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VUGVUG
Showing 8 of 19 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in VANGUARD GROWTH ETF

AXXCESS WEALTH MANAGEMENT, LLC holds 74,625 shares of VUG (VANGUARD 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: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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