VTSAX — Vanguard Total Stock Market In

Ownership history in 55I, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which 55I, LLC reported a position in Vanguard Total Stock Market In (VTSAX). 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
0.08% (2022 Q2)
Avg. % of fund
0.03%
First filed
2021 Q3
Last filed
2022 Q2
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2022 Q2 ADDED 32,750 +30,818 +1595.1% 0.08% $3.0M $87.31
2022 Q1 REDUCED 1,932 -213 -9.9% 0.01% $214K $105.00
2021 Q4 REDUCED 2,145 -862 -28.7% 0.01% $252K $111.06
2021 Q3 INITIATED 3,007 — — 0.01% $325K $101.74
% of Fund (quarterly)    VTSAX price (monthly, adj. close)

Other funds also holding VTSAX

As of 2025 Q4 — sorted by position size

Disciplina Capital Management LLC 2.39% U S WEALTH GROUP, LLC. 0.3% FULTON BANK, N.A. 3Y 7Y 0.28% Dempze Nancy E 3Y 7Y 0.25% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 0.14% NORTH STAR ASSET MANAGEMENT INC 3Y 7Y 0.14% CENTRAL BANK & TRUST CO 3Y 7Y 0.06% Williams Jones Wealth Management, LLC. 3Y 0.05% Fifth Third Wealth Advisors LLC 0.05% Coston, McIsaac & Partners 3Y 0.05%
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