NAPLES GLOBAL ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 975 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.52 and the average weighting 0.8%.

Quarter-by-quarter ownership
NAPLES GLOBAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$422,519
-5.2%
2,029
+0.2%
0.05%
-1.9%
Q2 2023$445,604
+22.5%
2,024
+17.3%
0.05%
+15.6%
Q1 2023$363,837
+3.5%
1,7250.0%0.04%0.0%
Q4 2022$351,572
+8.5%
1,7250.0%0.04%0.0%
Q3 2022$324,000
-4.7%
1,7250.0%0.04%
+2.3%
Q2 2022$340,000
-17.1%
1,7250.0%0.04%
-6.4%
Q1 2022$410,000
-6.6%
1,7250.0%0.05%
-7.8%
Q4 2021$439,000
+7.6%
1,7250.0%0.05%
-5.6%
Q3 2021$408,000
-0.2%
1,7250.0%0.05%
-5.3%
Q2 2021$409,000
+7.1%
1,725
-0.2%
0.06%
-1.7%
Q1 2021$382,000
+7.3%
1,728
+0.3%
0.06%
-3.3%
Q4 2020$356,000
+32.8%
1,723
+13.1%
0.06%
+15.4%
Q3 2020$268,000
+7.2%
1,5230.0%0.05%
-3.7%
Q2 2020$250,000
+25.0%
1,523
+0.2%
0.05%
+3.8%
Q1 2020$200,000
-30.8%
1,520
-6.2%
0.05%
-14.8%
Q4 2019$289,000
-22.7%
1,620
-27.4%
0.06%
-29.9%
Q3 2019$374,000
+59.1%
2,231
+58.8%
0.09%
+52.6%
Q2 2019$235,000
+7.8%
1,405
+3.7%
0.06%
+1.8%
Q1 2019$218,0001,3550.06%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Spearhead Capital Advisors, LLC 328,698$41,376,00017.74%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 130,995$18,096,00016.76%
SEARCY FINANCIAL SERVICES INC /ADV 91,303$12,616,00016.00%
JMG Financial Group, Ltd. 955,251$131,997,00015.16%
Riverpoint Wealth Management Holdings, LLC 158,297$21,872,00012.14%
Paracle Advisors, LLC 233,287$32,235,0009.38%
Northwest Quadrant Wealth Management, LLC 120,961$18,109,0009.05%
Nadler Financial Group, Inc. 198,652$27,450,0009.01%
Strategic Point Investment Advisors, LLC 133,916$18,504,0008.76%
Compass Financial Group, Inc. 53,436$7,384,0008.52%
View complete list of VANGUARD INDEX FDS shareholders