Ownership history in Avion Wealth · 23 quarters on record
This page tracks every 13F SEC filing in which Avion Wealth reported a position in VANGUARD INDEX FDS (VBR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 95,662 | +1,624 | +1.7% | 4.25% | $20.3M | $211.79 |
| 2025 Q3 | ADDED | 94,038 | +4,505 | +5.0% | 4.21% | $19.6M | $207.69 |
| 2025 Q2 | ADDED | 89,533 | +2,604 | +3.0% | 4.28% | $16.7M | $193.19 |
| 2025 Q1 | ADDED | 86,929 | +100 | +0.1% | 4.42% | $17.2M | $183.70 |
| 2024 Q4 | REDUCED | 86,829 | -2,938 | -3.3% | 4.42% | $17.2M | $194.15 |
| 2024 Q3 | REDUCED | 89,767 | -1,161 | -1.3% | 4.72% | $18.0M | $195.62 |
| 2024 Q2 | REDUCED | 90,928 | -1,974 | -2.1% | 4.58% | $16.6M | $177.05 |
| 2024 Q1 | REDUCED | 92,902 | -951 | -1.0% | 4.78% | $17.8M | $185.09 |
| 2023 Q4 | REDUCED | 93,853 | -1,350 | -1.4% | 4.74% | $16.9M | $172.73 |
| 2023 Q3 | ADDED | 95,203 | +1,458 | +1.6% | 4.34% | $15.2M | $152.08 |
As of 2025 Q4 — sorted by position size