
Increased
6,840
+4.7%
$2.5M0.1%$61.47
27
2024-Q4
Increased
6,535
+1.8%
$2.7M0.1%$67.95
27
2024-Q3
Increased
6,418
+3.4%
$2.5M0.1%$63.48
27

Other major holders of VUG: BANK OF AMERICA CORP /DE/

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