Avior Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,271 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,632,047
-10.2%
8,731
-5.4%
0.11%
-6.8%
Q2 2023$1,816,539
+14.8%
9,232
+9.3%
0.12%
+8.3%
Q1 2023$1,582,646
+11.9%
8,448
+8.2%
0.11%
+1.9%
Q4 2022$1,414,697
+13.9%
7,807
+5.9%
0.11%
+3.9%
Q3 2022$1,242,000
-14.2%
7,370
-11.5%
0.10%
-29.5%
Q2 2022$1,448,000
-20.2%
8,323
-2.6%
0.15%
-6.4%
Q1 2022$1,815,000
-8.8%
8,543
-3.0%
0.16%
-5.5%
Q4 2021$1,991,000
+13.5%
8,811
+9.8%
0.16%
+13.8%
Q3 2021$1,754,000
+11.1%
8,025
+14.4%
0.14%
-8.8%
Q2 2021$1,579,000
+29.0%
7,012
+22.6%
0.16%
+21.4%
Q1 2021$1,224,000
+17.1%
5,719
+6.5%
0.13%
+1.6%
Q4 2020$1,045,000
+16.8%
5,371
-7.7%
0.13%
+0.8%
Q3 2020$895,000
-40.5%
5,820
-43.7%
0.13%
-45.8%
Q2 2020$1,505,000
+298.1%
10,334
+215.4%
0.24%
+214.7%
Q1 2020$378,000
-25.7%
3,276
+6.6%
0.08%
-8.5%
Q4 2019$509,000
-8.1%
3,074
-14.6%
0.08%
-15.5%
Q3 2019$554,000
+17.1%
3,600
+19.2%
0.10%
+14.1%
Q2 2019$473,000
+2.6%
3,0200.0%0.08%
-13.3%
Q1 2019$461,000
+14.1%
3,020
-1.8%
0.10%
+1.0%
Q4 2018$404,000
-10.2%
3,075
+11.1%
0.10%
+1.0%
Q3 2018$450,000
-0.2%
2,768
-4.4%
0.10%
-5.9%
Q2 2018$451,000
+5.1%
2,895
-0.8%
0.10%
+3.0%
Q1 2018$429,000
-6.9%
2,918
-6.5%
0.10%
-3.9%
Q4 2017$461,000
-0.6%
3,122
-4.9%
0.10%
-32.7%
Q3 2017$464,000
+26.4%
3,282
+21.2%
0.15%
+2.0%
Q2 2017$367,000
-26.0%
2,709
-27.3%
0.15%
-9.6%
Q1 2017$496,000
+1.4%
3,725
-1.6%
0.17%
-9.3%
Q4 2016$489,000
+2.9%
3,784
-2.6%
0.18%
-1.6%
Q3 2016$475,000
-47.1%
3,885
-51.0%
0.19%
-4.6%
Q2 2016$898,000
+103.2%
7,923
+100.0%
0.20%
-0.5%
Q1 2016$442,000
+3.8%
3,961
+2.9%
0.20%
-15.9%
Q4 2015$426,0000.0%3,850
-2.4%
0.23%
-6.8%
Q3 2015$426,000
+113.0%
3,943
+139.4%
0.25%
+60.3%
Q2 2015$200,000
-6.1%
1,647
-5.2%
0.16%
-4.9%
Q1 2015$213,000
-13.8%
1,738
-17.8%
0.16%
-16.8%
Q4 2014$247,000
+6.0%
2,114
+0.4%
0.20%
-0.5%
Q3 2014$233,000
-25.3%
2,105
-20.9%
0.20%
-24.4%
Q2 2014$312,000
-3.7%
2,661
-7.2%
0.26%
-3.3%
Q1 2014$324,000
-12.0%
2,869
-14.4%
0.27%
-22.3%
Q4 2013$368,0003,3500.35%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 270,794$53,858,11927.31%
Aufman Associates Inc 147,943$29,424,40424.27%
Investments & Financial Planning, LLC 107,417$21,364,11418.50%
MBE Wealth Management, LLC 148,264$29,488,32515.85%
Whelan Financial 125,604$24,981,37513.06%
Family Investment Center, Inc. 99,242$19,738,14812.63%
BLUESTEM FINANCIAL ADVISORS, LLC 103,586$20,602,25812.46%
McCarthy Grittinger Financial Group, LLC 158,607$31,545,34212.20%
BCK Partners, Inc. 96,331$19,159,17311.98%
Brown Financial Advisory 71,177$14,156,48111.55%
View complete list of VANGUARD INDEX FDS shareholders