ENVESTNET ASSET MANAGEMENT INC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 374 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.88 and the average weighting 0.2%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$91,272,939
+181.9%
715,642
+214.3%
0.04%
+200.0%
Q2 2023$32,374,263
-7.6%
227,715
-4.1%
0.01%
-17.6%
Q1 2023$35,023,339
-12.2%
237,414
-8.8%
0.02%
-19.0%
Q4 2022$39,907,370
+11.6%
260,220
+3.5%
0.02%
+5.0%
Q3 2022$35,754,000
+23.1%
251,328
+31.8%
0.02%
+25.0%
Q2 2022$29,050,000
-72.5%
190,682
-70.8%
0.02%
-69.8%
Q1 2022$105,797,000
+10.5%
653,838
+6.8%
0.05%
+12.8%
Q4 2021$95,754,000
+27.6%
612,263
+13.5%
0.05%
+14.6%
Q3 2021$75,071,000
+1.5%
539,459
+1.3%
0.04%
-2.4%
Q2 2021$73,933,000
-19.6%
532,795
-18.6%
0.04%
-30.0%
Q1 2021$91,946,000
+8.2%
654,377
+5.7%
0.06%
-6.2%
Q4 2020$84,991,000
+26.0%
619,377
+18.6%
0.06%
+6.7%
Q3 2020$67,431,000
-6.7%
522,315
-10.7%
0.06%
-15.5%
Q2 2020$72,303,000
+40.2%
584,646
+38.2%
0.07%
+16.4%
Q1 2020$51,571,000
-24.5%
422,956
-11.5%
0.06%
-15.3%
Q4 2019$68,279,000
+0.9%
477,846
+1.5%
0.07%
-2.7%
Q3 2019$67,653,000
+18.6%
470,960
+9.7%
0.07%
+2.8%
Q2 2019$57,062,000
-1.4%
429,266
-3.9%
0.07%
-8.9%
Q1 2019$57,862,000
+75.2%
446,464
+59.3%
0.08%
+54.9%
Q4 2018$33,030,000
+3.0%
280,315
+3.0%
0.05%
-7.3%
Q3 2018$32,067,000
+28.2%
272,053
+26.1%
0.06%
-3.5%
Q2 2018$25,017,000
+3.0%
215,751
+1.5%
0.06%
-17.4%
Q1 2018$24,293,000
-7.2%
212,488
-5.4%
0.07%
+19.0%
Q4 2017$26,177,000
-19.7%
224,516
-19.6%
0.06%
-25.6%
Q3 2017$32,614,000
+24.5%
279,277
+21.8%
0.08%
+8.3%
Q2 2017$26,195,000
+0.8%
229,256
-0.7%
0.07%
-13.3%
Q1 2017$25,993,000
+146.1%
230,786
+133.8%
0.08%
+118.4%
Q4 2016$10,560,000
+13.0%
98,697
+13.0%
0.04%
+5.6%
Q3 2016$9,342,000
+479.9%
87,339
+520.9%
0.04%
+500.0%
Q2 2016$1,611,000
+4.7%
14,066
-1.7%
0.01%
-14.3%
Q1 2016$1,538,000
+12.1%
14,303
-2.1%
0.01%
+16.7%
Q4 2015$1,372,000
-3.0%
14,608
-3.9%
0.01%
-14.3%
Q3 2015$1,414,000
-47.6%
15,202
-49.3%
0.01%
-46.2%
Q2 2015$2,698,000
+53.4%
30,007
+65.3%
0.01%
+44.4%
Q1 2015$1,759,000
+458.4%
18,158
+489.7%
0.01%
+200.0%
Q4 2014$315,000
+53.7%
3,079
+37.1%
0.00%
+50.0%
Q3 2014$205,000
-31.9%
2,245
-27.8%
0.00%
-33.3%
Q2 2014$301,000
-30.2%
3,111
-34.7%
0.00%
-40.0%
Q1 2014$431,000
-43.4%
4,764
-47.8%
0.01%
-44.4%
Q4 2013$761,000
-74.9%
9,135
-75.4%
0.01%
-75.7%
Q3 2013$3,036,000
+11.0%
37,192
+11.8%
0.04%
+5.7%
Q2 2013$2,735,00033,2730.04%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 666,667$82,447,0004.21%
Newport Wealth Strategies, Inc. 36,935$4,568,0004.17%
STABLEFORD CAPITAL II LLC 39,286$4,858,0003.64%
Stonebridge Financial Planning Group, LLC 26,398$3,345,0002.85%
TAP Consulting, LLC 45,754$5,658,0002.78%
Briaud Financial Planning, Inc 27,995$3,462,0002.64%
Freedom Investment Management, Inc. 175,166$21,663,0002.36%
Hamilton Wealth, LLC 63,558$7,860,0002.34%
Castle Rock Wealth Management, LLC 29,800$3,953,0002.32%
Tatro Capital, LLC 12,984$1,606,0002.30%
View complete list of VANGUARD WORLD FDS shareholders