EXENCIAL WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 425 filers reported holding VANGUARD INDEX FDS in Q1 2018. The put-call ratio across all filers is 0.41 and the average weighting 0.6%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,415,658
-8.8%
56,625
-3.6%
0.36%
-3.8%
Q2 2023$8,130,250
+20.7%
58,753
+16.9%
0.37%
+6.9%
Q1 2023$6,737,496
-1.2%
50,254
-0.3%
0.35%
-4.6%
Q4 2022$6,818,870
+4.5%
50,421
-5.9%
0.37%
-7.3%
Q3 2022$6,524,000
-6.7%
53,578
-0.8%
0.40%0.0%
Q2 2022$6,994,000
-10.9%
54,000
+2.9%
0.40%
+0.3%
Q1 2022$7,854,000
-1.3%
52,478
-0.8%
0.39%
+2.3%
Q4 2021$7,956,000
+5.4%
52,925
-1.5%
0.38%
-5.6%
Q2 2021$7,548,000
+0.2%
53,719
-3.8%
0.41%
-8.5%
Q1 2021$7,530,000
+7.1%
55,831
-5.5%
0.45%
-7.1%
Q4 2020$7,032,000
+20.1%
59,110
+2.3%
0.48%
+54.3%
Q3 2020$5,857,000
+4.2%
57,782
-1.6%
0.31%
-36.1%
Q2 2020$5,619,000
+15.8%
58,711
-1.6%
0.49%
-43.8%
Q1 2020$4,852,000
-32.2%
59,685
-0.5%
0.87%
-30.1%
Q4 2019$7,153,000
+9.2%
60,015
+3.5%
1.24%
-12.0%
Q3 2019$6,550,000
+0.1%
57,965
-1.4%
1.41%
-7.8%
Q2 2019$6,543,000
+3.2%
58,7620.0%1.53%
+1.5%
Q1 2019$6,339,000
+12.7%
58,762
-0.5%
1.50%
-0.3%
Q4 2018$5,624,000
-17.3%
59,038
-1.8%
1.51%
-4.6%
Q3 2018$6,798,000
+0.3%
60,123
-2.0%
1.58%
-16.2%
Q2 2018$6,775,000
-2.3%
61,339
-3.2%
1.89%
-8.5%
Q1 2018$6,932,000
-5.9%
63,365
-4.0%
2.06%
-7.1%
Q4 2017$7,368,000
+5.5%
66,037
-0.2%
2.22%
-3.6%
Q3 2017$6,987,000
+2.4%
66,143
-0.3%
2.30%
-17.6%
Q2 2017$6,826,000
-1.1%
66,355
-3.0%
2.80%
-6.6%
Q1 2017$6,902,000
-1.7%
68,436
-5.3%
2.99%
+0.6%
Q4 2016$7,023,000
+4.3%
72,257
-2.0%
2.98%
-0.2%
Q3 2016$6,735,000
-2.8%
73,762
-5.2%
2.98%
-4.5%
Q2 2016$6,931,000
+1.7%
77,804
-0.5%
3.12%
-2.6%
Q1 2016$6,813,000
-4.1%
78,204
-11.8%
3.21%
-9.1%
Q4 2015$7,103,000
-5.2%
88,659
-1.5%
3.53%
-3.6%
Q3 2015$7,490,000
-15.1%
89,978
-5.0%
3.66%
-1.0%
Q1 2015$8,819,000
+1.7%
94,717
-3.1%
3.70%
-3.7%
Q4 2014$8,672,000
+3.1%
97,729
-1.3%
3.84%
+3.5%
Q3 2014$8,411,000
-2.6%
99,066
-0.3%
3.71%
+1.0%
Q2 2014$8,632,000
+4.7%
99,374
-0.9%
3.67%
+6.6%
Q1 2014$8,243,000
+1.7%
100,304
-0.2%
3.45%
-6.2%
Q4 2013$8,107,000
+2.8%
100,509
-1.9%
3.68%
-0.5%
Q3 2013$7,886,000
+5.9%
102,493
+0.8%
3.69%
+0.1%
Q2 2013$7,447,000
-2.9%
101,700
-9.4%
3.69%
+14.0%
Q1 2013$7,668,000112,2303.24%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2018
NameSharesValueWeighting ↓
COLUMBIA ADVISORY PARTNERS LLC 100,466$13,012,00014.90%
Dougherty Wealth Advisers LLC 59,049$7,648,00014.27%
STEPHENS GROUP ASSET MANAGEMENT, LLC 856,251$111,398,00012.90%
Waverly Advisors, LLC 832,967$107,886,0009.87%
BHK Investment Advisors, LLC 158,491$20,528,0009.23%
Amtrust Financial Services, Inc. 147,000$19,039,0008.73%
Eagle Strategies LLC 176,827$22,903,0008.35%
Trust Co 281,278$36,430,0007.86%
Marotta Asset Management 231,490$30,378,433,0007.48%
Praetorian Wealth Management, Inc. 147,963$19,164,0007.04%
View complete list of VANGUARD INDEX FDS shareholders