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 ↓
Divergent Planning, LLC 93,555$22,568,00018.25%
JMG Financial Group, Ltd. 1,364,599$323,082,00018.03%
SEARCY FINANCIAL SERVICES INC /ADV 117,250$27,760,00016.96%
BCK Partners, Inc. 111,104$26,305,00016.70%
FIDELIS iM, LLC 105,229$24,914,00015.46%
TL Private Wealth 108,927$27,501,00015.03%
Larson Financial Group LLC 314,131$74,374,00014.76%
Northwest Quadrant Wealth Management, LLC 186,847$44,735,00012.82%
Riverpoint Wealth Management Holdings, LLC 142,799$33,809,00011.87%
Ballast, Inc. 113,914$26,970,00011.37%
View complete list of VANGUARD INDEX FDS shareholders