NAPLES GLOBAL ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 691 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.49 and the average weighting 0.9%.

Quarter-by-quarter ownership
NAPLES GLOBAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$13,533,725
-4.5%
69,159
-1.1%
1.64%
-1.4%
Q2 2023$14,173,980
+3.0%
69,919
-5.1%
1.66%
-3.1%
Q1 2023$13,764,909
+4.7%
73,684
-2.4%
1.72%
+2.7%
Q4 2022$13,148,616
+5.8%
75,480
-0.6%
1.67%
-2.3%
Q3 2022$12,422,000
-5.3%
75,945
-0.2%
1.71%
+0.5%
Q2 2022$13,112,000
-17.6%
76,080
-0.3%
1.70%
-7.3%
Q1 2022$15,909,000
-6.7%
76,305
-1.1%
1.84%
-7.0%
Q4 2021$17,044,000
+9.9%
77,117
-0.1%
1.98%
-3.1%
Q3 2021$15,515,000
-0.7%
77,222
-0.8%
2.04%
-6.2%
Q2 2021$15,627,000
+8.1%
77,842
-0.2%
2.17%
-1.1%
Q1 2021$14,456,000
+4.9%
78,015
-0.5%
2.20%
-5.7%
Q4 2020$13,776,000
+12.7%
78,389
+0.3%
2.33%
-2.2%
Q3 2020$12,222,000
+11.4%
78,123
+1.8%
2.38%
+0.8%
Q2 2020$10,969,000
+28.1%
76,705
+6.1%
2.36%
+5.3%
Q1 2020$8,561,000
-23.5%
72,285
-4.5%
2.24%
-4.5%
Q4 2019$11,185,000
+9.7%
75,659
+1.2%
2.35%
-1.3%
Q3 2019$10,195,000
+2.4%
74,783
+1.2%
2.38%
-1.7%
Q2 2019$9,954,000
+4.2%
73,883
+0.4%
2.42%
-0.8%
Q1 2019$9,554,000
+11.0%
73,608
+1.8%
2.44%
-0.3%
Q4 2018$8,606,000
-54.4%
72,298
-50.5%
2.45%
-5.0%
Q3 2018$18,877,000
+105.9%
146,201
+99.0%
2.58%
-0.1%
Q2 2018$9,166,000
+3.0%
73,468
+0.1%
2.58%
-2.2%
Q1 2018$8,900,000
-0.2%
73,423
+0.9%
2.64%
+0.3%
Q4 2017$8,916,000
+3.2%
72,738
-2.8%
2.63%
-8.7%
Q3 2017$8,640,000
+4.2%
74,868
+0.2%
2.88%
-2.0%
Q2 2017$8,295,000
+3.3%
74,718
+0.6%
2.94%
+2.1%
Q1 2017$8,030,000
+5.2%
74,288
-0.4%
2.88%
-3.1%
Q4 2016$7,636,000
+2.3%
74,593
-0.9%
2.97%
+1.9%
Q3 2016$7,461,000
+3.4%
75,243
-0.0%
2.92%
-1.2%
Q2 2016$7,214,000
-1.9%
75,263
-3.8%
2.95%
-4.2%
Q1 2016$7,357,000
+3.8%
78,258
+3.2%
3.08%
-10.2%
Q4 2015$7,088,000
+7.8%
75,810
+1.5%
3.43%
+1.6%
Q3 2015$6,576,000
-5.5%
74,685
+1.8%
3.38%
+1.2%
Q2 2015$6,957,000
+0.1%
73,375
+0.5%
3.34%
+1.1%
Q1 2015$6,950,000
+0.8%
73,003
-0.0%
3.30%
-9.4%
Q4 2014$6,893,000
+15.5%
73,023
+10.7%
3.65%
+3.7%
Q3 2014$5,967,000
+18.7%
65,963
+18.1%
3.52%
+17.9%
Q2 2014$5,029,000
+6.4%
55,873
+1.7%
2.98%
+3.2%
Q1 2014$4,725,000
+4.7%
54,933
+3.2%
2.89%
-4.0%
Q4 2013$4,513,00053,2233.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 679,579$119,429,00032.38%
Wealthquest Corp 661,662$116,280,00024.88%
McCarthy Grittinger Financial Group, LLC 284,266$49,956,85124.76%
JFG Wealth Management, LLC 212,857$37,407,00020.31%
Kistler-Tiffany Companies, LLC 398,161$69,973,00019.94%
National Mutual Insurance Federation of Agricultural Cooperatives 10,753,317$1,889,788,00018.51%
Berman Capital Advisors, LLC 386,221$67,874,00016.25%
Transamerica Financial Advisors, Inc. 4,460$784,00016.19%
Carlson Capital Management 474,976$85,144,00015.68%
FIDUCIENT ADVISORS LLC 225,083$39,556,00014.70%
View complete list of VANGUARD INDEX FDS shareholders