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 (VO). 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 | 44,854 | +5,049 | +12.7% | 2.73% | $13.0M | $290.22 |
| 2025 Q3 | ADDED | 39,805 | +539 | +1.4% | 2.51% | $11.7M | $292.59 |
| 2025 Q2 | REDUCED | 39,266 | -1,372 | -3.4% | 2.60% | $10.2M | $277.75 |
| 2025 Q1 | UNCHANGED | 40,638 | — | 0% | 2.75% | $10.7M | $255.71 |
As of 2025 Q4 — sorted by position size