LYELL WEALTH MANAGEMENT, LP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 859 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.

Quarter-by-quarter ownership
LYELL WEALTH MANAGEMENT, LP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$457,503
-5.4%
2,1970.0%0.06%0.0%
Q2 2023$483,692
+4.4%
2,1970.0%0.06%
-4.6%
Q1 2023$463,391
+11.0%
2,197
+7.3%
0.06%
-1.5%
Q4 2022$417,403
+8.4%
2,0480.0%0.07%0.0%
Q3 2022$385,000
-4.5%
2,0480.0%0.07%0.0%
Q2 2022$403,000
-17.2%
2,0480.0%0.07%
+4.8%
Q1 2022$487,000
-6.7%
2,0480.0%0.06%
+5.0%
Q4 2021$522,000
+7.6%
2,0480.0%0.06%
+1.7%
Q3 2021$485,000
-0.2%
2,0480.0%0.06%
-1.7%
Q2 2021$486,000
+23.7%
2,048
+15.3%
0.06%
+5.3%
Q1 2021$393,000
+7.1%
1,7770.0%0.06%
-3.4%
Q4 2020$367,000
+45.1%
1,777
+23.8%
0.06%
+25.5%
Q3 2020$253,000
+7.7%
1,4350.0%0.05%
-9.6%
Q2 2020$235,000
+15.2%
1,435
-7.6%
0.05%
-14.8%
Q1 2020$204,000
-18.1%
1,553
+10.9%
0.06%
-7.6%
Q4 2019$249,000
+6.0%
1,4000.0%0.07%
-7.0%
Q3 2019$235,0000.0%1,4000.0%0.07%0.0%
Q2 2019$235,000
+4.0%
1,4000.0%0.07%
-5.3%
Q1 2019$226,000
-2.2%
1,4000.0%0.08%
-3.8%
Q3 2018$231,000
+4.5%
1,4000.0%0.08%
-3.7%
Q2 2018$221,000
+2.3%
1,4000.0%0.08%
+1.2%
Q1 2018$216,000
-0.5%
1,4000.0%0.08%
-7.0%
Q4 2017$217,000
+4.8%
1,4000.0%0.09%
-3.4%
Q3 2017$207,000
+3.5%
1,4000.0%0.09%
-8.2%
Q2 2017$200,0001,4000.10%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
NameSharesValueWeighting ↓
JMG Financial Group, Ltd. 747,274$115,663,00013.74%
Riverpoint Wealth Management Holdings, LLC 134,706$20,855,00013.01%
Arlington Financial Advisors, LLC 152,443$24,869,00011.73%
SRS Capital Advisors, Inc. 156,508$24,224,00010.51%
Paracle Advisors, LLC 391,544$57,708,00010.24%
O'Brien Wealth Partners LLC 100,821$15,605,0009.85%
Nadler Financial Group, Inc. 204,369$31,632,0009.65%
Strategic Point Investment Advisors, LLC 144,264$22,329,0008.74%
McIlrath & Eck, LLC 94,987$14,702,0008.61%
Northwest Quadrant Wealth Management, LLC 81,333$12,380,0008.55%
View complete list of VANGUARD INDEX FDS shareholders