55I, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VAW and the CUSIP is 92204A801. A total of 302 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 1.46 and the average weighting 0.3%.

Quarter-by-quarter ownership
55I, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2022$1,195,000
-16.2%
8,053
-9.5%
0.03%
-17.5%
Q2 2022$1,426,000
+3.2%
8,899
+24.8%
0.04%
+21.2%
Q1 2022$1,382,000
+4.7%
7,130
+6.4%
0.03%
-2.9%
Q4 2021$1,320,000
+15.2%
6,702
+1.3%
0.03%0.0%
Q3 2021$1,146,000
-0.3%
6,614
+4.1%
0.03%
-17.1%
Q2 2021$1,149,000
+8.9%
6,355
+4.2%
0.04%
-22.6%
Q1 2021$1,055,000
+9.8%
6,100
-0.3%
0.05%
-26.4%
Q4 2020$961,000
+12.9%
6,120
-3.2%
0.07%
-6.5%
Q3 2020$851,000
+36.6%
6,323
+22.4%
0.08%
-18.1%
Q2 2020$623,000
-7.4%
5,164
-16.2%
0.09%
-51.3%
Q1 2020$673,000
+64.1%
6,163
+101.9%
0.19%
+10.3%
Q4 2019$410,000
-16.7%
3,053
-21.6%
0.18%
-27.1%
Q3 2019$492,000
+28.5%
3,894
+30.5%
0.24%
+11.1%
Q2 2019$383,0002,9850.22%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
TrueWealth Financial Partners 69,762$12,035,3479.90%
Beacon Capital Management, Inc. 1,133,264$195,510,6907.24%
Tranquilli Financial Advisor LLC 30,485$5,259,2723.80%
Strengthening Families & Communities, LLC 34,886$6,0192.60%
Axiom Financial Strategies, LLC 12,155$2,096,9361.41%
Vickerman Investment Advisors, Inc. 19,969$3,444,9831.41%
Centered Wealth LLC dba Miller Equity Capital Advisors 15,642$2,698,5581.40%
Strategic Wealth Investment Group, LLC 34,572$5,964,2981.08%
Private Wealth Advisors, LLC 11,818$2,038,8450.86%
RESOURCES MANAGEMENT CORP /CT/ /ADV 30,279$5,2240.85%
View complete list of VANGUARD WORLD FDS shareholders