Avior Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,210 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 1.39 and the average weighting 0.9%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,163,554
-3.9%
26,786
+1.4%
0.35%
-0.3%
Q2 2023$5,375,803
+13.2%
26,408
+7.7%
0.35%
+7.4%
Q1 2023$4,750,904
+7.3%
24,515
+3.4%
0.33%
-2.4%
Q4 2022$4,426,230
+15.4%
23,707
+5.9%
0.33%
+5.4%
Q3 2022$3,834,000
+18.6%
22,389
+21.7%
0.32%
-2.8%
Q2 2022$3,232,000
-15.0%
18,401
+2.9%
0.33%
-0.6%
Q1 2022$3,801,000
+2.3%
17,874
+8.5%
0.33%
+6.8%
Q4 2021$3,715,000
+22.7%
16,475
+12.2%
0.31%
+22.8%
Q3 2021$3,027,000
+8.0%
14,678
+7.1%
0.25%
-11.3%
Q2 2021$2,802,000
+31.9%
13,700
+19.2%
0.28%
+24.2%
Q1 2021$2,124,000
+24.1%
11,491
+12.9%
0.23%
+7.6%
Q4 2020$1,712,000
+53.8%
10,174
+24.0%
0.21%
+32.7%
Q3 2020$1,113,000
-4.4%
8,208
-8.7%
0.16%
-12.6%
Q2 2020$1,164,000
+39.6%
8,994
+9.3%
0.18%
+11.0%
Q1 2020$834,000
-25.7%
8,226
+0.4%
0.16%
-8.9%
Q4 2019$1,123,000
-9.0%
8,197
-11.4%
0.18%
-16.7%
Q3 2019$1,234,000
+4.2%
9,253
+3.2%
0.22%
+1.9%
Q2 2019$1,184,000
+4.3%
8,970
+27.0%
0.21%
-12.0%
Q1 2019$1,135,000
+18.8%
7,061
+1.6%
0.24%
+4.8%
Q4 2018$955,000
-13.3%
6,950
+3.5%
0.23%
-2.1%
Q3 2018$1,102,000
+2.8%
6,712
-1.3%
0.24%
-2.9%
Q2 2018$1,072,000
+1.7%
6,803
-0.4%
0.24%
-0.8%
Q1 2018$1,054,000
-17.8%
6,833
-17.6%
0.24%
-15.0%
Q4 2017$1,283,000
+3.3%
8,288
-1.9%
0.29%
-29.7%
Q3 2017$1,242,000
+7.1%
8,448
+3.8%
0.41%
-13.9%
Q2 2017$1,160,000
+2.5%
8,137
+0.1%
0.47%
+25.4%
Q1 2017$1,132,000
+0.4%
8,130
-4.7%
0.38%
-10.2%
Q4 2016$1,127,000
+1.9%
8,529
-0.1%
0.42%
-2.8%
Q3 2016$1,106,000
-47.3%
8,541
-50.4%
0.43%
-4.8%
Q2 2016$2,099,000
+104.8%
17,209
+103.5%
0.46%
+0.2%
Q1 2016$1,025,000
+0.7%
8,455
-0.3%
0.45%
-18.5%
Q4 2015$1,018,000
+4.3%
8,479
+1.4%
0.56%
-2.6%
Q3 2015$976,000
+261.5%
8,361
+294.4%
0.57%
+171.1%
Q2 2015$270,000
-5.3%
2,120
-1.3%
0.21%
-4.1%
Q1 2015$285,000
+7.5%
2,148
+0.3%
0.22%
+4.3%
Q4 2014$265,000
+61.6%
2,142
+53.3%
0.21%
+51.8%
Q3 2014$164,000
-1.2%
1,397
-0.4%
0.14%0.0%
Q2 2014$166,000
+17.7%
1,402
+13.1%
0.14%
+17.8%
Q1 2014$141,0001,2400.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders