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Axos Invest Inc.: VGIT position timeline

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

Axos Invest Inc. held 105,408 VGIT 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 105,408 shares
    Change vs previous 13F -8,990 shares

    4.55% of the 13F portfolio, value $6,216,951.

    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 114,398 shares
    Change vs previous 13F -2,299 shares

    5.15% of the 13F portfolio, value $6,812,345.

    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 116,697 shares
    Change vs previous 13F -2,739 shares

    5.14% of the 13F portfolio, value $6,993,656.

    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 119,436 shares
    Change vs previous 13F -9,456 shares

    5.37% of the 13F portfolio, value $7,169,745.

    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 128,892 shares
    Change vs previous 13F -4,690 shares

    5.82% of the 13F portfolio, value $7,709,037.

    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 133,582 shares
    Change vs previous 13F -9,184 shares

    6.15% of the 13F portfolio, value $7,934,763.

    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 142,766 shares
    Change vs previous 13F -856 shares

    6.03% of the 13F portfolio, value $8,280,409.

    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 143,622 shares
    Change vs previous 13F not available

    5.94% of the 13F portfolio, value $8,677,652.

    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).