55I, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 402 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.2%.

Quarter-by-quarter ownership
55I, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$1,515,000
+4.1%
14,913
+1.9%
0.04%
+2.4%
Q2 2022$1,456,000
-4.5%
14,638
+2.8%
0.04%
+13.9%
Q1 2022$1,524,000
+36.2%
14,233
-1.3%
0.04%
+24.1%
Q4 2021$1,119,000
+10.5%
14,421
+5.2%
0.03%
-3.3%
Q3 2021$1,013,000
+27.6%
13,713
+31.0%
0.03%
+7.1%
Q2 2021$794,000
+3.8%
10,469
-7.0%
0.03%
-26.3%
Q1 2021$765,000
+24.8%
11,251
-4.9%
0.04%
-17.4%
Q4 2020$613,000
-21.1%
11,825
+24.0%
0.05%
-86.1%
Q4 2019$777,000
+145.9%
9,540
+135.6%
0.33%
+115.6%
Q3 2019$316,000
-59.9%
4,050
-56.3%
0.15%
-65.2%
Q2 2019$788,0009,2660.44%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Marotta Asset Management 427,870$15,591,569,0006.00%
M Financial Asset Management, Inc. 10,537$403,0004.54%
Beacon Capital Management, Inc. 2,210,987$84,504,0004.54%
AJ WEALTH STRATEGIES, LLC 684,753$26,171,0003.55%
STEEL GROVE CAPITAL ADVISORS, LLC 113,500$4,338,0002.83%
CMH Wealth Management LLC 103,332$3,949,0002.31%
Penn Mutual Asset Management 68,000$2,599,0001.88%
STARR INTERNATIONAL CO INC 56,000$2,140,0001.54%
Regis Management CO LLC 145,962$5,579,0001.28%
Zuckerman Investment Group, LLC 108,450$4,145,0001.21%
View complete list of VANGUARD WORLD FDS shareholders