Ownership history in 55I, LLC · 10 quarters on record
This page tracks every 13F SEC filing in which 55I, LLC reported a position in VANGUARD INDEX FDS (VOO). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2022 Q3 | ADDED | 218,351 | +19,263 | +9.7% | 2.00% | $71.7M | $313.53 |
| 2022 Q2 | ADDED | 199,088 | +3,489 | +1.8% | 1.93% | $69.1M | $329.83 |
| 2022 Q1 | ADDED | 195,599 | +34,006 | +21.0% | 1.92% | $81.2M | $393.15 |
| 2021 Q4 | ADDED | 161,593 | +763 | +0.5% | 1.80% | $70.5M | $412.02 |
| 2021 Q3 | ADDED | 160,830 | +38,120 | +31.1% | 1.89% | $63.4M | $370.87 |
| 2021 Q2 | ADDED | 122,710 | +63,565 | +107.5% | 1.71% | $48.3M | $368.83 |
| 2021 Q1 | ADDED | 59,145 | +56,686 | +2305.2% | 1.08% | $21.5M | $340.29 |
| 2020 Q3 | REDUCED | 2,459 | -18,558 | -88.3% | 0.07% | $757K | $285.20 |
| 2020 Q2 | ADDED | 21,017 | +20,249 | +2636.6% | 0.90% | $6.0M | $261.63 |
| 2019 Q4 | INITIATED | 768 | — | — | 0.10% | $227K | $270.37 |
As of 2025 Q4 — sorted by position size