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 698 filers reported holding VANGUARD BD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.

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 Q3 2023
NameSharesValueWeighting ↓
Diana Davis Spencer Foundation 1,426,000$103,144,06041.53%
BCM ADVISORS, LLC 696,815$50,630,57815.01%
Echo Wealth Management, LLC 184,509$13,341,86714.37%
Brewster Financial Planning LLC 185,686$13,426,95513.44%
Retirement Investment Advisors, Inc. 1,819,376$131,559,07911.98%
Francis Financial, Inc. 314,679$22,754,45611.87%
FISCHER INVESTMENT STRATEGIES, LLC 160,607$11,613,47711.79%
Reliant Wealth Planning 304,106$21,989,90511.66%
OLIO Financial Planning 329,930$23,857,24011.20%
True Link Financial Advisors, LLC 1,279,988$92,555,93211.10%
View complete list of VANGUARD BD INDEX FDS shareholders