VFIAX — Vanguard 500 Index Fund

Ownership history in 55I, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which 55I, LLC reported a position in Vanguard 500 Index Fund (VFIAX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.07% (2022 Q2)
Avg. % of fund
0.04%
First filed
2022 Q1
Last filed
2022 Q2
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2022 Q2 ADDED 6,847 +6,303 +1158.6% 0.07% $2.4M $332.31
2022 Q1 INITIATED 544 — — 0.01% $227K $396.17
% of Fund (quarterly)    VFIAX price (monthly, adj. close)

Other funds also holding VFIAX

As of 2025 Q4 — sorted by position size

FIRST MERCHANTS CORP 3Y 7Y 5.0% FULTON BANK, N.A. 3Y 7Y 2.86% RFP Financial Group LLC 3Y 0.78% NORTHSTAR ASSET MANAGEMENT Co 3Y 7Y 0.6% NORTH STAR ASSET MANAGEMENT INC 3Y 7Y 0.4% Coston, McIsaac & Partners 3Y 0.31% Sequent Asset Management, LLC 3Y 7Y 0.31% NEVILLE RODIE & SHAW INC 3Y 7Y 0.27% Dempze Nancy E 3Y 7Y 0.27% Grey Fox Wealth Advisors, LLC 3Y 0.24%
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