EXENCIAL WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,053 filers reported holding VANGUARD INDEX FDS in Q2 2022. The put-call ratio across all filers is 1.26 and the average weighting 2.5%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$15,660,687
-1.5%
39,880
+2.2%
0.76%
+4.0%
Q2 2023$15,892,647
+11.0%
39,021
+2.5%
0.73%
-1.5%
Q1 2023$14,312,133
+8.2%
38,057
+1.1%
0.74%
+4.4%
Q4 2022$13,222,137
+30.6%
37,633
+22.0%
0.71%
+15.8%
Q3 2022$10,127,000
-3.9%
30,848
+1.5%
0.61%
+3.0%
Q2 2022$10,538,000
-11.1%
30,378
+6.4%
0.60%0.0%
Q1 2022$11,854,000
+3.5%
28,551
+8.8%
0.60%
+7.4%
Q4 2021$11,452,000
-0.0%
26,231
-9.9%
0.55%
-10.5%
Q2 2021$11,455,000
+11.4%
29,108
+3.1%
0.62%
+1.6%
Q1 2021$10,281,000
+34.3%
28,220
+26.7%
0.61%
+16.7%
Q4 2020$7,654,000
+5.6%
22,271
-5.4%
0.52%
+35.9%
Q3 2020$7,245,000
+11.5%
23,550
+2.8%
0.38%
-31.8%
Q2 2020$6,495,000
+32.7%
22,916
+10.9%
0.56%
-35.5%
Q1 2020$4,893,000
+28.4%
20,660
+60.3%
0.87%
+32.3%
Q4 2019$3,812,000
+114.2%
12,886
+97.3%
0.66%
+72.3%
Q3 2019$1,780,000
+465.1%
6,530
+457.6%
0.38%
+417.6%
Q2 2019$315,000
+0.6%
1,171
-2.8%
0.07%0.0%
Q1 2019$313,000
-20.6%
1,205
-29.8%
0.07%
-30.2%
Q4 2018$394,000
+73.6%
1,716
+101.9%
0.11%
+100.0%
Q3 2018$227,000
-32.6%
850
-37.1%
0.05%
-43.6%
Q2 2018$337,000
+19.1%
1,352
+15.5%
0.09%
+11.9%
Q1 2018$283,000
-32.3%
1,171
-31.2%
0.08%
-33.3%
Q4 2017$418,000
+7.5%
1,703
+1.1%
0.13%
-1.6%
Q3 2017$389,000
-53.6%
1,684
-55.4%
0.13%
-62.7%
Q2 2017$838,000
+3.1%
3,775
-0.5%
0.34%
-2.8%
Q1 2017$813,000
-14.2%
3,793
-17.8%
0.35%
-12.2%
Q4 2016$948,000
+4.5%
4,616
-0.7%
0.40%0.0%
Q3 2016$907,000
-43.9%
4,650
-44.8%
0.40%
-44.9%
Q2 2016$1,618,0008,4190.73%
Other shareholders
VANGUARD INDEX FDS shareholders Q2 2022
NameSharesValueWeighting ↓
GLOBE LIFE INC. 676,297$168,743,000100.00%
E-L Financial Corp Ltd 1,658,612$542,366,00080.83%
Mangham Associates,LLC 313,128$78,128,00068.74%
TIFF ADVISORY SERVICES, LLC 559,752$139,664,00064.91%
Symetra Life Insurance Co 1,153,694$287,858,00063.26%
Strategic Wealth Partners Group, LLC 18,251$2,903,703,00057.25%
JBF Capital, Inc. 1,458,168$363,827,00054.83%
HM Capital Management, LLC 256,725$64,055,00049.33%
SCHRODERS IS Ltd 2,736,726$682,840,00045.70%
Mercer Investments LLC 13,346$3,329,999,00043.75%
View complete list of VANGUARD INDEX FDS shareholders