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 278 filers reported holding VANGUARD BD INDEX FDS in Q2 2023. 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
Q2 2024$2,171,452
-24.6%
43,850
-24.6%
0.22%
-26.1%
Q1 2024$2,880,094
-20.7%
58,125
-20.9%
0.30%
-26.1%
Q4 2023$3,631,361
-25.2%
73,450
-25.5%
0.40%
-32.1%
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 Q2 2023
NameSharesValueWeighting ↓
Grant Street Asset Management, Inc. 885,333$43,381,31418.72%
Wharton Business Group, LLC 6,240,474$305,78317.73%
Fortis Advisors, LLC 241,502$11,833,6149.01%
Verus Financial Partners, Inc. 1,310,128$64,510,6828.88%
Avion Wealth 547,528$26,8018.34%
TruWealth Advisors, LLC 1,564,277$76,649,5847.48%
Kathmere Capital Management, LLC 1,525,030$74,879,6466.41%
MONUMENTAL FINANCIAL GROUP INC. 158,731$7,7786.28%
Colony Family Offices, LLC 292,254$14,320,4465.96%
Manchester Capital Management LLC 670,452$32,852,1484.83%
View complete list of VANGUARD BD INDEX FDS shareholders