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

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,489 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.9%.

Quarter-by-quarter ownership
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$352,224
-2.3%
1,691
+3.2%
0.18%
+0.6%
Q2 2023$360,584
+23.1%
1,638
+17.9%
0.18%
+14.4%
Q1 2023$292,897
+11.4%
1,389
+7.8%
0.15%
-14.5%
Q4 2022$262,810
+5.5%
1,289
-2.7%
0.18%
+2.9%
Q3 2022$249,000
-0.4%
1,325
+4.5%
0.17%
+1.2%
Q2 2022$250,000
-3.5%
1,268
+16.2%
0.17%
+11.7%
Q1 2022$259,000
-38.2%
1,091
-33.7%
0.15%
-36.6%
Q4 2021$419,000
+215.0%
1,646
+193.9%
0.24%
+196.3%
Q3 2021$133,000
+29.1%
560
+29.3%
0.08%
+22.4%
Q2 2021$103,000
+17.0%
433
+8.8%
0.07%
+9.8%
Q1 2021$88,000
+29.4%
398
+20.2%
0.06%
+17.3%
Q4 2020$68,000
+58.1%
331
+36.8%
0.05%
+48.6%
Q3 2020$43,000
+53.6%
242
+43.2%
0.04%
+52.2%
Q2 2020$28,0001690.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Fidato Wealth LLC 100,238$19,754,00025.80%
BCK Partners, Inc. 112,539$22,167,00015.51%
Divergent Planning, LLC 104,832$20,649,00014.84%
JMG Financial Group, Ltd. 1,171,697$230,789,00014.31%
TL Private Wealth 116,040$23,062,00013.44%
Northwest Quadrant Wealth Management, LLC 206,103$41,192,00012.76%
Lake Point Wealth Management 112,787$22,216,00012.62%
Axiom Financial Strategies, LLC 118,989$23,437,00012.33%
Larson Financial Group LLC 353,148$69,560,00012.03%
Riverpoint Wealth Management Holdings, LLC 144,559$28,474,00011.46%
View complete list of VANGUARD INDEX FDS shareholders