Vanguard S&p 500 Etf idx shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.6M | 11k | 612.40 |
| 2025-06-30 | $5.5M | 9.7k | 568.05 |
| 2025-03-31 | $2.1M | 4.0k | 513.95 |
| 2024-12-31 | $1.4M | 2.6k | 538.84 |
| 2024-09-30 | $1.6M | 3.1k | 527.65 |
| 2024-06-30 | $436k | 871 | 499.97 |
| 2021-12-31 | $335k | 767 | 436.77 |
| 2021-09-30 | $304k | 767 | 396.35 |
| 2021-06-30 | $303k | 767 | 395.05 |
| 2020-09-30 | $265k | 856 | 309.58 |
| 2020-06-30 | $243k | 852 | 285.21 |
| 2020-03-31 | $202k | 852 | 237.09 |
| 2019-12-31 | $251k | 848 | 295.99 |
| 2019-09-30 | $232k | 846 | 274.23 |
| 2019-06-30 | $229k | 846 | 270.69 |
| 2019-03-31 | $220k | 846 | 260.05 |