NAPLES GLOBAL ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,034 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.47 and the average weighting 0.7%.

Quarter-by-quarter ownership
NAPLES GLOBAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$832,854
-5.5%
4,405
-0.6%
0.10%
-1.9%
Q2 2023$881,083
+6.5%
4,430
+1.5%
0.10%0.0%
Q1 2023$827,619
+7.1%
4,366
+3.7%
0.10%
+5.1%
Q4 2022$773,070
+11.9%
4,212
+4.2%
0.10%
+3.2%
Q3 2022$691,000
-2.9%
4,0440.0%0.10%
+3.3%
Q2 2022$712,000
-17.1%
4,0440.0%0.09%
-7.1%
Q1 2022$859,000
-6.0%
4,0440.0%0.10%
-6.6%
Q4 2021$914,000
+2.7%
4,044
-0.6%
0.11%
-9.4%
Q3 2021$890,000
-7.5%
4,069
-4.7%
0.12%
-12.7%
Q2 2021$962,000
+4.0%
4,269
-1.2%
0.13%
-5.0%
Q1 2021$925,000
+9.2%
4,319
-0.8%
0.14%
-1.4%
Q4 2020$847,000
+27.9%
4,352
+1.0%
0.14%
+10.9%
Q3 2020$662,000
+6.4%
4,307
+0.9%
0.13%
-3.7%
Q2 2020$622,000
+23.4%
4,269
-2.3%
0.13%
+1.5%
Q1 2020$504,000
-30.7%
4,369
-0.5%
0.13%
-13.7%
Q4 2019$727,000
-17.0%
4,389
-22.9%
0.15%
-25.4%
Q3 2019$876,000
+27.3%
5,692
+29.7%
0.20%
+22.8%
Q2 2019$688,000
+2.5%
4,3890.0%0.17%
-2.9%
Q1 2019$671,000
+8.4%
4,389
-0.2%
0.17%
-2.3%
Q4 2018$619,000
-56.3%
4,399
-50.6%
0.18%
-8.8%
Q3 2018$1,416,000
+104.3%
8,898
+100.0%
0.19%
-1.0%
Q2 2018$693,000
+6.0%
4,4490.0%0.20%
+0.5%
Q1 2018$654,000
-0.6%
4,4490.0%0.19%0.0%
Q4 2017$658,000
+9.7%
4,449
+4.7%
0.19%
-3.0%
Q3 2017$600,000
+4.2%
4,2490.0%0.20%
-2.0%
Q2 2017$576,000
+1.8%
4,2490.0%0.20%
+0.5%
Q1 2017$566,000
+3.3%
4,2490.0%0.20%
-4.7%
Q4 2016$548,000
+11.2%
4,249
+5.3%
0.21%
+10.4%
Q3 2016$493,000
+5.6%
4,0340.0%0.19%
+1.0%
Q2 2016$467,000
+3.8%
4,0340.0%0.19%
+1.1%
Q1 2016$450,000
+35.5%
4,034
+34.5%
0.19%
+17.4%
Q4 2015$332,000
-0.9%
3,000
-3.2%
0.16%
-6.4%
Q3 2015$335,000
-11.8%
3,100
-1.0%
0.17%
-5.5%
Q2 2015$380,000
-1.0%
3,1300.0%0.18%
-0.5%
Q1 2015$384,000
+16.7%
3,130
+11.0%
0.18%
+5.2%
Q4 2014$329,000
+12.3%
2,820
+6.6%
0.17%
+0.6%
Q3 2014$293,000
-5.5%
2,6450.0%0.17%
-6.0%
Q2 2014$310,000
+3.7%
2,6450.0%0.18%
+0.5%
Q1 2014$299,000
+2.7%
2,6450.0%0.18%
-5.7%
Q4 2013$291,0002,6450.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders