EP Wealth Advisors, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VWOB and the CUSIP is 921946885. A total of 216 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$23,634,623
+40.7%
399,503
+99.8%
0.37%
+51.7%
Q2 2023$16,803,082
-77.8%
200,000
-89.3%
0.24%
-81.4%
Q1 2023$75,762,293
+679.8%
1,875,304
+1077.0%
1.30%
+644.6%
Q4 2022$9,715,600
+35.7%
159,324
+28.0%
0.18%
+8.0%
Q3 2022$7,157,000
+21.0%
124,488
+29.0%
0.16%
+21.8%
Q2 2022$5,914,000
+90.2%
96,473
+116.7%
0.13%
+95.6%
Q1 2022$3,110,000
+35.2%
44,513
+50.2%
0.07%
+25.9%
Q4 2021$2,301,000
+15.9%
29,627
+16.8%
0.05%0.0%
Q3 2021$1,986,000
+37.6%
25,370
+40.4%
0.05%
+35.0%
Q2 2021$1,443,000
+219.2%
18,071
+209.6%
0.04%
+185.7%
Q1 2021$452,0005,8370.01%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Marotta Asset Management 330,967$26,113,296,0007.92%
Versant Capital Management, Inc 190,223$15,008,0006.69%
CENTRAL BANK & TRUST CO 363,197$28,656,0005.36%
BlueSky Wealth Advisors, LLC 250,228$20,008,0005.22%
Hurlow Wealth Management Group, Inc. 56,010$4,419,0004.05%
Verde Capital Management 84,552$6,671,0003.80%
DOWLING & YAHNKE LLC 580,841$45,828,0003.68%
Axiom Financial Strategies, LLC 69,438$5,479,0003.29%
MBM Wealth Consultants, LLC 61,782$4,874,0003.11%
Wilshire Advisors LLC 34,566$2,727,0002.77%
View complete list of VANGUARD WHITEHALL FDS shareholders