Ownership history in Avior Wealth Management, LLC · 49 quarters on record
This page tracks every 13F SEC filing in which Avior Wealth Management, LLC reported a position in VANGUARD SMALL CAP GROWTH ETF (VBK). 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 | 133,093 | -217 | -0.2% | 1.25% | $40.2M | $302.11 |
| 2025 Q3 | REDUCED | 133,310 | -2,541 | -1.9% | 1.28% | $39.6M | $297.25 |
| 2025 Q2 | ADDED | 135,851 | +1,202 | +0.9% | 1.30% | $37.6M | $276.19 |
| 2025 Q1 | ADDED | 134,649 | +4,930 | +3.8% | 1.29% | $33.9M | $250.70 |
| 2024 Q4 | ADDED | 129,719 | +28,458 | +28.1% | 1.33% | $36.3M | $278.45 |
| 2024 Q3 | ADDED | 101,261 | +4,321 | +4.5% | 1.08% | $27.0M | $265.46 |
| 2024 Q2 | ADDED | 96,940 | +8,039 | +9.0% | 1.04% | $24.2M | $248.07 |
| 2024 Q1 | ADDED | 88,901 | +4,495 | +5.3% | 1.08% | $23.2M | $258.14 |
| 2023 Q4 | ADDED | 84,406 | +4,039 | +5.0% | 1.24% | $20.4M | $239.00 |
| 2023 Q3 | ADDED | 80,367 | +2,722 | +3.5% | 1.16% | $17.2M | $211.17 |
As of 2025 Q4 — sorted by position size