NAPLES GLOBAL ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,042 filers reported holding VANGUARD INDEX FDS in Q2 2020. The put-call ratio across all filers is 0.71 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 Q2 2020
NameSharesValueWeighting ↓
BCK Partners, Inc. 117,550$24,478,65415.26%
TL Private Wealth 118,648$24,685,93114.14%
Axiom Financial Strategies, LLC 99,551$20,730,39613.91%
Conrad Siegel Investment Advisors, Inc. 125,262$26,084,62313.47%
Northwest Quadrant Wealth Management, LLC 223,403$46,521,41613.06%
OAK HILL WEALTH ADVISORS, LLC 172,303$35,880,41011.97%
JMG Financial Group, Ltd. 1,183,719$246,497,74711.89%
CONSILIO WEALTH ADVISORS, LLC 99,247$20,141,21111.71%
SEARCY FINANCIAL SERVICES INC /ADV 90,189$18,780,91411.34%
Stephens Consulting, LLC 130,925$27,263,82711.07%
View complete list of VANGUARD INDEX FDS shareholders