Avior Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 643 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.79 and the average weighting 0.5%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$54,444,098
-1.4%
415,829
+4.2%
3.68%
+2.5%
Q2 2023$55,215,876
+9.8%
399,115
+6.4%
3.59%
+4.1%
Q1 2023$50,282,229
+1.6%
375,143
+2.5%
3.45%
-7.6%
Q4 2022$49,484,212
+12.3%
365,998
+1.1%
3.73%
+2.4%
Q3 2022$44,069,000
+0.7%
362,005
+7.1%
3.65%
-17.5%
Q2 2022$43,754,000
-9.5%
337,918
+4.6%
4.42%
+6.0%
Q1 2022$48,364,000
+4.9%
323,143
+5.4%
4.17%
+9.4%
Q4 2021$46,109,000
+13.0%
306,724
+5.0%
3.81%
+13.2%
Q3 2021$40,789,000
+1.7%
292,167
+2.6%
3.37%
-16.5%
Q2 2021$40,094,000
+4.3%
284,790
-0.1%
4.03%
-1.9%
Q1 2021$38,444,000
+15.6%
285,047
+2.0%
4.11%
+0.2%
Q4 2020$33,258,000
+18.3%
279,579
+0.8%
4.10%
+2.3%
Q3 2020$28,123,000
+15.0%
277,438
+8.6%
4.01%
+4.8%
Q2 2020$24,454,000
+45.5%
255,532
+23.6%
3.83%
+15.5%
Q1 2020$16,811,000
-9.3%
206,812
+33.0%
3.31%
+11.5%
Q4 2019$18,530,000
+47.6%
155,472
+40.0%
2.97%
+35.1%
Q3 2019$12,552,000
+4.1%
111,082
+2.6%
2.20%
+1.7%
Q2 2019$12,056,000
+4.9%
108,278
+1.6%
2.16%
-11.3%
Q1 2019$11,496,000
+16.8%
106,566
+3.1%
2.44%
+2.7%
Q4 2018$9,842,000
-20.4%
103,322
-5.5%
2.38%
-10.0%
Q3 2018$12,359,000
+1.2%
109,305
-1.1%
2.64%
-4.1%
Q2 2018$12,213,000
+1.6%
110,567
+0.6%
2.75%
-1.0%
Q1 2018$12,025,000
-2.2%
109,931
-0.2%
2.78%
+1.1%
Q4 2017$12,293,000
+6.4%
110,180
+0.8%
2.75%
-27.6%
Q3 2017$11,550,000
+6.5%
109,336
+3.7%
3.80%
-14.2%
Q2 2017$10,845,000
-6.4%
105,426
-7.3%
4.43%
+14.4%
Q1 2017$11,592,000
+9.2%
113,737
+4.1%
3.87%
-2.4%
Q4 2016$10,617,000
+4.2%
109,242
+0.3%
3.96%
-0.7%
Q3 2016$10,190,000
-45.4%
108,907
-48.6%
3.99%
-1.3%
Q2 2016$18,678,000
+107.4%
211,961
+105.0%
4.05%
+1.6%
Q1 2016$9,007,000
+10.9%
103,391
+9.4%
3.98%
-10.2%
Q4 2015$8,119,000
+9.5%
94,467
+6.0%
4.44%
+2.2%
Q3 2015$7,415,000
+0.7%
89,078
+9.6%
4.34%
-24.4%
Q2 2015$7,363,000
+3.1%
81,293
+4.6%
5.75%
+4.2%
Q1 2015$7,142,000
+7.0%
77,704
+4.2%
5.52%
+3.9%
Q4 2014$6,672,000
+11.7%
74,601
+6.0%
5.31%
+4.5%
Q3 2014$5,972,000
+2.9%
70,346
+5.4%
5.08%
+4.3%
Q2 2014$5,802,000
+17.2%
66,733
+11.7%
4.87%
+17.7%
Q1 2014$4,949,000
+16.7%
59,745
+892.4%
4.14%
+2.8%
Q4 2013$4,241,0006,0204.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 102,048$15,341,00015.30%
STEPHENS GROUP ASSET MANAGEMENT, LLC 886,732$133,302,00012.78%
Dougherty Wealth Advisers LLC 56,266$8,458,00011.82%
Waverly Advisors, LLC 800,128$117,699,00010.17%
Trust Co 280,555$42,175,0009.84%
Eagle Strategies LLC 165,095$24,819,0009.68%
Titan Capital Management, LLC /TX 70,874$10,654,0009.53%
BHK Investment Advisors, LLC 158,599$23,842,0009.41%
INSPIRION WEALTH ADVISORS, LLC 241,983$36,377,0007.67%
Marotta Asset Management 206,722$31,076,518,0007.04%
View complete list of VANGUARD INDEX FDS shareholders