LYELL WEALTH MANAGEMENT, LP
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1686444
MENLO PARK, CA
Position in VB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$630,703
+$9,560 QoQ
Shares Held
2,408
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $630,703 | 2,408 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $621,143 | 2,408 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $612,306 | 2,408 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $570,647 | 2,408 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $604,712 | 2,727 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $796,528 | 3,315 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $863,918 | 3,642 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $629,481 | 2,887 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $659,939 | 2,887 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $632,950 | 2,967 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $615,800 | 3,257 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $677,021 | 3,404 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $699,855 | 3,692 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $704,426 | 3,838 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $767,044 | 4,488 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $790,381 | 4,488 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $810,338 | 3,813 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,155,589 | 5,113 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,074,325 | 4,913 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,106,800 | 4,913 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $982,199 | 4,588 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $425,959 | 2,188 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||