LYELL WEALTH MANAGEMENT, LP - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,253 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 0.60 and the average weighting 2.5%.

Quarter-by-quarter ownership
LYELL WEALTH MANAGEMENT, LP ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$419,722
-16.9%
1,976
-13.8%
0.06%
-13.8%
Q2 2023$505,102
-7.6%
2,293
-14.4%
0.06%
-15.6%
Q1 2023$546,580
+24.1%
2,678
+16.3%
0.08%
+10.0%
Q4 2022$440,311
+6.6%
2,3030.0%0.07%0.0%
Q3 2022$413,000
+1.0%
2,303
+6.1%
0.07%
+4.5%
Q2 2022$409,0000.0%2,170
+20.9%
0.07%
+26.4%
Q1 2022$409,000
-10.7%
1,795
-5.3%
0.05%
+1.9%
Q4 2021$458,000
+30.9%
1,895
+20.1%
0.05%
+20.9%
Q3 2021$350,000
-5.7%
1,578
-5.1%
0.04%
-6.5%
Q2 2021$371,000
+7.8%
1,6630.0%0.05%
-8.0%
Q1 2021$344,0000.0%1,663
-5.8%
0.05%
-9.1%
Q4 2020$344,000
-54.4%
1,765
-60.2%
0.06%
-61.0%
Q3 2020$755,000
+1.5%
4,432
-6.8%
0.14%
-13.5%
Q2 2020$744,000
+30.5%
4,754
+7.6%
0.16%
-4.1%
Q1 2020$570,000
-16.5%
4,419
+5.9%
0.17%
-6.6%
Q4 2019$683,000
+15.8%
4,173
+6.9%
0.18%
+2.8%
Q3 2019$590,000
+1.0%
3,904
+0.3%
0.18%
+0.6%
Q2 2019$584,000
+3.7%
3,894
+0.1%
0.18%
-6.4%
Q1 2019$563,000
+133.6%
3,890
+121.3%
0.19%
+95.8%
Q4 2017$241,000
-14.8%
1,758
-19.5%
0.10%
-21.3%
Q3 2017$283,000
-21.4%
2,183
-24.5%
0.12%
-30.3%
Q2 2017$360,000
-12.6%
2,893
-14.7%
0.18%
-21.5%
Q1 2017$412,000
-5.7%
3,393
-10.5%
0.22%
-18.0%
Q4 2016$437,0003,7930.27%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,129,888$240,000100.00%
Rainwater Charitable Foundation 393,298$83,540,42869.12%
Delphia (USA) Inc. 4,683$994,64868.94%
Ebor Charitable Trust 104,269$22,147,77866.69%
Cabot-Wellington, LLC 538,906$114,468,94666.12%
AEGON USA Investment Management, LLC 385,505$81,885,11759.06%
Gibson Capital, LLC 966,210$205,232,70955.47%
University of Massachusetts Foundation, Inc. 503,429$106,933,35452.28%
Avalon Advisory Group 414,001$87,937,86451.72%
Beacon Wealthcare LLC 445,142$94,552,54449.96%
View complete list of VANGUARD INDEX FDS shareholders