LYELL WEALTH MANAGEMENT, LP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 889 filers reported holding VANGUARD INDEX FDS in Q2 2019. The put-call ratio across all filers is 0.35 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 Q2 2019
NameSharesValueWeighting ↓
Spearhead Capital Advisors, LLC 328,698$41,376,00017.74%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 130,995$18,096,00016.76%
SEARCY FINANCIAL SERVICES INC /ADV 91,303$12,616,00016.00%
JMG Financial Group, Ltd. 955,251$131,997,00015.16%
Riverpoint Wealth Management Holdings, LLC 158,297$21,872,00012.14%
Paracle Advisors, LLC 233,287$32,235,0009.38%
Northwest Quadrant Wealth Management, LLC 120,961$18,109,0009.05%
Nadler Financial Group, Inc. 198,652$27,450,0009.01%
Strategic Point Investment Advisors, LLC 133,916$18,504,0008.76%
Compass Financial Group, Inc. 53,436$7,384,0008.52%
View complete list of VANGUARD INDEX FDS shareholders