EXENCIAL WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 456 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 0.75 and the average weighting 0.5%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$7,613,096
-10.0%
35,545
-3.5%
0.37%
-4.9%
Q2 2023$8,458,442
+13.6%
36,817
+7.0%
0.39%
+0.8%
Q1 2023$7,446,150
+7.5%
34,408
-0.4%
0.38%
+3.5%
Q4 2022$6,924,388
+6.1%
34,529
+3.2%
0.37%
-5.8%
Q3 2022$6,526,000
-1.6%
33,446
-0.7%
0.40%
+5.3%
Q2 2022$6,635,000
-14.0%
33,673
+8.3%
0.38%
-3.1%
Q1 2022$7,713,000
-13.2%
31,085
-1.4%
0.39%
-10.0%
Q4 2021$8,885,000
-6.7%
31,531
-4.1%
0.43%
-16.5%
Q2 2021$9,528,000
+1.5%
32,879
-3.8%
0.52%
-7.4%
Q1 2021$9,385,000
+3.2%
34,171
+0.6%
0.56%
-10.5%
Q4 2020$9,095,000
+18.1%
33,980
-5.2%
0.62%
+52.2%
Q3 2020$7,703,000
+18.0%
35,840
+9.6%
0.41%
-27.9%
Q2 2020$6,527,000
+45.8%
32,700
+9.8%
0.57%
-29.2%
Q1 2020$4,477,000
-0.2%
29,788
+31.9%
0.80%
+2.8%
Q4 2019$4,488,000
+91.5%
22,586
+75.5%
0.78%
+54.2%
Q3 2019$2,343,000
+96.7%
12,872
+101.2%
0.50%
+81.3%
Q2 2019$1,191,000
+3.6%
6,3970.0%0.28%
+1.8%
Q1 2019$1,150,000
+19.4%
6,3970.0%0.27%
+5.8%
Q4 2018$963,000
-31.8%
6,397
-15.1%
0.26%
-21.3%
Q3 2018$1,412,000
+6.6%
7,5360.0%0.33%
-11.1%
Q2 2018$1,325,000
+20.6%
7,536
+12.4%
0.37%
+12.8%
Q1 2018$1,099,000
+1.9%
6,7020.0%0.33%
+0.6%
Q4 2017$1,078,000
+5.4%
6,702
+0.0%
0.32%
-3.6%
Q3 2017$1,023,000
+5.0%
6,701
+0.3%
0.34%
-15.5%
Q2 2017$974,000
+4.1%
6,6810.0%0.40%
-1.7%
Q1 2017$936,000
+5.1%
6,681
-0.1%
0.41%
+7.7%
Q4 2016$891,000
+2.5%
6,691
-4.0%
0.38%
-2.1%
Q3 2016$869,000
-0.7%
6,970
-1.3%
0.38%
-2.3%
Q2 2016$875,000
+4.0%
7,0630.0%0.39%
-0.5%
Q1 2016$841,000
+2.8%
7,063
-3.8%
0.40%
-2.7%
Q4 2015$818,000
-14.3%
7,340
-9.4%
0.41%
-12.7%
Q3 2015$954,000
-13.4%
8,098
-0.0%
0.47%
+0.9%
Q1 2015$1,101,000
+8.2%
8,102
-0.1%
0.46%
+2.4%
Q4 2014$1,018,000
-0.9%
8,111
-5.0%
0.45%
-0.4%
Q3 2014$1,027,000
-5.5%
8,535
-1.8%
0.45%
-2.2%
Q2 2014$1,087,000
+3.9%
8,692
-0.1%
0.46%
+5.9%
Q1 2014$1,046,000
-5.0%
8,697
-1.4%
0.44%
-12.4%
Q4 2013$1,101,000
-0.8%
8,820
-6.2%
0.50%
-4.0%
Q3 2013$1,110,000
+5.4%
9,407
-0.5%
0.52%
-0.4%
Q2 2013$1,053,000
+6.1%
9,458
-5.1%
0.52%
+24.6%
Q1 2013$992,0009,9710.42%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2018
NameSharesValueWeighting ↓
Jentner Corp 148,492$27,815,00023.08%
BALASA DINVERNO & FOLTZ LLC 616,202$115,427,00012.97%
Summit Financial Strategies, Inc. 117,608$22,030,00010.04%
Q3 Asset Management 23,613$4,423,0008.54%
Wechter Feldman Wealth Management, Inc. 73,722$13,810,0008.44%
BHK Investment Advisors, LLC 55,425$10,382,0006.99%
Corrigan Financial, Inc. 50,700$9,497,2046.82%
INSPIRION WEALTH ADVISORS, LLC 78,512$14,707,0006.24%
Towerpoint Wealth, LLC 39,389$7,378,0006.13%
Mosaic Family Wealth, LLC 84,172$13,860,0005.67%
View complete list of VANGUARD INDEX FDS shareholders