NAPLES GLOBAL ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,203 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 1.03 and the average weighting 2.4%.

Quarter-by-quarter ownership
NAPLES GLOBAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$14,154,644
-1.9%
35,909
+1.7%
1.72%
+1.3%
Q2 2023$14,433,321
+8.6%
35,302
-0.1%
1.69%
+2.2%
Q1 2023$13,294,800
+15.4%
35,352
+7.8%
1.66%
+13.2%
Q4 2022$11,520,062
+5308.5%
32,789
+6279.2%
1.46%
+5756.0%
Q1 2022$213,000
-4.9%
5140.0%0.02%
-3.8%
Q4 2021$224,0000.0%514
-9.7%
0.03%
-10.3%
Q3 2021$224,000
-52.1%
569
-52.1%
0.03%
-55.4%
Q2 2021$468,000
+7.1%
1,189
-0.8%
0.06%
-1.5%
Q1 2021$437,000
-4.6%
1,199
-10.1%
0.07%
-14.3%
Q4 2020$458,000
+18.7%
1,334
+6.3%
0.08%
+2.7%
Q3 2020$386,000
+7.5%
1,255
-0.8%
0.08%
-2.6%
Q2 2020$359,000
+19.7%
1,2650.0%0.08%
-2.5%
Q1 2020$300,000
-6.0%
1,265
+17.1%
0.08%
+17.9%
Q4 2019$319,000
+13.1%
1,080
+4.5%
0.07%
+1.5%
Q3 2019$282,000
-5.4%
1,033
-6.8%
0.07%
-9.6%
Q2 2019$298,000
+3.5%
1,1080.0%0.07%
-1.4%
Q1 2019$288,000
+9.1%
1,1080.0%0.07%
-1.3%
Q4 2018$264,000
-56.1%
1,108
-52.5%
0.08%
-8.5%
Q3 2018$601,000
+97.0%
2,331
+90.6%
0.08%
-4.7%
Q2 2018$305,000
+3.0%
1,2230.0%0.09%
-2.3%
Q1 2018$296,000
-1.0%
1,223
+0.2%
0.09%0.0%
Q4 2017$299,000
+4.5%
1,220
-1.6%
0.09%
-7.4%
Q3 2017$286,0000.0%1,240
-3.9%
0.10%
-5.9%
Q2 2017$286,000
+2.5%
1,2900.0%0.10%
+1.0%
Q1 2017$279,000
+5.3%
1,2900.0%0.10%
-2.9%
Q4 2016$265,000
+5.6%
1,290
+2.0%
0.10%
+5.1%
Q3 2016$251,000
+3.3%
1,2650.0%0.10%
-1.0%
Q2 2016$243,000
+1.2%
1,265
-0.8%
0.10%
-2.0%
Q1 2016$240,000
+2.6%
1,275
+2.0%
0.10%
-10.6%
Q4 2015$234,000
+6.4%
1,2500.0%0.11%0.0%
Q3 2015$220,000
-37.0%
1,250
-32.4%
0.11%
-32.3%
Q2 2015$349,000
-0.3%
1,8500.0%0.17%
+0.6%
Q1 2015$350,000
+3.9%
1,850
+3.4%
0.17%
-6.7%
Q4 2014$337,0001,7900.18%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
GLOBE LIFE INC. 676,297$168,743,000100.00%
E-L Financial Corp Ltd 1,658,612$542,366,00080.83%
Mangham Associates,LLC 313,128$78,128,00068.74%
TIFF ADVISORY SERVICES, LLC 559,752$139,664,00064.91%
Symetra Life Insurance Co 1,153,694$287,858,00063.26%
Strategic Wealth Partners Group, LLC 18,251$2,903,703,00057.25%
JBF Capital, Inc. 1,458,168$363,827,00054.83%
HM Capital Management, LLC 256,725$64,055,00049.33%
SCHRODERS IS Ltd 2,736,726$682,840,00045.70%
Mercer Investments LLC 13,346$3,329,999,00043.75%
View complete list of VANGUARD INDEX FDS shareholders