Ownership history in 55I, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which 55I, LLC reported a position in VANGUARD INDEX FDS (VTI). 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 | 191,412 | +60,628 | +46.4% | 0.96% | $34.4M | $171.39 |
| 2022 Q2 | ADDED | 130,784 | +38,174 | +41.2% | 0.69% | $24.7M | $179.37 |
| 2022 Q1 | ADDED | 92,610 | +16,608 | +21.9% | 0.50% | $21.1M | $215.64 |
| 2021 Q4 | ADDED | 76,002 | +35,348 | +86.9% | 0.47% | $18.4M | $227.97 |
| 2021 Q3 | ADDED | 40,654 | +16,255 | +66.6% | 0.27% | $9.0M | $208.93 |
| 2021 Q2 | ADDED | 24,399 | +13,208 | +118.0% | 0.19% | $5.4M | $208.98 |
| 2021 Q1 | REDUCED | 11,191 | -2,215 | -16.5% | 0.12% | $2.3M | $193.26 |
| 2020 Q4 | ADDED | 13,406 | +2,614 | +24.2% | 0.19% | $2.6M | $181.39 |
| 2020 Q3 | ADDED | 10,792 | +2,422 | +28.9% | 0.17% | $1.8M | $158.07 |
| 2020 Q2 | ADDED | 8,370 | +5,891 | +237.6% | 0.20% | $1.3M | $144.69 |
As of 2025 Q4 — sorted by position size