Avior Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 606 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.5%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$46,328,041
-3.0%
237,959
+2.4%
3.13%
+0.8%
Q2 2023$47,784,828
+10.4%
232,323
+4.5%
3.11%
+4.7%
Q1 2023$43,295,305
+10.9%
222,252
+2.3%
2.97%
+0.8%
Q4 2022$39,043,699
+6.4%
217,298
+0.9%
2.95%
-3.0%
Q3 2022$36,693,000
-3.4%
215,257
-0.7%
3.04%
-20.8%
Q2 2022$37,981,000
-19.1%
216,667
+2.8%
3.84%
-5.2%
Q1 2022$46,966,000
-3.4%
210,791
+10.4%
4.05%
+0.7%
Q4 2021$48,630,000
+12.2%
190,994
+4.1%
4.02%
+12.3%
Q3 2021$43,350,000
+6.2%
183,456
+6.2%
3.58%
-12.8%
Q2 2021$40,815,000
+15.6%
172,690
+5.0%
4.10%
+8.7%
Q1 2021$35,297,000
+11.7%
164,490
+10.4%
3.77%
-3.2%
Q4 2020$31,593,000
+37.1%
148,976
+16.4%
3.90%
+18.5%
Q3 2020$23,051,000
+38.3%
127,966
+26.8%
3.29%
+26.0%
Q2 2020$16,666,000
+46.6%
100,959
+12.5%
2.61%
+16.4%
Q1 2020$11,367,000
-9.3%
89,729
+13.6%
2.24%
+11.5%
Q4 2019$12,538,000
+25.3%
78,965
+16.9%
2.01%
+14.7%
Q3 2019$10,007,000
+5.4%
67,565
+6.2%
1.75%
+2.9%
Q2 2019$9,496,000
+2.5%
63,601
-2.0%
1.70%
-13.3%
Q1 2019$9,266,000
+18.1%
64,902
-1.0%
1.96%
+3.8%
Q4 2018$7,843,000
-22.0%
65,531
-7.1%
1.89%
-11.8%
Q3 2018$10,056,000
+3.9%
70,569
-2.0%
2.15%
-1.5%
Q2 2018$9,675,000
+3.8%
71,984
+0.1%
2.18%
+1.1%
Q1 2018$9,322,000
-0.3%
71,926
-1.8%
2.16%
+3.1%
Q4 2017$9,353,000
+8.4%
73,227
+3.3%
2.09%
-26.3%
Q3 2017$8,627,000
+8.0%
70,861
+4.4%
2.84%
-13.0%
Q2 2017$7,990,000
+0.6%
67,895
-3.5%
3.26%
+23.0%
Q1 2017$7,946,000
+11.4%
70,349
+4.2%
2.65%
-0.4%
Q4 2016$7,132,000
+0.9%
67,492
+1.6%
2.66%
-3.8%
Q3 2016$7,066,000
-47.1%
66,413
-49.8%
2.77%
-4.3%
Q2 2016$13,359,000
+102.5%
132,168
+100.8%
2.89%
-0.9%
Q1 2016$6,598,000
+6.7%
65,813
+6.1%
2.92%
-13.7%
Q4 2015$6,182,000
+6.9%
62,001
+4.2%
3.38%
-0.3%
Q3 2015$5,785,000
-2.8%
59,475
+6.5%
3.39%
-27.0%
Q2 2015$5,950,000
+4.6%
55,828
+6.1%
4.64%
+5.8%
Q1 2015$5,687,000
+14.1%
52,643
+7.3%
4.39%
+10.7%
Q4 2014$4,984,000
+15.8%
49,049
+9.7%
3.97%
+8.4%
Q3 2014$4,305,000
+9.1%
44,714
+9.2%
3.66%
+10.6%
Q2 2014$3,946,000
+51.6%
40,946
+45.7%
3.31%
+52.2%
Q1 2014$2,603,000
+15.9%
28,110
+13.0%
2.18%
+2.2%
Q4 2013$2,245,00024,8732.13%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 441,410$79,361,0009.19%
Truepoint, Inc. 948,589$166,363,0008.66%
BHK Investment Advisors, LLC 104,856$18,390,0008.27%
Trust Co 208,678$36,597,0007.89%
Praetorian Wealth Management, Inc. 98,140$17,211,0006.32%
Waverly Advisors, LLC 392,336$68,808,0006.30%
Operose Advisors LLC 50,993$8,943,0006.29%
Axiom Advisory, LLC 29,821$5,232,0005.80%
ERTS Wealth Advisors, LLC 97,176$17,043,0004.84%
Goepper Burkhardt LLC 36,744$6,444,0004.54%
View complete list of VANGUARD INDEX FDS shareholders