NAPLES GLOBAL ADVISORS, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 695 filers reported holding VANGUARD BD INDEX FDS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
NAPLES GLOBAL ADVISORS, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$1,931,111
+7.9%
26,706
+12.2%
0.23%
+11.4%
Q2 2023$1,790,399
-1.5%
23,799
+0.4%
0.21%
-7.5%
Q1 2023$1,818,355
+93.6%
23,695
+87.5%
0.23%
+90.8%
Q4 2022$939,033
-29.3%
12,635
-30.1%
0.12%
-35.0%
Q3 2022$1,328,000
-25.2%
18,073
-20.9%
0.18%
-20.4%
Q2 2022$1,775,000
-17.5%
22,853
-13.0%
0.23%
-7.3%
Q1 2022$2,151,000
-7.9%
26,261
-1.5%
0.25%
-8.5%
Q4 2021$2,336,000
+18.8%
26,656
+21.2%
0.27%
+5.0%
Q3 2021$1,967,000
+33.8%
21,996
+34.6%
0.26%
+26.5%
Q2 2021$1,470,000
+46.3%
16,346
+44.3%
0.20%
+33.3%
Q1 2021$1,005,000
+34.2%
11,328
+40.5%
0.15%
+20.5%
Q4 2020$749,000
+113.4%
8,063
+114.8%
0.13%
+86.8%
Q3 2020$351,0003,7530.07%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$105,980,32041.33%
GPWM LLC 222,881$16,564,51514.81%
BCM ADVISORS, LLC 652,823$50,443,63313.94%
Brewster Financial Planning LLC 170,690$12,685,68113.44%
Signify Wealth 177,839$13,216,99411.57%
Fullen Financial Group 262,996$20,20911.47%
Franklin, Parlapiano, Turner & Welch, LLC 442,402$32,879,30610.79%
OLIO Financial Planning 261,417$19,428,51510.56%
Burt Wealth Advisors 403,901$30,017,91110.05%
Sage Financial Management Group, Inc. 169,280$12,5818.79%
View complete list of VANGUARD BD INDEX FDS shareholders