ENVESTNET ASSET MANAGEMENT INC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 193 filers reported holding VANGUARD WORLD FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q3 2023$8,972,869
-6.3%
177,892
-1.4%
0.00%0.0%
Q2 2023$9,580,724
+7.3%
180,394
+5.8%
0.00%0.0%
Q1 2023$8,928,019
+24.3%
170,512
+16.8%
0.00%0.0%
Q4 2022$7,180,212
+115.9%
145,969
+90.7%
0.00%
+100.0%
Q3 2022$3,325,000
-16.8%
76,549
-6.1%
0.00%0.0%
Q2 2022$3,996,000
-1.1%
81,482
+15.4%
0.00%0.0%
Q1 2022$4,040,000
+2.9%
70,624
+11.5%
0.00%0.0%
Q4 2021$3,928,000
+8.7%
63,335
+8.2%
0.00%0.0%
Q3 2021$3,614,000
+19.3%
58,528
+23.9%
0.00%0.0%
Q2 2021$3,029,000
+17.2%
47,224
+12.1%
0.00%0.0%
Q1 2021$2,584,000
+155.1%
42,110
+146.4%
0.00%
+100.0%
Q4 2020$1,013,000
+248.1%
17,090
+203.3%
0.00%
Q3 2020$291,000
+26.0%
5,635
+17.5%
0.00%
Q2 2020$231,0004,7940.00%
Other shareholders
VANGUARD WORLD FD shareholders Q2 2021
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 461,212$28,305,00025.32%
Wealthsimple US, Ltd. 477,546$29,307,00017.36%
LEO BROKERAGE, LLC 422,231$25,912,0007.35%
OGOREK ANTHONY JOSEPH /NY/ /ADV 94,307$5,787,0002.85%
Laurel Wealth Planning LLC 40,935$2,512,0002.30%
Crewe Advisors LLC 144,333$8,858,0002.20%
Orgel Wealth Management, LLC 200,785$12,322,0001.74%
Diversified Portfolios, Inc. 82,885$5,087,0001.67%
Stewardship Advisors, LLC 45,745$2,807,0001.10%
SPINNAKER TRUST 199,534$12,245,0000.92%
View complete list of VANGUARD WORLD FD shareholders