LYELL WEALTH MANAGEMENT, LP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 868 filers reported holding VANGUARD INDEX FDS in Q1 2019. The put-call ratio across all filers is 0.21 and the average weighting 1.3%.

Quarter-by-quarter ownership
LYELL WEALTH MANAGEMENT, LP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$316,152
-3.8%
1,1610.0%0.04%
+2.4%
Q2 2023$328,517
+13.4%
1,1610.0%0.04%
+2.4%
Q1 2023$289,600
+17.0%
1,1610.0%0.04%
+5.1%
Q4 2022$247,421
-0.2%
1,1610.0%0.04%
-7.1%
Q3 2022$248,000
-4.2%
1,1610.0%0.04%0.0%
Q2 2022$259,000
-22.5%
1,1610.0%0.04%
-2.3%
Q1 2022$334,000
-10.5%
1,1610.0%0.04%0.0%
Q4 2021$373,000
+10.7%
1,1610.0%0.04%
+4.9%
Q3 2021$337,000
+1.2%
1,1610.0%0.04%0.0%
Q2 2021$333,000
+6.1%
1,161
-5.0%
0.04%
-10.9%
Q1 2021$314,000
-32.3%
1,222
-33.3%
0.05%
-37.8%
Q4 2020$464,000
-17.9%
1,831
-26.2%
0.07%
-30.2%
Q3 2020$565,000
+115.6%
2,481
+91.6%
0.11%
+86.0%
Q2 2020$262,000
+29.1%
1,2950.0%0.06%
-6.6%
Q1 2020$203,000
-14.0%
1,2950.0%0.06%
-3.2%
Q4 2019$236,000
+9.8%
1,2950.0%0.06%
-3.1%
Q3 2019$215,000
-26.9%
1,295
-27.9%
0.06%
-27.0%
Q2 2019$294,000
-21.0%
1,795
-24.3%
0.09%
-28.2%
Q1 2019$372,0002,3700.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2019
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 293,181$47,213,79833.92%
Merit Financial Group, LLC 1,175,997$189,392,00030.33%
Permanens Capital L.P. 501,033$80,686,00027.43%
Edelman Financial Services, LLC 17,830,791$2,871,471,00026.12%
Peninsula Wealth, LLC 263,770$42,469,00022.90%
Jentner Corp 169,347$27,272,00022.63%
OGOREK ANTHONY JOSEPH /NY/ /ADV 160,713$25,881,00019.08%
Mosaic Family Wealth, LLC 310,106$45,077,00018.44%
INR ADVISORY SERVICES LLC 811,698$130,716,00017.60%
McIlrath & Eck, LLC 180,785$29,114,00016.76%
View complete list of VANGUARD INDEX FDS shareholders