Avior Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 691 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.49 and the average weighting 0.9%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,275,667
-9.1%
26,959
-5.8%
0.36%
-5.6%
Q2 2023$5,803,993
+3.5%
28,630
-4.6%
0.38%
-1.8%
Q1 2023$5,608,963
+2.4%
30,024
-4.5%
0.38%
-6.8%
Q4 2022$5,477,243
+46.7%
31,442
+37.7%
0.41%
+33.7%
Q3 2022$3,733,000
-4.0%
22,828
+1.1%
0.31%
-21.4%
Q2 2022$3,890,000
-24.7%
22,570
-8.9%
0.39%
-11.7%
Q1 2022$5,166,000
+2.0%
24,778
+8.1%
0.44%
+6.2%
Q4 2021$5,067,000
+1.5%
22,927
-7.8%
0.42%
+1.7%
Q3 2021$4,993,000
-2.9%
24,854
-3.0%
0.41%
-20.3%
Q2 2021$5,144,000
+4.7%
25,625
-3.4%
0.52%
-1.5%
Q1 2021$4,915,000
+4.9%
26,528
-0.5%
0.52%
-9.2%
Q4 2020$4,684,000
+6.0%
26,653
-5.7%
0.58%
-8.3%
Q3 2020$4,420,000
+12.2%
28,258
+2.6%
0.63%
+2.3%
Q2 2020$3,939,000
+29.3%
27,546
+7.0%
0.62%
+2.5%
Q1 2020$3,047,000
-12.2%
25,732
+9.6%
0.60%
+8.1%
Q4 2019$3,469,000
+10.0%
23,468
+1.4%
0.56%
+0.5%
Q3 2019$3,154,000
+1.8%
23,135
+0.6%
0.55%
-0.5%
Q2 2019$3,098,000
+3.6%
22,993
-0.2%
0.56%
-12.3%
Q1 2019$2,990,000
+13.9%
23,036
+0.8%
0.63%
+0.2%
Q4 2018$2,625,000
-13.5%
22,854
+0.5%
0.63%
-2.3%
Q3 2018$3,035,000
+6.4%
22,729
-0.6%
0.65%
+0.8%
Q2 2018$2,852,000
+2.9%
22,858
-0.0%
0.64%
+0.3%
Q1 2018$2,772,000
-3.1%
22,868
-2.0%
0.64%
+0.2%
Q4 2017$2,861,000
+6.1%
23,339
-0.1%
0.64%
-27.8%
Q3 2017$2,696,000
+1.9%
23,359
-2.0%
0.89%
-17.9%
Q2 2017$2,645,000
+0.8%
23,825
-1.9%
1.08%
+23.3%
Q1 2017$2,624,000
+5.0%
24,279
-0.6%
0.88%
-6.1%
Q4 2016$2,499,000
+0.1%
24,415
-3.0%
0.93%
-4.7%
Q3 2016$2,497,000
-48.0%
25,180
-50.2%
0.98%
-5.9%
Q2 2016$4,801,000
+105.3%
50,566
+103.3%
1.04%
+0.6%
Q1 2016$2,338,000
+7.6%
24,873
+7.1%
1.03%
-13.0%
Q4 2015$2,172,000
+6.4%
23,228
+0.2%
1.19%
-0.7%
Q3 2015$2,041,000
-4.8%
23,183
+2.6%
1.20%
-28.5%
Q2 2015$2,143,000
+0.5%
22,597
+0.9%
1.67%
+1.6%
Q1 2015$2,133,000
+1.0%
22,405
+0.2%
1.65%
-2.0%
Q4 2014$2,112,000
+4.1%
22,370
-0.2%
1.68%
-2.6%
Q3 2014$2,029,000
+5.4%
22,425
+4.9%
1.72%
+6.8%
Q2 2014$1,925,000
+88.0%
21,383
+79.7%
1.62%
+88.9%
Q1 2014$1,024,000
+67.0%
11,900
+64.7%
0.86%
+47.2%
Q4 2013$613,0007,2240.58%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 679,579$119,429,00032.38%
Wealthquest Corp 661,662$116,280,00024.88%
McCarthy Grittinger Financial Group, LLC 284,266$49,956,85124.76%
JFG Wealth Management, LLC 212,857$37,407,00020.31%
Kistler-Tiffany Companies, LLC 398,161$69,973,00019.94%
National Mutual Insurance Federation of Agricultural Cooperatives 10,753,317$1,889,788,00018.51%
Berman Capital Advisors, LLC 386,221$67,874,00016.25%
Transamerica Financial Advisors, Inc. 4,460$784,00016.19%
Carlson Capital Management 474,976$85,144,00015.68%
FIDUCIENT ADVISORS LLC 225,083$39,556,00014.70%
View complete list of VANGUARD INDEX FDS shareholders