EXENCIAL WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,641 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 5.55 and the average weighting 0.7%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$9,789,953
+0.6%
116,881
+3.9%
0.37%
+1.1%
Q1 2024$9,728,971
+5.9%
112,500
+8.2%
0.36%
-2.9%
Q4 2023$9,185,012
+36.6%
103,950
+17.0%
0.37%
+14.7%
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 Q4 2023
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 6,262,424$467,740,00043.87%
Kepos Capital LP 126,600$9,456,00036.08%
Cassaday & Co Inc. 279,936$20,908,00024.78%
Gibson Capital, LLC 844,506$62,943,00019.14%
Pure Financial Advisors, LLC 403,497$30,137,00014.92%
Brouwer & Janachowski, LLC 368,184$27,500,00012.06%
VISTA CAPITAL PARTNERS, INC. 497,515$37,159,00011.67%
Alaska Permanent Capital Management 511,007$38,167,00010.80%
Tanglewood Wealth Management, Inc. 312,887$23,370,00010.27%
Edelman Financial Services, LLC 7,954,738$594,139,0009.17%
View complete list of VANGUARD INDEX FDS shareholders