LYELL WEALTH MANAGEMENT, LP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 1,106 filers reported holding VANGUARD INDEX FDS in Q2 2019. The put-call ratio across all filers is 1.13 and the average weighting 2.3%.

Quarter-by-quarter ownership
LYELL WEALTH MANAGEMENT, LP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2021$335,000
+10.2%
7670.0%0.04%
+2.7%
Q3 2021$304,000
+0.3%
7670.0%0.04%
-2.6%
Q2 2021$303,000
+14.3%
767
-10.4%
0.04%
-24.0%
Q3 2020$265,000
+9.1%
856
+0.5%
0.05%
-5.7%
Q2 2020$243,000
+20.3%
8520.0%0.05%
-11.7%
Q1 2020$202,000
-19.5%
852
+0.5%
0.06%
-10.4%
Q4 2019$251,000
+8.2%
848
+0.2%
0.07%
-4.3%
Q3 2019$232,000
+1.3%
8460.0%0.07%
+1.4%
Q2 2019$229,000
+4.1%
8460.0%0.07%
-5.5%
Q1 2019$220,0008460.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2019
NameSharesValueWeighting ↓
AXIS CAPITAL HOLDINGS LTD 685,743$136,250,00077.22%
Symetra Life Insurance Co 1,314,942$261,266,00065.37%
Rampart Investment Management Company, LLC 635,170$126,202,00048.23%
HM Capital Management, LLC 213,372$42,392,00042.87%
JBF Capital, Inc. 1,544,818$306,940,00038.81%
Fiduciary Wealth Partners, LLC 179,063$35,578,00035.57%
Fragasso Group Inc. 448,971$89,206,00031.84%
RETIREMENT CAPITAL STRATEGIES 259,103$51,481,00029.61%
Hirtle Callaghan & Co LLC 721,500$143,355,00029.60%
Heartwood Wealth Management Ltd 85,458$16,980,00028.81%
View complete list of VANGUARD INDEX FDS shareholders