LYELL WEALTH MANAGEMENT, LP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,519 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 0.28 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 Q3 2022
NameSharesValueWeighting ↓
Fee-Only Financial Planning, L.C. 122,751$33,426,18926.93%
Jentner Corp 158,119$43,057,39926.77%
MCIA Inc 243,241$70,170,10326.32%
Axiom Advisory, LLC 102,920$28,026,06025.23%
Safeguard Financial, LLC 188,009$51,196,63024.70%
Dougherty Wealth Advisers LLC 77,821$21,191,43724.54%
Mill Creek Capital Advisors, LLC 2,486,308$677,046,52622.50%
Retirement Investment Advisors, Inc. 813,010$221,390,75320.16%
TL Private Wealth 125,841$35,132,38720.13%
STEVENS CAPITAL PARTNERS 89,532$24,380,48019.56%
View complete list of VANGUARD INDEX FDS shareholders