Avior Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,622 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.91 and the average weighting 1.6%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$11,023,301
+3.0%
79,919
+6.1%
0.75%
+7.2%
Q2 2023$10,702,001
-0.0%
75,313
-2.8%
0.70%
-5.2%
Q1 2023$10,703,437
+2.9%
77,499
+4.6%
0.73%
-6.5%
Q4 2022$10,399,698
+16.7%
74,087
+2.6%
0.78%
+6.5%
Q3 2022$8,913,000
-3.2%
72,183
+3.3%
0.74%
-20.8%
Q2 2022$9,211,000
+54.8%
69,846
+73.4%
0.93%
+81.3%
Q1 2022$5,952,000
-6.8%
40,279
-7.2%
0.51%
-2.8%
Q4 2021$6,385,000
+1.3%
43,408
-6.8%
0.53%
+1.5%
Q3 2021$6,306,000
-9.6%
46,584
-8.2%
0.52%
-25.8%
Q2 2021$6,978,000
-8.2%
50,770
-12.2%
0.70%
-13.7%
Q1 2021$7,600,000
-6.6%
57,813
-15.5%
0.81%
-19.1%
Q4 2020$8,141,000
+0.6%
68,438
-11.6%
1.00%
-13.0%
Q3 2020$8,092,000
+8.0%
77,428
+2.9%
1.15%
-1.6%
Q2 2020$7,494,000
+57.7%
75,250
+41.0%
1.17%
+25.2%
Q1 2020$4,752,000
-30.8%
53,360
-6.8%
0.94%
-14.9%
Q4 2019$6,865,000
+14.9%
57,282
+7.0%
1.10%
+5.2%
Q3 2019$5,975,000
+12.0%
53,537
+11.3%
1.05%
+9.4%
Q2 2019$5,333,000
+9.4%
48,081
+6.2%
0.96%
-7.4%
Q1 2019$4,875,000
+18.4%
45,294
+7.8%
1.03%
+4.0%
Q4 2018$4,117,000
-9.3%
42,033
+2.5%
0.99%
+2.6%
Q3 2018$4,537,000
+10.2%
40,992
+3.4%
0.97%
+4.4%
Q2 2018$4,117,000
+9.5%
39,650
+8.8%
0.93%
+6.7%
Q1 2018$3,760,000
+0.1%
36,443
+3.2%
0.87%
+3.6%
Q4 2017$3,756,000
+5.5%
35,306
-1.0%
0.84%
-28.3%
Q3 2017$3,560,000
+13.9%
35,667
+10.2%
1.17%
-8.2%
Q2 2017$3,126,000
-10.3%
32,378
-11.4%
1.28%
+9.6%
Q1 2017$3,486,000
+5.1%
36,555
+2.5%
1.16%
-6.0%
Q4 2016$3,316,000
+4.9%
35,650
-1.9%
1.24%
-0.1%
Q3 2016$3,161,000
-49.5%
36,334
-51.4%
1.24%
-8.6%
Q2 2016$6,257,000
+98.3%
74,783
+95.3%
1.36%
-2.9%
Q1 2016$3,155,000
+17.6%
38,289
+16.3%
1.40%
-4.8%
Q4 2015$2,683,000
+8.8%
32,917
+2.5%
1.47%
+1.6%
Q3 2015$2,465,000
+3.3%
32,118
+12.2%
1.44%
-22.4%
Q2 2015$2,386,000
+12.1%
28,621
+12.6%
1.86%
+13.3%
Q1 2015$2,128,000
+9.0%
25,424
+10.0%
1.64%
+5.7%
Q4 2014$1,953,000
+30.8%
23,114
+25.7%
1.55%
+22.4%
Q3 2014$1,493,000
+52.5%
18,390
+52.1%
1.27%
+54.7%
Q2 2014$979,000
+124.0%
12,092
+116.0%
0.82%
+124.9%
Q1 2014$437,000
+2.1%
5,599
-0.2%
0.36%
-10.1%
Q4 2013$428,0005,6080.41%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Saudi Central Bank 756,686$111,316,000100.00%
Permanens Capital L.P. 1,059,590$126,049,00026.53%
VISTA CAPITAL PARTNERS, INC. 1,029,045$122,415,00020.29%
Peninsula Wealth, LLC 426,094$50,688,00019.02%
Cornerstone Management, Inc. 462,881$55,064,32417.41%
Foster Group, Inc. 789,564$92,916,00017.19%
JONES FINANCIAL COMPANIES LLLP 75,927,528$9,032,339,00016.54%
CBIZ Investment Advisory Services, LLC 1,502,129$178,691,00016.54%
TL Private Wealth 211,915$26,099,00016.50%
Jacobsen Capital Management 230,886$27,466,00016.28%
View complete list of VANGUARD INDEX FDS shareholders