EXENCIAL WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,426 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 2.16 and the average weighting 0.7%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$6,724,550
-11.6%
88,879
-2.4%
0.33%
-6.6%
Q2 2023$7,605,800
+373.5%
91,022
+370.6%
0.35%
+320.5%
Q1 2023$1,606,157
+12.6%
19,342
+11.8%
0.08%
+7.8%
Q4 2022$1,426,657
+70.4%
17,297
+65.7%
0.08%
+51.0%
Q3 2022$837,000
-11.5%
10,436
+0.5%
0.05%
-3.8%
Q2 2022$946,000
+0.2%
10,383
+19.2%
0.05%
+12.8%
Q1 2022$944,000
+71.9%
8,709
+84.0%
0.05%
+74.1%
Q4 2021$549,000
-6.9%
4,732
-18.3%
0.03%
-15.6%
Q2 2021$590,000
+28.8%
5,794
+16.2%
0.03%
+18.5%
Q1 2021$458,000
+4.3%
4,986
-3.4%
0.03%
-10.0%
Q4 2020$439,000
-9.3%
5,164
-15.8%
0.03%
+15.4%
Q3 2020$484,000
+3.6%
6,133
+3.2%
0.03%
-35.0%
Q2 2020$467,000
+21.9%
5,944
+8.4%
0.04%
-41.2%
Q1 2020$383,000
-18.5%
5,483
+8.2%
0.07%
-16.0%
Q4 2019$470,000
+42.0%
5,066
+42.7%
0.08%
+14.1%
Q3 2019$331,000
+54.7%
3,551
+44.9%
0.07%
+42.0%
Q2 2019$214,000
+0.5%
2,4500.0%0.05%
-2.0%
Q1 2019$213,000
+184.0%
2,450
+146.7%
0.05%
+59.4%
Q1 2013$75,0009930.03%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 9,459,224$781,237,00056.42%
Acorns Advisers, LLC 987,884$81,589,00030.83%
Gibson Capital, LLC 839,765$69,207,00023.64%
REDW Wealth LLC 224,297$18,524,00018.85%
Capital Asset Advisory Services LLC 290,301$23,976,00017.33%
HRT FINANCIAL LP 213,013$17,592,00016.42%
Threshold Group LLC 162,147$13,392,00012.90%
McCutchen Group LLC 379,153$31,314,00012.44%
VISTA CAPITAL PARTNERS, INC. 564,631$46,633,00012.10%
Pure Financial Advisors, LLC 475,831$39,299,00011.37%
View complete list of VANGUARD INDEX FDS shareholders