Ownership history in Avion Wealth · 20 quarters on record
This page tracks every 13F SEC filing in which Avion Wealth reported a position in VANGUARD INDEX FDS (VOE). 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 | REDUCED | 162,867 | -4,529 | -2.7% | 6.06% | $28.9M | $177.37 |
| 2025 Q3 | ADDED | 167,396 | +16,609 | +11.0% | 6.27% | $29.2M | $173.67 |
| 2025 Q2 | ADDED | 150,787 | +10,079 | +7.2% | 6.21% | $24.2M | $162.78 |
| 2025 Q1 | ADDED | 140,708 | +236 | +0.2% | 5.84% | $22.8M | $158.07 |
| 2024 Q4 | ADDED | 140,472 | +20,873 | +17.5% | 5.84% | $22.7M | $158.25 |
| 2024 Q3 | ADDED | 119,599 | +4,860 | +4.2% | 5.25% | $20.1M | $163.02 |
| 2024 Q2 | REDUCED | 114,739 | -213 | -0.2% | 4.76% | $17.3M | $145.55 |
| 2024 Q1 | ADDED | 114,952 | +1,377 | +1.2% | 4.81% | $17.9M | $149.97 |
| 2023 Q4 | REDUCED | 113,575 | -1,868 | -1.6% | 4.62% | $16.5M | $138.82 |
| 2023 Q3 | ADDED | 115,443 | +2,111 | +1.9% | 4.32% | $15.1M | $124.39 |
As of 2025 Q4 — sorted by position size