ENVESTNET ASSET MANAGEMENT INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,032 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.6%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$194,585,557
+13.2%
468,994
+20.6%
0.09%
+17.1%
Q2 2023$171,933,507
+5.6%
388,849
-8.0%
0.08%
-2.6%
Q1 2023$162,865,931
+70.5%
422,513
+41.3%
0.08%
+59.2%
Q4 2022$95,524,471
+6.9%
299,065
+2.8%
0.05%
-3.9%
Q3 2022$89,380,000
-14.0%
290,789
-8.6%
0.05%
-12.1%
Q2 2022$103,917,000
-51.2%
318,226
-37.7%
0.06%
-45.8%
Q1 2022$212,804,000
-12.0%
510,958
-3.1%
0.11%
-10.8%
Q4 2021$241,725,000
+26.0%
527,575
+10.4%
0.12%
+14.3%
Q3 2021$191,783,000
-0.1%
477,893
-0.7%
0.10%
-3.7%
Q2 2021$191,886,000
+19.0%
481,175
+7.0%
0.11%
+3.8%
Q1 2021$161,264,000
+14.7%
449,842
+13.2%
0.10%
-0.9%
Q4 2020$140,561,000
+7.8%
397,299
-5.1%
0.11%
-7.8%
Q3 2020$130,390,000
+9.0%
418,655
-2.4%
0.12%
-1.7%
Q2 2020$119,611,000
+54.0%
429,158
+17.1%
0.12%
+27.2%
Q1 2020$77,660,000
-15.4%
366,494
-2.3%
0.09%
-5.2%
Q4 2019$91,833,000
+28.1%
375,060
+12.8%
0.10%
+24.4%
Q3 2019$71,691,000
-1.6%
332,597
-3.7%
0.08%
-15.2%
Q2 2019$72,873,000
+1.2%
345,548
-3.7%
0.09%
-7.1%
Q1 2019$72,009,000
+40.9%
358,917
+17.2%
0.10%
+25.3%
Q4 2018$51,110,000
+22.3%
306,359
+48.4%
0.08%
+9.7%
Q3 2018$41,804,000
-15.3%
206,377
-24.1%
0.07%
-36.3%
Q2 2018$49,354,000
+7.5%
272,072
+2.5%
0.11%
-13.1%
Q1 2018$45,903,000
+9.6%
265,499
+4.4%
0.13%
+39.8%
Q4 2017$41,883,000
+3.6%
254,254
-4.4%
0.09%
-4.1%
Q3 2017$40,427,000
+8.7%
266,003
+0.8%
0.10%
-5.8%
Q2 2017$37,184,000
+12.8%
264,014
+8.6%
0.10%
-2.8%
Q1 2017$32,978,000
+10.7%
243,146
-0.8%
0.11%
-1.9%
Q4 2016$29,788,000
-16.6%
245,185
-17.4%
0.11%
-21.7%
Q3 2016$35,735,000
+21.8%
296,875
+8.4%
0.14%
+17.9%
Q2 2016$29,340,000
-6.4%
273,971
-4.3%
0.12%
-13.3%
Q1 2016$31,349,000
-37.1%
286,211
-37.8%
0.14%
-40.3%
Q4 2015$49,846,000
+37.7%
460,302
+27.2%
0.23%
+25.6%
Q3 2015$36,190,000
-9.8%
361,905
-4.2%
0.18%
-5.8%
Q2 2015$40,126,000
+2.2%
377,729
+2.5%
0.19%
-5.9%
Q1 2015$39,247,000
+45.5%
368,447
+42.7%
0.20%
-25.9%
Q4 2014$26,980,000
-0.5%
258,235
-4.6%
0.27%
+0.4%
Q3 2014$27,102,000
-1.5%
270,806
-4.7%
0.27%
-4.5%
Q2 2014$27,515,000
+55.4%
284,280
+46.9%
0.29%
+45.9%
Q1 2014$17,708,000
+9.9%
193,472
+7.5%
0.20%
+5.9%
Q4 2013$16,115,000
-4.1%
179,975
-13.6%
0.18%
-9.8%
Q3 2013$16,810,000
+12.7%
208,307
+3.3%
0.20%
+6.2%
Q2 2013$14,921,000201,6830.19%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
NORTHSTAR ASSET MANAGEMENT LLC 175,909$35,292,00014.37%
Portfolio Strategies, Inc. 81,819$16,415,00012.97%
Harel Insurance Investments & Financial Services Ltd. 846,450$169,823,0009.89%
SEARCY FINANCIAL SERVICES INC /ADV 57,783$11,593,0009.50%
Annex Advisory Services, LLC 275,560$55,286,0008.28%
Beacon Capital Management, Inc. 853,223$171,182,0007.79%
BRANDYWINE OAK PRIVATE WEALTH LLC 174,209$34,951,0007.29%
MFA WEALTH ADVISORS, LLC 55,131$11,052,0007.26%
WBH ADVISORY INC 150,439$30,182,0007.18%
TRUST CO OF OKLAHOMA 77,741$15,597,177,0007.09%
View complete list of VANGUARD WORLD FDS shareholders