Vanguard Group
ENV

Vanguard Group’s ENVESTNET, INC. ENV Stock Holding History

Vanguard Group’s Portfolio ENV Stock Details ENV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,388,405
Closed -$400M – 4397
2024
Q3 		$400M Buy
6,388,405
+255,053
+4% +$15.9M 0.01% 1165
2024
Q2 		$384M Buy
6,133,352
+34,817
+0.6% +$2.19M 0.01% 1116
2024
Q1 		$353M Buy
6,098,535
+83,081
+1% +$4.34M 0.01% 1188
2023
Q4 		$298M Buy
6,015,454
+687,202
+13% +$28.1M 0.01% 1294
2023
Q3 		$235M Sell
5,328,252
-30,755
-0.6% -$1.69M 0.01% 1350
2023
Q2 		$318M Sell
5,359,007
-197,609
-4% -$11.4M 0.01% 1202
2023
Q1 		$326M Buy
5,556,616
+35,646
+0.6% +$2.21M 0.01% 1155
2022
Q4 		$341M Buy
5,520,970
+103,653
+2% +$5.52M 0.01% 1096
2022
Q3 		$241M Buy
5,417,317
+49,658
+0.9% +$2.65M 0.01% 1282
2022
Q2 		$283M Buy
5,367,659
+240,468
+5% +$16.4M 0.01% 1207
2022
Q1 		$382M Sell
5,127,191
-2,886
-0.1% -$211K 0.01% 1134
2021
Q4 		$407M Buy
5,130,077
+24,483
+0.5% +$1.99M 0.01% 1135
2021
Q3 		$410M Sell
5,105,594
-20,816
-0.4% -$1.59M 0.01% 1106
2021
Q2 		$389M Buy
5,126,410
+164,758
+3% +$12.1M 0.01% 1152
2021
Q1 		$358M Buy
4,961,652
+103,117
+2% +$8.02M 0.01% 1181
2020
Q4 		$400M Buy
4,858,535
+126,505
+3% +$10.2M 0.01% 1008
2020
Q3 		$365M Sell
4,732,030
-185,545
-4% -$14.8M 0.01% 916
2020
Q2 		$362M Buy
4,917,575
+91,710
+2% +$5.99M 0.01% 915
2020
Q1 		$260M Buy
4,825,865
+97,231
+2% +$6.97M 0.01% 977
2019
Q4 		$329M Buy
4,728,634
+101,982
+2% +$6.63M 0.01% 1076
2019
Q3 		$262M Buy
4,626,652
+135,594
+3% +$8.56M 0.01% 1168
2019
Q2 		$307M Buy
4,491,058
+384,026
+9% +$26.4M 0.01% 1088
2019
Q1 		$269M Buy
4,107,032
+81,748
+2% +$4.71M 0.01% 1157
2018
Q4 		$198M Buy
4,025,284
+82,437
+2% +$4.42M 0.01% 1249
2018
Q3 		$240M Buy
3,942,847
+112,801
+3% +$6.82M 0.01% 1256
2018
Q2 		$210M Buy
3,830,046
+193,987
+5% +$10.8M 0.01% 1319
2018
Q1 		$208M Buy
3,636,059
+69,197
+2% +$3.8M 0.01% 1271
2017
Q4 		$178M Buy
3,566,862
+82,812
+2% +$4.29M 0.01% 1381
2017
Q3 		$178M Buy
3,484,050
+29,427
+0.9% +$1.26M 0.01% 1355
2017
Q2 		$137M Buy
3,454,623
+188,892
+6% +$6.79M 0.01% 1485
2017
Q1 		$105M Buy
3,265,731
+150,179
+5% +$5.46M 0.01% 1620
2016
Q4 		$110M Buy
3,115,552
+100,878
+3% +$3.62M 0.01% 1567
2016
Q3 		$110M Buy
3,014,674
+131,832
+5% +$5M 0.01% 1493
2016
Q2 		$96M Buy
2,882,842
+95,155
+3% +$3.07M 0.01% 1541
2016
Q1 		$75.8M Buy
2,787,687
+197,774
+8% +$4.64M ﹤0.01% 1655
2015
Q4 		$77.3M Buy
2,589,913
+269,198
+12% +$8.29M 0.01% 1644
2015
Q3 		$69.6M Buy
2,320,715
+33,920
+1% +$1.24M 0.01% 1686
2015
Q2 		$92.5M Buy
2,286,795
+255,431
+13% +$12.3M 0.01% 1576
2015
Q1 		$114M Buy
2,031,364
+77,838
+4% +$4.15M 0.01% 1404
2014
Q4 		$96M Buy
1,953,526
+20,870
+1% +$981K 0.01% 1445
2014
Q3 		$87M Buy
1,932,656
+18,139
+0.9% +$831K 0.01% 1458
2014
Q2 		$93.7M Buy
1,914,517
+583,915
+44% +$23.6M 0.01% 1442
2014
Q1 		$53.5M Buy
1,330,602
+489,659
+58% +$21M ﹤0.01% 1768
2013
Q4 		$33.9M Buy
840,943
+214,078
+34% +$7.8M ﹤0.01% 1968
2013
Q3 		$19.4M Buy
626,865
+32,649
+5% +$906K ﹤0.01% 2120
2013
Q2 		$14.6M Buy
+594,216
New +$12M ﹤0.01% 2175

Other funds holding ENV

SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Vanguard Group's ENV Position: Q4 2024 in Review

Vanguard Group sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 6,388,405 shares — an estimated $400M sold.

Vanguard Group first reported a position in ENV in Q2 2013 and held it in 46 quarters. The position peaked at $410M in Q3 2021. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • Vanguard Group reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • Vanguard Group sold 6,388,405 ENVESTNET, INC. shares in Q4 2024, an estimated $400M.
  • Vanguard Group first reported a position in ENVESTNET, INC. in Q2 2013 and held it in 46 quarters.
  • Vanguard Group's ENVESTNET, INC. position peaked at $410M in Q3 2021.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Vanguard Group's 13F filing for Q4 2024, filed 11 Feb 2025.