55I, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.

Quarter-by-quarter ownership
55I, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$8,039,000
+6.2%
35,939
+11.8%
0.22%
+6.1%
Q2 2022$7,570,000
+16.6%
32,144
+25.9%
0.21%
+37.7%
Q1 2022$6,495,000
+4.2%
25,533
+9.1%
0.15%
-3.1%
Q4 2021$6,235,000
+11.9%
23,404
+3.8%
0.16%
-4.2%
Q3 2021$5,571,000
+2.5%
22,538
+2.5%
0.17%
-14.0%
Q2 2021$5,434,000
+8.9%
21,990
+0.8%
0.19%
-23.1%
Q1 2021$4,992,000
+1.2%
21,821
-1.1%
0.25%
-31.8%
Q4 2020$4,935,000
+8.2%
22,056
-1.4%
0.37%
-10.7%
Q3 2020$4,562,000
+10.1%
22,364
+3.9%
0.41%
-34.0%
Q2 2020$4,145,000
-0.1%
21,517
-7.8%
0.62%
-47.7%
Q1 2020$4,148,000
+436.6%
23,338
+479.0%
1.19%
+260.1%
Q4 2019$773,000
-51.8%
4,031
-57.8%
0.33%
-57.7%
Q3 2019$1,603,000
+183.2%
9,560
+193.7%
0.78%
+146.2%
Q2 2019$566,000
+178.8%
3,255
+176.8%
0.32%
+97.5%
Q1 2019$203,0001,1760.16%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 239,817$59,48715.52%
PGIM Custom Harvest LLC 931,839$231,142,63410.45%
CORA CAPITAL ADVISORS LLC 57,074$14,157,1449.74%
Allied Investment Advisors, LLC 114,771$28,468,9478.90%
BCM ADVISORS, LLC 111,216$27,196,7617.52%
PARAGON FINANCIAL PARTNERS, INC. 27,292$6,769,8657.49%
Essex Private Wealth Management, LLC 7,976$1,978,5017.42%
ARMSTRONG ADVISORY GROUP, INC 225,914$56,037,9257.38%
Pariax, LLC 21,255$5,272,3036.54%
ASSET PLANNING CORPORATION 30,860$7,654,7656.37%
View complete list of VANGUARD WORLD FDS shareholders