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Disclosery

Axos Invest Inc.: VCSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Axos Invest Inc. on VCSH, newest first. How the timeline and the estimate are built.

Axos Invest Inc. held 34,006 VCSH shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,006 shares
    Change vs previous 13F -2,332 shares

    1.97% of the 13F portfolio, value $2,687,527.

    13F-HR 0002042928-26-000003 filed by Axos Invest Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 36,338 shares
    Change vs previous 13F -1,258 shares

    2.18% of the 13F portfolio, value $2,880,437.

    13F-HR 0002042928-26-000002 filed by Axos Invest Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 37,596 shares
    Change vs previous 13F -282 shares

    2.2% of the 13F portfolio, value $2,997,491.

    13F-HR 0002042928-26-000001 filed by Axos Invest Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 37,878 shares
    Change vs previous 13F -3,143 shares

    2.27% of the 13F portfolio, value $3,027,611.

    13F-HR 0002042928-25-000008 filed by Axos Invest Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 41,021 shares
    Change vs previous 13F -1,175 shares

    2.46% of the 13F portfolio, value $3,261,174.

    13F-HR 0002042928-25-000004 filed by Axos Invest Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 42,196 shares
    Change vs previous 13F -2,789 shares

    2.58% of the 13F portfolio, value $3,330,977.

    13F-HR 0002042928-25-000003 filed by Axos Invest Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 44,985 shares
    Change vs previous 13F -974 shares

    2.56% of the 13F portfolio, value $3,509,280.

    13F-HR 0002042928-25-000001 filed by Axos Invest Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 45,959 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $3,650,093.

    13F-HR 0002042928-24-000001 filed by Axos Invest Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).