NAPLES GLOBAL ADVISORS, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 170 filers reported holding VANGUARD BD INDEX FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
NAPLES GLOBAL ADVISORS, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$4,852,594
-8.9%
98,650
-9.0%
0.59%
-5.9%
Q2 2023$5,326,486
-7.8%
108,350
-7.7%
0.62%
-13.2%
Q1 2023$5,777,576
-23.6%
117,335
-24.0%
0.72%
-25.1%
Q4 2022$7,563,640
-30.3%
154,360
-30.3%
0.96%
-35.6%
Q3 2022$10,847,000
-17.2%
221,600
-16.7%
1.49%
-12.1%
Q2 2022$13,096,000
-32.5%
266,175
-32.3%
1.70%
-24.2%
Q1 2022$19,407,000
-2.3%
392,925
-1.2%
2.24%
-2.6%
Q4 2021$19,856,000
+92.3%
397,525
+93.0%
2.30%
+69.7%
Q3 2021$10,326,000
+1295.4%
205,940
+1295.3%
1.36%
+1216.5%
Q2 2021$740,00014,7600.10%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Grant Street Asset Management, Inc. 1,001,107$49,214,44218.63%
Colony Family Offices, LLC 815,228$40,076,60816.90%
Avion Wealth 1,125,644$55,33614.49%
Fortis Advisors, LLC 389,234$19,134,74112.86%
Pacific Center for Financial Services 769,521$37,829,66312.44%
Kathmere Capital Management, LLC 944,551$46,434,1277.22%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 285,722$14,046,1426.12%
Wharton Business Group, LLC 1,782,574$87,6315.78%
Hoese & Co LLP 109,600$5,386,8205.06%
Red Wave Investments LLC 208,311$10,240,5694.14%
View complete list of VANGUARD BD INDEX FDS shareholders