LYELL WEALTH MANAGEMENT, LP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 46 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
LYELL WEALTH MANAGEMENT, LP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$615,801
-9.0%
3,257
-4.3%
0.08%
-4.6%
Q2 2023$677,022
-3.3%
3,404
-7.8%
0.09%
-11.2%
Q1 2023$699,856
-0.6%
3,692
-3.8%
0.10%
-11.7%
Q4 2022$704,427
-8.2%
3,838
-14.5%
0.11%
-15.3%
Q3 2022$767,000
-2.9%
4,4880.0%0.13%
+1.6%
Q2 2022$790,000
-2.5%
4,488
+17.7%
0.13%
+24.0%
Q1 2022$810,000
-29.9%
3,813
-25.4%
0.10%
-21.2%
Q4 2021$1,156,000
+7.6%
5,113
+4.1%
0.13%
+0.8%
Q3 2021$1,074,000
-3.0%
4,9130.0%0.13%
-4.4%
Q2 2021$1,107,000
+12.7%
4,913
+7.1%
0.14%
-4.2%
Q1 2021$982,000
+130.5%
4,588
+109.7%
0.14%
+110.3%
Q4 2020$426,000
+81.3%
2,188
+54.0%
0.07%
+7.9%
Q4 2019$235,000
+8.3%
1,421
+0.7%
0.06%
-3.1%
Q3 2019$217,000
-2.3%
1,4110.0%0.06%
-3.0%
Q2 2019$222,000
+2.8%
1,4110.0%0.07%
-6.9%
Q1 2019$216,0001,4110.07%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Aufman Associates Inc 161,884$23,590,00026.77%
Chandler Asset Management, Inc. 294,740$42,950,00018.69%
Water Oak Advisors LLC 124,171$18,094,00018.46%
McCarthy Grittinger Financial Group, LLC 163,716$23,856,69614.15%
Acorns Advisers, LLC 2,390,400$348,329,00013.45%
BLUESTEM FINANCIAL ADVISORS, LLC 98,732$14,387,00013.16%
Emerson Wealth, LLC 119,166$17,365,00012.28%
Unified Trust Company, N.A. 101,312$14,763,00011.11%
Heartwood Wealth Advisors LLC 367,893$53,609,00010.61%
VISTA CAPITAL PARTNERS, INC. 363,565$52,979,00010.32%
View complete list of VANGUARD INDEX FDS shareholders