WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,085 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 4.29 and the average weighting 2.4%.

Quarter-by-quarter ownership
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,010,501
-2.3%
5,120
+1.3%
1.01%
+0.6%
Q2 2023$2,057,998
+14.5%
5,053
+5.7%
1.00%
+6.3%
Q1 2023$1,798,002
+10.0%
4,781
+2.8%
0.94%
-15.4%
Q4 2022$1,634,448
+5.2%
4,652
-1.7%
1.11%
+2.6%
Q3 2022$1,554,000
-3.5%
4,734
+1.9%
1.09%
-2.2%
Q2 2022$1,611,000
-12.4%
4,645
+4.8%
1.11%
+1.4%
Q1 2022$1,840,000
-18.5%
4,432
-14.3%
1.10%
-16.4%
Q4 2021$2,259,000
+49.9%
5,174
+35.4%
1.31%
+41.0%
Q3 2021$1,507,000
+3.9%
3,822
+3.7%
0.93%
-1.5%
Q2 2021$1,450,000
+9.8%
3,686
+1.6%
0.94%
+2.9%
Q1 2021$1,321,000
+10.2%
3,627
+4.0%
0.92%
+0.5%
Q4 2020$1,199,000
+18.4%
3,488
+6.0%
0.91%
+11.0%
Q3 2020$1,013,000
+13.3%
3,292
+4.4%
0.82%
+9.8%
Q2 2020$894,000
+29.4%
3,154
+8.1%
0.75%
+18.4%
Q1 2020$691,0002,9180.63%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
GLOBE LIFE INC. 676,297$168,743,000100.00%
E-L Financial Corp Ltd 1,658,612$542,366,00080.83%
Mangham Associates,LLC 313,128$78,128,00068.74%
TIFF ADVISORY SERVICES, LLC 559,752$139,664,00064.91%
Symetra Life Insurance Co 1,153,694$287,858,00063.26%
Strategic Wealth Partners Group, LLC 18,251$2,903,703,00057.25%
JBF Capital, Inc. 1,458,168$363,827,00054.83%
HM Capital Management, LLC 256,725$64,055,00049.33%
SCHRODERS IS Ltd 2,736,726$682,840,00045.70%
Mercer Investments LLC 13,346$3,329,999,00043.75%
View complete list of VANGUARD INDEX FDS shareholders