Walled Lake Planning & Wealth Management, LLC Vanguard Mid Cap Value Index F Call Options Transaction History

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding VOE

# of Institutions

1,107

Shares Held

68M

Call Options Held

28.7K

Put Options Held

1.8K

Betterment LLC New York, NY

4.68M
Shares

$766 Million
1.89% of portfolio
Morgan Stanley New York, NY

4.58M
Shares

$750 Million
0.06% of portfolio
Assetmark, Inc

3.65M
Shares

$598 Million
1.76% of portfolio
Royal Bank Of Canada Toronto, A6

3.19M
Shares

$522 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.08M
Shares

$504 Million
0.04% of portfolio

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About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
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