Avior Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,486 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 2.94 and the average weighting 0.7%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,499,045
-8.0%
99,213
+1.7%
0.51%
-4.3%
Q2 2023$8,147,149
-4.0%
97,599
-4.6%
0.53%
-8.9%
Q1 2023$8,486,371
-3.2%
102,294
-3.8%
0.58%
-12.0%
Q4 2022$8,765,034
+1.7%
106,367
-1.1%
0.66%
-7.3%
Q3 2022$8,615,000
+1.2%
107,569
+15.1%
0.71%
-17.0%
Q2 2022$8,509,000
-16.5%
93,493
-0.6%
0.86%
-2.2%
Q1 2022$10,191,000
-7.4%
94,044
-0.9%
0.88%
-3.5%
Q4 2021$11,010,000
+11.6%
94,913
-2.1%
0.91%
+11.8%
Q3 2021$9,868,000
-6.4%
96,956
-6.4%
0.81%
-23.1%
Q2 2021$10,540,000
-1.0%
103,552
-10.6%
1.06%
-6.9%
Q1 2021$10,642,000
+43.9%
115,859
+33.0%
1.14%
+24.8%
Q4 2020$7,396,000
+19.7%
87,088
+11.3%
0.91%
+3.5%
Q3 2020$6,180,000
+5.8%
78,273
+5.3%
0.88%
-3.6%
Q2 2020$5,839,000
+16.9%
74,361
+4.0%
0.91%
-7.2%
Q1 2020$4,995,000
-27.5%
71,517
-3.6%
0.98%
-10.8%
Q4 2019$6,887,000
-4.6%
74,225
-4.1%
1.10%
-12.7%
Q3 2019$7,216,000
+8.9%
77,390
+2.1%
1.26%
+6.4%
Q2 2019$6,625,000
-1.6%
75,806
-2.2%
1.19%
-16.8%
Q1 2019$6,734,000
+17.4%
77,490
+0.7%
1.43%
+3.2%
Q4 2018$5,737,000
-6.7%
76,947
+0.9%
1.38%
+5.4%
Q3 2018$6,151,000
+1.1%
76,245
+2.0%
1.31%
-4.3%
Q2 2018$6,086,000
+15.5%
74,726
+7.1%
1.37%
+12.6%
Q1 2018$5,268,000
-10.1%
69,798
-1.2%
1.22%
-7.1%
Q4 2017$5,862,000
+0.9%
70,643
+1.1%
1.31%
-31.4%
Q3 2017$5,808,000
-0.1%
69,905
-0.7%
1.91%
-1.5%
Q1 2017$5,811,000
+12.4%
70,365
+12.3%
1.94%
+0.5%
Q4 2016$5,171,000
-2.4%
62,658
+2.6%
1.93%
-7.0%
Q3 2016$5,299,000
-46.8%
61,092
-47.1%
2.08%
-3.7%
Q2 2016$9,958,000
+109.0%
115,422
+103.1%
2.16%
+2.3%
Q1 2016$4,764,000
+37.9%
56,844
+31.2%
2.11%
+11.6%
Q4 2015$3,455,000
+14.6%
43,334
+8.6%
1.89%
+7.0%
Q3 2015$3,014,000
+4.7%
39,906
+3.6%
1.77%
-21.4%
Q2 2015$2,878,000
-6.6%
38,531
+5.4%
2.25%
-5.7%
Q1 2015$3,083,000
+9.3%
36,567
+5.0%
2.38%
+6.1%
Q4 2014$2,820,000
+30.8%
34,811
+16.0%
2.24%
+22.4%
Q3 2014$2,156,000
+12.1%
30,006
+16.8%
1.83%
+13.6%
Q2 2014$1,923,000
+133.9%
25,700
+120.8%
1.61%
+134.9%
Q1 2014$822,000
+76.8%
11,637
+61.6%
0.69%
+55.8%
Q4 2013$465,0007,2010.44%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Vanderbilt University 2,424,046$183,403,32047.36%
LifeGuide Financial Advisors, LLC 575,890$43,571,85425.46%
Gibson Capital, LLC 1,174,879$88,891,33224.03%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3,629,854$274,63423.54%
Kepos Capital LP 1,424,300$107,76319.06%
Seven Post Investment Office LP 761,893$57,644,88415.94%
MAS Advisors LLC 142,407$10,774,48415.39%
Fairfield University 195,203$14,769,03113.10%
VISTA CAPITAL PARTNERS, INC. 1,100,969$83,299,30712.46%
Trustees of the Smith College 140,746$10,648,84212.13%
View complete list of VANGUARD INDEX FDS shareholders