EP Wealth Advisors, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VIGI and the CUSIP is 921946810. A total of 266 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
EP Wealth Advisors, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$141,614,368
+15.8%
1,985,341
+5.9%
2.20%
+24.6%
Q2 2023$122,288,246
+565.3%
1,875,304
+1471.3%
1.76%
+457.9%
Q1 2023$18,381,320
-79.8%
119,351
-90.9%
0.32%
-80.7%
Q4 2022$91,028,047
+41.1%
1,307,311
+25.6%
1.64%
+12.1%
Q3 2022$64,531,000
+28.8%
1,040,993
+42.6%
1.46%
+29.7%
Q2 2022$50,103,000
+13.8%
730,252
+31.1%
1.13%
+16.6%
Q1 2022$44,037,000
+43.6%
557,119
+55.2%
0.97%
+33.4%
Q4 2021$30,669,000
+21.2%
359,039
+23.8%
0.72%
+4.5%
Q3 2021$25,296,000
+60.0%
289,989
+60.4%
0.69%
+58.4%
Q2 2021$15,814,000
+186.5%
180,772
+171.3%
0.44%
+150.3%
Q1 2021$5,519,000
+1592.9%
66,629
+1561.6%
0.18%
+1490.9%
Q4 2020$326,000
+12.8%
4,0100.0%0.01%
-8.3%
Q3 2020$289,000
+7.4%
4,0100.01%
+9.1%
Q2 2020$269,000
+15.0%
0
-100.0%
0.01%0.0%
Q1 2020$234,000
-19.0%
4,0100.0%0.01%
-8.3%
Q4 2019$289,000
+8.2%
4,0100.0%0.01%
-7.7%
Q3 2019$267,000
-19.8%
4,010
-18.2%
0.01%
-38.1%
Q2 2019$333,000
+5.0%
4,9000.0%0.02%
-30.0%
Q1 2019$317,000
+22.4%
4,900
+9.1%
0.03%
+50.0%
Q4 2018$259,0004,4900.02%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Capital Advantage, Inc. 463,475$37,922,0009.09%
Tanglewood Wealth Management, Inc. 532,952$45,525,0007.55%
PERRITT CAPITAL MANAGEMENT INC 154,002$13,155,0006.81%
Select Asset Management & Trust 117,298$10,020,0006.63%
ESL Trust Services, LLC 268,160$22,906,0006.59%
American Financial Advisors, LLC 534,589$45,665,0005.81%
Edge Capital Group, LLC 946,683$80,866,0005.73%
Navalign, LLC 133,132$11,372,0004.54%
Insight Wealth Strategies, LLC 343,128$29,310,0004.18%
Ackerman Capital Advisors, LLC 206,020$17,598,0004.04%
View complete list of VANGUARD WHITEHALL FDS shareholders