ENVESTNET ASSET MANAGEMENT INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 762 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$125,282,757
+128.0%
532,891
+137.5%
0.06%
+137.5%
Q2 2023$54,940,906
-1.7%
224,413
-4.3%
0.02%
-11.1%
Q1 2023$55,913,746
-31.9%
234,479
-29.2%
0.03%
-37.2%
Q4 2022$82,102,149
+65.7%
330,990
+49.4%
0.04%
+53.6%
Q3 2022$49,549,000
-0.6%
221,499
+4.6%
0.03%0.0%
Q2 2022$49,846,000
-56.5%
211,659
-53.0%
0.03%
-51.7%
Q1 2022$114,642,000
-10.5%
450,671
-6.3%
0.06%
-7.9%
Q4 2021$128,160,000
+14.8%
481,028
+6.5%
0.06%
+3.3%
Q3 2021$111,638,000
+5.5%
451,623
+5.5%
0.06%
+1.7%
Q2 2021$105,785,000
+17.6%
428,044
+8.9%
0.06%
+3.4%
Q1 2021$89,946,000
+7.5%
393,205
+5.1%
0.06%
-7.9%
Q4 2020$83,678,000
+17.4%
374,013
+7.1%
0.06%0.0%
Q3 2020$71,266,000
-5.6%
349,342
-10.9%
0.06%
-14.9%
Q2 2020$75,501,000
+28.3%
391,907
+10.7%
0.07%
+5.7%
Q1 2020$58,826,000
-21.0%
354,179
-8.8%
0.07%
-11.4%
Q4 2019$74,480,000
+44.7%
388,445
+26.5%
0.08%
+41.1%
Q3 2019$51,480,000
-3.6%
307,016
-0.0%
0.06%
-16.4%
Q2 2019$53,423,000
-5.7%
307,137
-6.5%
0.07%
-14.1%
Q1 2019$56,653,000
+46.8%
328,460
+36.7%
0.08%
+30.0%
Q4 2018$38,589,000
-13.3%
240,280
-2.6%
0.06%
-22.1%
Q3 2018$44,504,000
+41.9%
246,684
+25.1%
0.08%
+6.9%
Q2 2018$31,368,000
+16.5%
197,113
+11.4%
0.07%
-5.3%
Q1 2018$26,924,000
-12.5%
176,997
-11.3%
0.08%
+11.8%
Q4 2017$30,757,000
+0.6%
199,537
-0.6%
0.07%
-6.8%
Q3 2017$30,568,000
+6.0%
200,730
+2.6%
0.07%
-8.8%
Q2 2017$28,844,000
+18.3%
195,726
+10.6%
0.08%
+2.6%
Q1 2017$24,381,000
+7.7%
176,904
-0.9%
0.08%
-4.9%
Q4 2016$22,628,000
+60.5%
178,507
+68.2%
0.08%
+49.1%
Q3 2016$14,101,000
+16.5%
106,112
+14.4%
0.06%
+14.6%
Q2 2016$12,102,000
+39.0%
92,742
+31.4%
0.05%
+29.7%
Q1 2016$8,704,000
-18.2%
70,595
-11.9%
0.04%
-22.9%
Q4 2015$10,644,000
+6.5%
80,099
-1.8%
0.05%
-4.0%
Q3 2015$9,995,000
-7.6%
81,550
+5.5%
0.05%
-2.0%
Q2 2015$10,814,000
+49.6%
77,264
+44.8%
0.05%
+37.8%
Q1 2015$7,231,000
+202.6%
53,357
+180.4%
0.04%
+54.2%
Q4 2014$2,390,000
+58.4%
19,031
+47.5%
0.02%
+60.0%
Q3 2014$1,509,000
-26.2%
12,901
-29.5%
0.02%
-28.6%
Q2 2014$2,044,000
+59.9%
18,310
+53.2%
0.02%
+50.0%
Q1 2014$1,278,000
-50.2%
11,955
-52.9%
0.01%
-51.7%
Q4 2013$2,567,000
-53.4%
25,390
-57.0%
0.03%
-56.7%
Q3 2013$5,503,000
-27.0%
59,079
-32.3%
0.07%
-31.6%
Q2 2013$7,543,00087,3110.10%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Pariax, LLC 18,636$4,443,94113.52%
PGIM Custom Harvest LLC 931,201$222,054,2949.21%
AMI INVESTMENT MANAGEMENT INC 79,910$19,055,3388.89%
Allied Investment Advisors, LLC 117,886$28,111,0968.71%
BCM ADVISORS, LLC 107,056$26,473,8787.16%
Morningstar Investment Management LLC 199,110$47,4807.08%
Essex Private Wealth Management, LLC 7,902$1,884,2506.84%
PARAGON FINANCIAL PARTNERS, INC. 27,101$6,462,4226.77%
Wealth Management Solutions, LLC 48,001$11,446,2266.59%
ASSET PLANNING CORPORATION 31,046$7,403,1505.95%
View complete list of VANGUARD WORLD FDS shareholders