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

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VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 856 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 0.07 and the average weighting 0.6%.

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Quarter-by-quarter ownership
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$340,603
-5.1%
2,601
+0.3%
0.17%
-2.3%
Q2 2023$358,938
+3.0%
2,594
-0.2%
0.18%
-4.4%
Q1 2023$348,543
-6.5%
2,600
-5.7%
0.18%
-28.0%
Q4 2022$372,702
+9.9%
2,756
-0.9%
0.25%
+7.2%
Q3 2022$339,000
-6.6%
2,781
-0.6%
0.24%
-5.2%
Q2 2022$363,000
-15.0%
2,799
-1.9%
0.25%
-1.6%
Q1 2022$427,000
-0.5%
2,853
+0.1%
0.25%
+2.0%
Q4 2021$429,000
+8.1%
2,851
+0.3%
0.25%
+1.6%
Q3 2021$397,000
-1.2%
2,842
-0.8%
0.24%
-6.1%
Q2 2021$402,000
+3.3%
2,864
-0.8%
0.26%
-3.3%
Q1 2021$389,000
+12.1%
2,886
-1.1%
0.27%
+2.3%
Q4 2020$347,000
+15.3%
2,917
-1.7%
0.26%
+8.2%
Q3 2020$301,000
+2.7%
2,966
-3.3%
0.24%
-0.4%
Q2 2020$293,000
+13.1%
3,066
-3.6%
0.24%
+3.4%
Q1 2020$259,000
-42.8%
3,180
-16.3%
0.24%
-27.5%
Q4 2019$453,000–3,801–0.33%–
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Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 930,893$121,909,74713.13%
SYM FINANCIAL Corp 461,706$60,465,00010.73%
COLUMBIA ADVISORY PARTNERS LLC 67,846$8,885,1699.68%
Dougherty Wealth Advisers LLC 63,058$8,258,0769.56%
BHK Investment Advisors, LLC 156,323$20,472,1139.42%
Pacific Life Fund Advisors LLC 611,954$80,141,4968.48%
Marotta Asset Management 247,843$32,457,5207.51%
Praetorian Wealth Management, Inc. 153,896$20,154,2206.41%
INSPIRION WEALTH ADVISORS, LLC 247,203$32,373,7076.31%
Rodgers & Associates, LTD 307,044$40,210,4466.08%
View complete list of VANGUARD INDEX FDS shareholders