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

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,182 filers reported holding VANGUARD INDEX FDS in Q1 2022. The put-call ratio across all filers is 2.80 and the average weighting 2.7%.

Quarter-by-quarter ownership
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$655,000
-14.0%
3,652
-9.5%
0.46%
-12.8%
Q2 2022$762,000
-6.3%
4,037
+13.0%
0.52%
+8.5%
Q1 2022$813,000
-5.5%
3,573
+0.3%
0.48%
-3.0%
Q4 2021$860,0003,5620.50%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Allworth Financial LP 1,408,787$135,131,00066.86%
Portfolio Solutions, LLC 3,590,280$344,380,00055.56%
Simon Charitable Public LLC 746,035$71,560,00051.22%
WEALTHCARE CAPITAL MANAGEMENT LLC 2,866,820$274,985,00045.96%
Gibson Capital, LLC 1,195,554$114,677,00043.46%
Novo Holdings A/S 5,958,200$571,510,00042.64%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 1,140,138$109,362,00039.68%
Truepoint, Inc. 2,002,010$192,033,00038.02%
Cranberry Lake Advisors LLC 570,000$54,674,00037.99%
FIRST BUSINESS FINANCIAL SERVICES, INC. 832,425$79,846,00033.23%
View complete list of VANGUARD INDEX FDS shareholders