SHINE INVESTMENT ADVISORY SERVICES INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 276 filers reported holding VANGUARD WORLD FDS in Q4 2016. The put-call ratio across all filers is 0.69 and the average weighting 0.4%.

Quarter-by-quarter ownership
SHINE INVESTMENT ADVISORY SERVICES INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2020$386,000
-32.8%
9,580
-16.0%
0.13%
-37.6%
Q2 2020$574,000
+59.4%
11,409
+21.2%
0.21%
+25.7%
Q1 2020$360,000
-66.3%
9,415
-28.2%
0.17%
-60.8%
Q4 2019$1,069,000
-2.0%
13,120
-6.2%
0.43%
-17.6%
Q3 2019$1,091,000
-8.2%
13,9800.0%0.52%
-6.0%
Q2 2019$1,189,000
-4.9%
13,9800.0%0.55%
-5.2%
Q1 2019$1,250,000
+11.8%
13,980
-3.6%
0.58%
+5.3%
Q4 2018$1,118,000
+7.5%
14,503
+46.5%
0.55%
+0.7%
Q3 2018$1,040,0000.0%9,8990.0%0.55%
+2.8%
Q2 2018$1,040,000
+13.8%
9,8990.0%0.53%
+9.7%
Q1 2018$914,000
-6.7%
9,8990.0%0.48%
-0.6%
Q4 2017$980,000
+5.8%
9,8990.0%0.49%
+1.2%
Q3 2017$926,000
-3.3%
9,899
-8.5%
0.48%
-1.0%
Q2 2017$958,000
-8.4%
10,8200.0%0.49%
-29.6%
Q1 2017$1,046,000
-7.7%
10,8200.0%0.69%
-26.1%
Q4 2016$1,133,000
+7.2%
10,8200.0%0.94%
+0.3%
Q3 2016$1,057,000
-99.9%
10,8200.0%0.93%
-21.0%
Q2 2016$1,029,000,000
+10.8%
10,8200.0%1.18%
+13.1%
Q1 2016$929,000,000
+2.4%
10,820
+1.1%
1.04%
+0.2%
Q3 2015$907,000,00010,6971.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2016
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 11,962$1,069,0008.16%
Allied Investment Advisors, LLC 102,389$9,152,0006.35%
Beacon Capital Management, Inc. 1,408,080$125,854,0005.73%
WELCH CAPITAL PARTNERS LLC/NY 103,650$9,264,0003.15%
Regis Management CO LLC 420,959$37,625,0002.96%
WP Advisors, LLC 29,658$26,509,0002.89%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 49,491$4,424,0002.77%
Summit Financial, LLC 148,591$13,281,028,0002.28%
STARR INTERNATIONAL CO INC 56,000$5,005,0002.00%
Private Harbour Investment Management & Counsel, LLC 18,704$1,672,0001.74%
View complete list of VANGUARD WORLD FDS shareholders