ENVESTNET ASSET MANAGEMENT INC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is EDV and the CUSIP is 921910709. A total of 93 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is 2.74 and the average weighting 0.3%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$59,089,164
+212.3%
843,769
+288.3%
0.03%
+237.5%
Q2 2023$18,919,884
+255.7%
217,295
+269.9%
0.01%
+166.7%
Q1 2023$5,318,967
+1.8%
58,747
-6.8%
0.00%0.0%
Q4 2022$5,223,523
+4.0%
63,063
+8.9%
0.00%0.0%
Q3 2022$5,023,000
+187.7%
57,930
+232.3%
0.00%
+200.0%
Q2 2022$1,746,000
-38.8%
17,435
-25.6%
0.00%0.0%
Q1 2022$2,851,000
-75.6%
23,424
-71.9%
0.00%
-83.3%
Q4 2021$11,678,000
+26.8%
83,415
+22.8%
0.01%
+20.0%
Q3 2021$9,209,000
+119.2%
67,945
+118.8%
0.01%
+150.0%
Q2 2021$4,202,000
+15.2%
31,049
+6.8%
0.00%0.0%
Q1 2021$3,648,000
-67.4%
29,068
-60.4%
0.00%
-75.0%
Q4 2020$11,183,000
-32.4%
73,426
-26.5%
0.01%
-46.7%
Q3 2020$16,535,000
+10.5%
99,874
+10.8%
0.02%0.0%
Q2 2020$14,964,000
-33.9%
90,129
-33.2%
0.02%
-44.4%
Q1 2020$22,626,000
+215.4%
134,952
+144.5%
0.03%
+237.5%
Q4 2019$7,173,000
-19.3%
55,184
-12.2%
0.01%
-20.0%
Q3 2019$8,884,000
+6.1%
62,872
-4.7%
0.01%
-9.1%
Q2 2019$8,377,000
-35.4%
65,953
-39.4%
0.01%
-38.9%
Q1 2019$12,971,000
+552.5%
108,846
+521.2%
0.02%
+500.0%
Q4 2018$1,988,000
+353.9%
17,523
+357.6%
0.00%
+200.0%
Q2 2018$438,000
+4.0%
3,829
+4.3%
0.00%0.0%
Q1 2018$421,000
-97.8%
3,672
-97.7%
0.00%
-97.7%
Q4 2017$19,325,000
+3320.4%
159,723
+3196.0%
0.04%
+4200.0%
Q3 2017$565,000
-36.4%
4,846
-36.0%
0.00%
-50.0%
Q2 2017$888,000
+117.6%
7,573
+105.6%
0.00%
+100.0%
Q1 2017$408,000
-38.1%
3,683
-39.0%
0.00%
-50.0%
Q4 2016$659,000
-88.4%
6,036
-85.5%
0.00%
-90.9%
Q3 2016$5,692,000
+1239.3%
41,707
+1254.6%
0.02%
+1000.0%
Q2 2016$425,000
+7.3%
3,079
-1.4%
0.00%0.0%
Q1 2016$396,000
+5.9%
3,124
-5.5%
0.00%0.0%
Q4 2015$374,000
-6.5%
3,306
-2.0%
0.00%0.0%
Q3 2015$400,000
+1112.1%
3,373
+1163.3%
0.00%
Q4 2014$33,000
+83.3%
267
+59.9%
0.00%
Q3 2014$18,000
+5.9%
1670.0%0.00%
Q2 2014$17,0000.0%1670.0%0.00%
Q1 2014$17,000
+13.3%
1670.0%0.00%
Q4 2013$15,000
-6.2%
1670.0%0.00%
Q3 2013$16,000
-79.2%
167
-78.0%
0.00%
-100.0%
Q2 2013$77,0007600.00%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2021
NameSharesValueWeighting ↓
Fortis Advisors, LLC 44,682$6,805,0006.00%
Summit Rock Advisors, LP 97,773$14,891,0005.19%
Forefront Analytics, LLC 50,653$7,706,0003.35%
RHS Financial, LLC 16,148$2,459,0002.11%
Beacon Capital Management, Inc. 295,435$44,995,0001.96%
Paragon Advisors, LLC 19,470$2,971,0001.60%
TrueWealth Advisors, LLC 12,204$1,758,0001.51%
Almanack Investment Partners, LLC. 69,881$10,643,0001.22%
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 5,039$767,0001.15%
Newport Capital Group, LLC 8,120$1,237,0001.07%
View complete list of VANGUARD WORLD FD shareholders