SHINE INVESTMENT ADVISORY SERVICES INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,048 filers reported holding VANGUARD INDEX FDS in Q3 2020. The put-call ratio across all filers is 2.19 and the average weighting 0.8%.

Quarter-by-quarter ownership
SHINE INVESTMENT ADVISORY SERVICES INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2020$3,483,000
+4.2%
19,763
-3.1%
1.18%
-3.4%
Q2 2020$3,343,000
+22.7%
20,396
-1.4%
1.22%
-3.5%
Q1 2020$2,725,000
-23.2%
20,696
+3.9%
1.26%
-10.5%
Q4 2019$3,550,000
+2.0%
19,922
-4.1%
1.41%
-14.3%
Q3 2019$3,482,000
+0.3%
20,775
+0.1%
1.65%
+2.7%
Q2 2019$3,470,000
+3.3%
20,758
-0.7%
1.60%
+2.9%
Q1 2019$3,360,000
+16.3%
20,9030.0%1.56%
+9.6%
Q4 2018$2,888,000
-15.8%
20,903
+0.1%
1.42%
-21.1%
Q3 2018$3,428,000
+4.2%
20,8770.0%1.80%
+7.2%
Q2 2018$3,291,000
+2.3%
20,877
+0.0%
1.68%
-1.5%
Q1 2018$3,218,000
-0.3%
20,868
+0.0%
1.71%
+6.3%
Q4 2017$3,229,000
+5.4%
20,859
+0.1%
1.61%
+0.8%
Q3 2017$3,063,000
-22.9%
20,839
-25.2%
1.59%
-21.0%
Q2 2017$3,971,000
+2.4%
27,864
+0.1%
2.02%
-21.3%
Q1 2017$3,877,000
+5.8%
27,8470.0%2.56%
-15.5%
Q4 2016$3,666,000
+1.9%
27,847
+0.2%
3.03%
-4.6%
Q3 2016$3,597,000
-99.9%
27,790
-0.3%
3.18%
-19.7%
Q2 2016$3,446,000,000
+2.0%
27,870
+0.0%
3.96%
+4.2%
Q1 2016$3,377,000,000
-4.2%
27,860
-5.1%
3.80%
+8.8%
Q4 2015$3,526,000,000
+3.0%
29,354
+0.0%
3.49%
-11.3%
Q3 2015$3,423,000,000
-8.7%
29,341
-0.3%
3.94%
-25.2%
Q2 2015$3,749,000,000
-3.6%
29,417
+0.3%
5.26%
+46.9%
Q1 2015$3,890,000,000
+7.3%
29,316
-0.1%
3.58%
-11.9%
Q4 2014$3,626,000,000
+8.6%
29,344
+3.1%
4.07%
+4.6%
Q3 2014$3,338,000,000
+7.9%
28,452
+9.1%
3.89%
+8.6%
Q2 2014$3,095,000,00026,0823.58%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2020
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders