SHINE INVESTMENT ADVISORY SERVICES INC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 522 filers reported holding VANGUARD INDEX FDS in Q4 2016. The put-call ratio across all filers is 0.30 and the average weighting 1.3%.

Quarter-by-quarter ownership
SHINE INVESTMENT ADVISORY SERVICES INC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2020$9,294,000
+11.3%
40,832
-1.2%
3.15%
+3.2%
Q2 2020$8,353,000
+14.1%
41,335
-11.5%
3.05%
-10.2%
Q1 2020$7,321,000
-22.7%
46,722
-10.2%
3.40%
-10.0%
Q4 2019$9,477,000
-14.5%
52,025
-21.9%
3.78%
-28.1%
Q3 2019$11,083,000
-10.0%
66,654
-11.5%
5.25%
-7.8%
Q2 2019$12,310,000
+2.7%
75,343
-1.6%
5.70%
+2.4%
Q1 2019$11,981,000
+12.8%
76,598
-3.1%
5.56%
+6.2%
Q4 2018$10,621,000
-11.7%
79,066
+5.9%
5.24%
-17.2%
Q3 2018$12,028,000
+6.0%
74,690
-1.4%
6.33%
+9.0%
Q2 2018$11,350,000
+5.2%
75,762
-0.4%
5.80%
+1.3%
Q1 2018$10,791,000
-2.7%
76,058
-3.5%
5.73%
+3.8%
Q4 2017$11,091,000
+5.4%
78,854
-0.5%
5.52%
+0.8%
Q3 2017$10,524,000
+5.0%
79,279
+0.5%
5.48%
+7.6%
Q2 2017$10,019,000
+0.4%
78,861
-3.9%
5.09%
-22.9%
Q1 2017$9,979,000
+10.6%
82,025
+1.3%
6.60%
-11.6%
Q4 2016$9,025,000
-1.6%
80,957
-0.9%
7.47%
-7.8%
Q3 2016$9,169,000
-99.9%
81,657
+17.7%
8.10%
-5.2%
Q2 2016$7,438,000,000
+2.1%
69,385
+1.4%
8.54%
+4.3%
Q1 2016$7,283,000,000
-0.9%
68,416
-1.0%
8.19%
+12.6%
Q4 2015$7,352,000,000
+0.6%
69,102
-5.2%
7.28%
-13.4%
Q3 2015$7,309,000,000
-4.8%
72,878
+1.6%
8.41%
-22.0%
Q2 2015$7,680,000,000
+1.9%
71,738
-0.4%
10.78%
+55.3%
Q1 2015$7,537,000,000
+0.4%
72,050
+0.1%
6.94%
-17.5%
Q4 2014$7,510,000,000
+4.2%
71,943
-0.5%
8.42%
+0.3%
Q3 2014$7,207,000,000
-0.7%
72,312
-1.5%
8.40%
-0.0%
Q2 2014$7,258,000,00073,3908.40%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2016
NameSharesValueWeighting ↓
Jentner Corp 154,653$39,752,00030.97%
Merit Financial Group, LLC 1,049,384$269,734,00028.22%
CABANA LLC 2,915$749,00027.38%
Peninsula Wealth, LLC 247,386$63,588,00022.79%
Permanens Capital L.P. 429,079$110,290,00022.66%
OGOREK ANTHONY JOSEPH /NY/ /ADV 158,167$40,655,00020.03%
Mosaic Family Wealth, LLC 263,028$67,609,00019.53%
Corrigan Financial, Inc. 218,046$56,046,54918.73%
TL Private Wealth 110,965$30,198,00018.52%
Benchmark Wealth Management, LLC 92,253$23,713,00017.59%
View complete list of VANGUARD INDEX FDS shareholders