EXENCIAL WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 975 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.6%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$54,266,435
-3.5%
340,250
+0.0%
2.63%
+1.8%
Q2 2023$56,250,267
+2.9%
340,086
-1.2%
2.58%
-8.7%
Q1 2023$54,645,673
+0.2%
344,203
+0.2%
2.83%
-3.5%
Q4 2022$54,546,319
+12.7%
343,491
+1.7%
2.93%0.0%
Q3 2022$48,417,000
-3.0%
337,633
+1.4%
2.93%
+3.9%
Q2 2022$49,908,000
-15.0%
333,122
-0.2%
2.82%
-4.4%
Q1 2022$58,709,000
+1.6%
333,689
+3.3%
2.95%
+5.4%
Q4 2021$57,780,000
-71.8%
323,061
-71.9%
2.80%
-68.6%
Q3 2021$204,946,000
+278.3%
1,150,829
+268.9%
8.90%
+203.8%
Q2 2021$54,181,000
+5.2%
311,995
+0.3%
2.93%
-4.0%
Q1 2021$51,521,000
+21.7%
311,099
+4.5%
3.05%
+5.7%
Q4 2020$42,319,000
+30.1%
297,583
+1.2%
2.89%
+67.4%
Q3 2020$32,527,000
+19.5%
294,016
+15.5%
1.72%
-26.8%
Q2 2020$27,210,000
+82.9%
254,493
+51.9%
2.36%
-11.2%
Q1 2020$14,873,000
+0.5%
167,489
+55.1%
2.65%
+3.5%
Q4 2019$14,804,000
+93.2%
108,001
+81.6%
2.56%
+55.6%
Q3 2019$7,662,000
+341.6%
59,461
+347.2%
1.65%
+306.9%
Q2 2019$1,735,000
+1.6%
13,295
+0.2%
0.40%0.0%
Q1 2019$1,707,000
+6.6%
13,264
-5.6%
0.40%
-5.8%
Q4 2018$1,602,000
-19.3%
14,048
-1.4%
0.43%
-6.9%
Q3 2018$1,986,000
-2.6%
14,249
-5.0%
0.46%
-18.7%
Q2 2018$2,038,000
+14.9%
15,006
+9.5%
0.57%
+7.8%
Q1 2018$1,773,000
+3.1%
13,698
+5.8%
0.53%
+1.7%
Q4 2017$1,719,000
+6.5%
12,947
+2.5%
0.52%
-2.6%
Q3 2017$1,614,000
+9.2%
12,629
+5.0%
0.53%
-12.1%
Q2 2017$1,478,000
+3.3%
12,024
+1.9%
0.60%
-2.4%
Q1 2017$1,431,000
+2.5%
11,799
+2.3%
0.62%
+4.9%
Q4 2016$1,396,000
+31.2%
11,538
+16.5%
0.59%
+25.5%
Q3 2016$1,064,000
-4.1%
9,906
-6.1%
0.47%
-5.8%
Q2 2016$1,110,000
+3.4%
10,5450.0%0.50%
-1.2%
Q1 2016$1,074,000
+8.6%
10,545
-1.9%
0.51%
+2.8%
Q4 2015$989,000
-5.4%
10,749
-0.4%
0.49%
-3.7%
Q3 2015$1,045,000
-12.6%
10,788
-0.2%
0.51%
+2.0%
Q1 2015$1,195,000
+6.6%
10,808
+0.0%
0.50%
+1.0%
Q4 2014$1,121,000
+0.6%
10,804
-3.3%
0.50%
+0.8%
Q3 2014$1,114,000
-5.6%
11,173
-0.8%
0.49%
-2.0%
Q2 2014$1,180,000
+5.7%
11,267
-0.2%
0.50%
+7.5%
Q1 2014$1,116,0000.0%11,284
-0.6%
0.47%
-7.7%
Q4 2013$1,116,000
+3.3%
11,350
-1.1%
0.51%0.0%
Q3 2013$1,080,000
+5.1%
11,474
+0.0%
0.51%
-0.8%
Q2 2013$1,028,000
+3.7%
11,473
-4.8%
0.51%
+21.7%
Q1 2013$991,00012,0550.42%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 780,201$124,434,25718.47%
University of Maryland Foundation, Inc. 91,176$14,54217.40%
25 LLC 171,990$27,430,71616.73%
Mokosak Advisory Group, LLC 257,464$41,062,81116.70%
Opal Wealth Advisors, LLC 149,263$23,805,95613.93%
TrueWealth Financial Partners 79,980$12,756,03910.49%
Jacobsen Capital Management 113,659$18,127,5169.84%
BHK Investment Advisors, LLC 133,746$21,331,2079.81%
New England Capital Financial Advisors LLC 77,155$12,305,4888.48%
Brooklyn FI, LLC 95,720$15,266,4328.21%
View complete list of VANGUARD INDEX FDS shareholders