NAPLES GLOBAL ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,481 filers reported holding VANGUARD INDEX FDS in Q1 2020. The put-call ratio across all filers is 0.17 and the average weighting 2.6%.

Quarter-by-quarter ownership
NAPLES GLOBAL ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,816,371
-12.8%
17,967
-9.5%
0.46%
-9.9%
Q2 2023$4,374,541
+7.4%
19,859
-0.5%
0.51%
+1.0%
Q1 2023$4,074,449
-5.0%
19,963
-11.0%
0.51%
-6.8%
Q4 2022$4,288,392
+5.7%
22,430
-0.8%
0.54%
-2.3%
Q3 2022$4,057,000
-5.3%
22,605
-0.5%
0.56%
+0.4%
Q2 2022$4,284,000
-14.9%
22,710
+2.7%
0.56%
-4.3%
Q1 2022$5,034,000
-4.6%
22,112
+1.2%
0.58%
-4.9%
Q4 2021$5,276,000
+14.5%
21,854
+5.3%
0.61%
+1.0%
Q3 2021$4,607,000
+1.5%
20,745
+1.9%
0.60%
-4.1%
Q2 2021$4,538,000
+9.0%
20,364
+1.1%
0.63%
-0.3%
Q1 2021$4,163,000
+4.1%
20,139
-2.0%
0.63%
-6.4%
Q4 2020$3,999,000
+5.6%
20,544
-7.6%
0.68%
-8.4%
Q3 2020$3,787,000
+8.8%
22,2360.0%0.74%
-1.6%
Q2 2020$3,481,000
+15.8%
22,236
-4.6%
0.75%
-4.8%
Q1 2020$3,005,000
-18.6%
23,311
+3.4%
0.79%
+1.7%
Q4 2019$3,690,000
+4.7%
22,555
-3.3%
0.78%
-5.8%
Q3 2019$3,523,000
+4.1%
23,334
+3.5%
0.82%
-0.1%
Q2 2019$3,385,000
+3.7%
22,5550.0%0.82%
-1.2%
Q1 2019$3,264,000
+8.9%
22,5550.0%0.83%
-2.2%
Q4 2018$2,996,000
-54.2%
22,555
-50.0%
0.85%
-4.6%
Q3 2018$6,542,000
+106.6%
45,110
+100.0%
0.89%
+0.2%
Q2 2018$3,167,000
+3.5%
22,5550.0%0.89%
-1.8%
Q1 2018$3,061,000
-1.1%
22,5550.0%0.91%
-0.7%
Q4 2017$3,096,000
+4.6%
22,555
-1.3%
0.91%
-7.5%
Q3 2017$2,960,000
+4.1%
22,8550.0%0.99%
-2.1%
Q2 2017$2,844,000
+2.6%
22,8550.0%1.01%
+1.4%
Q1 2017$2,773,000
+5.2%
22,8550.0%1.00%
-3.0%
Q4 2016$2,636,000
+3.6%
22,8550.0%1.03%
+3.1%
Q3 2016$2,544,000
-0.5%
22,855
-4.2%
1.00%
-4.9%
Q2 2016$2,556,000
+8.5%
23,855
+6.1%
1.05%
+6.0%
Q1 2016$2,356,00022,4800.99%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders