Ownership history in Avion Wealth · 18 quarters on record
This page tracks every 13F SEC filing in which Avion Wealth reported a position in VANGUARD BD INDEX FDS (VUSB). 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 | 1,310,153 | +135,885 | +11.6% | 13.70% | $65.3M | $49.49 |
| 2025 Q3 | ADDED | 1,174,268 | +4,022 | +0.3% | 12.59% | $58.7M | $48.93 |
| 2025 Q2 | ADDED | 1,170,246 | +82,821 | +7.6% | 14.96% | $58.3M | $48.23 |
| 2025 Q1 | ADDED | 1,087,425 | +605 | +0.1% | 13.85% | $54.0M | $47.65 |
As of 2025 Q4 — sorted by position size