Ownership history in Avion Wealth · 26 quarters on record
This page tracks every 13F SEC filing in which Avion Wealth reported a position in VANGUARD INDEX FDS (VTI). 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 | 52,512 | -1,062 | -2.0% | 3.69% | $17.6M | $335.27 |
| 2025 Q3 | REDUCED | 53,574 | -1,576 | -2.9% | 3.77% | $17.6M | $327.24 |
| 2025 Q2 | REDUCED | 55,150 | -268 | -0.5% | 3.89% | $15.2M | $302.23 |
| 2025 Q1 | UNCHANGED | 55,418 | — | 0% | 4.12% | $16.1M | $272.48 |
| 2024 Q4 | REDUCED | 55,418 | -3,251 | -5.5% | 4.13% | $16.1M | $286.32 |
| 2024 Q3 | REDUCED | 58,669 | -3,174 | -5.1% | 4.35% | $16.6M | $278.85 |
| 2024 Q2 | REDUCED | 61,843 | -755 | -1.2% | 4.56% | $16.5M | $262.63 |
| 2024 Q1 | REDUCED | 62,598 | -3,553 | -5.4% | 4.37% | $16.3M | $254.25 |
| 2023 Q4 | REDUCED | 66,151 | -2,516 | -3.7% | 4.40% | $15.7M | $231.25 |
| 2023 Q3 | REDUCED | 68,667 | -295 | -0.4% | 4.17% | $14.6M | $206.18 |
As of 2025 Q4 — sorted by position size