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Disclosery

Axos Invest Inc.: VTI position timeline

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

Axos Invest Inc. held 59,943 VTI 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 59,943 shares
    Change vs previous 13F -21,003 shares

    16.24% of the 13F portfolio, value $22,181,300.

    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 80,946 shares
    Change vs previous 13F -22,409 shares

    19.63% of the 13F portfolio, value $25,968,156.

    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 103,355 shares
    Change vs previous 13F -39,930 shares

    25.47% of the 13F portfolio, value $34,651,855.

    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 143,285 shares
    Change vs previous 13F -36,695 shares

    35.22% of the 13F portfolio, value $47,021,933.

    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 179,980 shares
    Change vs previous 13F -9,342 shares

    41.3% of the 13F portfolio, value $54,701,306.

    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 189,322 shares
    Change vs previous 13F -6,371 shares

    40.32% of the 13F portfolio, value $52,033,196.

    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 195,693 shares
    Change vs previous 13F -12,700 shares

    41.29% of the 13F portfolio, value $56,713,860.

    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 208,393 shares
    Change vs previous 13F not available

    40.37% of the 13F portfolio, value $59,008,512.

    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).