Avior Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 661 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 1.95 and the average weighting 0.6%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$18,511,279
-10.4%
101,520
-5.7%
0.80%
-17.1%
Q1 2024$20,660,102
+56.7%
107,671
+47.0%
0.96%
+20.2%
Q4 2023$13,184,396
-15.1%
73,258
-24.7%
0.80%
-23.9%
Q3 2023$15,522,606
-1.1%
97,326
+2.6%
1.05%
+2.8%
Q2 2023$15,690,773
+4.3%
94,865
+0.1%
1.02%
-1.1%
Q1 2023$15,042,698
-1.8%
94,751
-1.8%
1.03%
-10.7%
Q4 2022$15,315,704
+9.6%
96,446
-1.0%
1.16%0.0%
Q3 2022$13,976,000
-4.1%
97,463
+0.2%
1.16%
-21.4%
Q2 2022$14,566,000
-15.2%
97,226
-0.4%
1.47%
-0.6%
Q1 2022$17,170,000
+4.2%
97,590
+5.9%
1.48%
+8.7%
Q4 2021$16,481,000
+3.7%
92,150
-1.8%
1.36%
+3.9%
Q3 2021$15,889,000
-6.8%
93,876
-4.4%
1.31%
-23.5%
Q2 2021$17,056,000
+3.5%
98,219
-1.3%
1.71%
-2.7%
Q1 2021$16,473,000
+14.1%
99,474
-2.0%
1.76%
-1.1%
Q4 2020$14,438,000
+25.9%
101,526
-2.0%
1.78%
+8.9%
Q3 2020$11,466,000
+1.3%
103,649
-2.1%
1.64%
-7.7%
Q2 2020$11,314,000
+40.3%
105,822
+16.5%
1.77%
+11.5%
Q1 2020$8,064,000
-21.5%
90,811
+21.1%
1.59%
-3.6%
Q4 2019$10,277,000
+71.1%
74,982
+60.8%
1.65%
+56.7%
Q3 2019$6,006,000
-0.7%
46,618
+0.6%
1.05%
-3.0%
Q2 2019$6,047,000
+2.0%
46,321
+0.6%
1.08%
-13.7%
Q1 2019$5,929,000
+12.8%
46,064
-0.0%
1.26%
-0.9%
Q4 2018$5,254,000
-20.8%
46,071
-3.2%
1.27%
-10.5%
Q3 2018$6,634,000
+1.9%
47,604
-0.7%
1.42%
-3.5%
Q2 2018$6,511,000
+4.8%
47,952
-0.1%
1.47%
+2.1%
Q1 2018$6,212,000
-4.2%
47,996
-1.7%
1.44%
-0.9%
Q4 2017$6,483,000
+3.9%
48,828
+0.0%
1.45%
-29.3%
Q3 2017$6,238,000
+6.6%
48,818
+2.5%
2.05%
-14.1%
Q2 2017$5,854,000
-7.7%
47,632
-7.7%
2.39%
+12.9%
Q1 2017$6,339,000
+6.5%
51,593
+4.9%
2.12%
-4.8%
Q4 2016$5,952,000
+11.5%
49,194
+2.0%
2.22%
+6.3%
Q3 2016$5,336,000
-45.5%
48,218
-49.0%
2.09%
-1.5%
Q2 2016$9,793,000
+106.7%
94,507
+103.3%
2.12%
+1.2%
Q1 2016$4,737,000
+8.9%
46,493
+5.6%
2.10%
-11.9%
Q4 2015$4,351,000
+3.9%
44,048
+1.9%
2.38%
-3.0%
Q3 2015$4,187,000
-4.2%
43,233
+6.6%
2.45%
-28.1%
Q2 2015$4,371,000
+1.8%
40,545
+3.3%
3.41%
+2.9%
Q1 2015$4,294,000
+6.4%
39,254
+2.9%
3.32%
+3.2%
Q4 2014$4,036,000
+11.3%
38,156
+5.0%
3.21%
+4.2%
Q3 2014$3,626,000
-6.8%
36,351
-1.4%
3.08%
-5.5%
Q2 2014$3,890,000
+2.4%
36,876
-2.3%
3.26%
+2.9%
Q1 2014$3,798,000
-0.3%
37,735
-3.5%
3.17%
-12.2%
Q4 2013$3,809,00039,1233.61%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2018
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,148,489$182,380,07525.64%
Mokosak Advisory Group, LLC 242,614$38,599,07617.26%
University of Maryland Foundation, Inc. 91,176$14,47916.47%
Arista Wealth Management, LLC 140,084$22,239,69914.04%
TrueWealth Financial Partners 69,953$11,108,51310.77%
BHK Investment Advisors, LLC 104,379$16,575,3549.32%
Bishop & Co Investment Management, LLC 120,701$19,1679.31%
Efficient Advisors, LLC 572,185$90,862,9139.24%
Jacobsen Capital Management 102,696$16,3088.69%
New England Capital Financial Advisors LLC 72,972$12,182,0028.64%
View complete list of VANGUARD INDEX FDS shareholders