55I, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDC and the CUSIP is 92204A207. A total of 476 filers reported holding VANGUARD WORLD FDS in Q1 2022. The put-call ratio across all filers is 1.18 and the average weighting 0.4%.

Quarter-by-quarter ownership
55I, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$3,050,000
-13.2%
17,754
-6.4%
0.08%
-13.3%
Q2 2022$3,515,000
+84.2%
18,966
+94.7%
0.10%
+117.8%
Q1 2022$1,908,000
+1.2%
9,740
+3.3%
0.04%
-6.2%
Q4 2021$1,885,000
+20.0%
9,432
+7.6%
0.05%
+2.1%
Q3 2021$1,571,000
-3.1%
8,764
-1.4%
0.05%
-17.5%
Q2 2021$1,622,000
+16.4%
8,886
+13.7%
0.06%
-18.6%
Q1 2021$1,393,000
+0.1%
7,815
-2.4%
0.07%
-32.7%
Q4 2020$1,392,000
+0.4%
8,006
-5.7%
0.10%
-16.8%
Q3 2020$1,387,000
-0.2%
8,488
-8.6%
0.12%
-40.2%
Q2 2020$1,390,000
-27.3%
9,291
-28.5%
0.21%
-61.9%
Q1 2020$1,912,000
+142.0%
12,998
+165.2%
0.55%
+62.4%
Q4 2019$790,000
+6.2%
4,901
+3.1%
0.34%
-6.9%
Q3 2019$744,0004,7530.36%
Other shareholders
VANGUARD WORLD FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 444,715$79,702,00013.48%
Elwood & Goetz Wealth Advisory Group, LLC 114,780$20,571,0007.10%
Beacon Capital Management, Inc. 984,980$176,528,0006.53%
Blankinship & Foster, LLC 88,976$15,946,0006.48%
Marotta Asset Management 105,837$18,968,107,0004.58%
CMH Wealth Management LLC 68,883$12,345,0004.05%
Tatro Capital, LLC 24,014$4,304,0003.36%
Tranquilli Financial Advisor LLC 23,257$4,168,0003.12%
Curran Financial Partners, LLC 32,249$5,789,0002.96%
Royal Fund Management, LLC 94,496$16,935,0002.47%
View complete list of VANGUARD WORLD FDS shareholders