EXENCIAL WEALTH ADVISORS, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VGT and the CUSIP is 92204A702. A total of 1,368 filers reported holding VANGUARD WORLD FDS in Q4 2023. The put-call ratio across all filers is 1.53 and the average weighting 0.6%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q2 2024$265,832
-29.7%
461
-36.1%
0.01%
-28.6%
Q1 2024$378,071
+49.6%
721
+38.1%
0.01%
+40.0%
Q4 2023$252,656
+19.2%
522
+2.2%
0.01%0.0%
Q3 2023$212,014
-13.9%
511
-8.3%
0.01%
-9.1%
Q2 2023$246,186
+14.7%
5570.0%0.01%0.0%
Q1 2023$214,622
-1.5%
557
-21.3%
0.01%
-15.4%
Q3 2022$218,000
-29.4%
708
-25.2%
0.01%
-23.5%
Q2 2022$309,000
-31.3%
946
-12.5%
0.02%
-26.1%
Q1 2022$450,000
+50.0%
1,081
+64.8%
0.02%
+53.3%
Q4 2021$300,000
+37.6%
656
+20.6%
0.02%
+66.7%
Q3 2021$218,000
+4.8%
544
+4.4%
0.01%
-18.2%
Q2 2021$208,0005210.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Advisors Preferred, LLC 126,616$48,742,09616.68%
Parker Investment Management, LLC 187,511$72,279,86514.41%
SWAN Capital LLC 34,467$13,286,00812.82%
Privium Fund Management (UK) Ltd 41,708$15,820,26112.46%
NORTHSTAR ASSET MANAGEMENT Co LLC 109,253$42,113,75412.38%
TRUST CO OF OKLAHOMA 64,554$24,883,6309.73%
Curtis Advisory Group, LLC 67,080$25,857,3289.44%
Compass Financial Group, INC/SD 74,794$28,830,8979.42%
TAIYO LIFE INSURANCE CO 296,500$114,2929.35%
Financial Services Advisory Inc 36,279$13,984,4669.16%
View complete list of VANGUARD WORLD FDS shareholders