ENVESTNET ASSET MANAGEMENT INC - VANGUARD WORLD FD ownership

VANGUARD WORLD FD's ticker is VSGX and the CUSIP is 921910725. A total of 310 filers reported holding VANGUARD WORLD FD in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of VANGUARD WORLD FD
ValueSharesWeighting
Q2 2024$9,506,128
-4.6%
165,988
-4.3%
0.00%
-25.0%
Q1 2024$9,964,444
+3.3%
173,385
-0.6%
0.00%0.0%
Q4 2023$9,645,779
+7.5%
174,489
-1.9%
0.00%0.0%
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 Q1 2024
NameSharesValueWeighting ↓
Platt Investment Counsel, LLC 199,630$8,672,00012.59%
Refined Wealth Management 236,216$10,261,0009.26%
Crewe Advisors LLC 466,860$20,280,0003.66%
Stewardship Advisors, LLC 191,511$8,319,0003.60%
Northland Capital Management LLC 87,693$3,809,0003.57%
CBIZ Investment Advisory Services, LLC 61,000$2,650,0002.66%
OGOREK ANTHONY JOSEPH /NY/ /ADV 98,139$4,263,0002.03%
Financial Connections Group, Inc. 53,056$2,304,0001.94%
DHK Financial Advisors, Inc. 24,844$1,080,0001.77%
BLUESTEM FINANCIAL ADVISORS, LLC 51,168$2,223,0001.57%
View complete list of VANGUARD WORLD FD shareholders