EXENCIAL WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,349 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.9%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$17,163,380
-6.6%
70,894
-3.6%
0.64%
-6.1%
Q1 2024$18,373,141
+8.1%
73,534
+0.6%
0.69%
-0.9%
Q4 2023$16,999,191
+11.7%
73,071
-0.0%
0.69%
-6.2%
Q3 2023$15,220,108
-1.8%
73,089
+3.8%
0.74%
+3.7%
Q2 2023$15,501,787
+62.2%
70,412
+55.4%
0.71%
+43.8%
Q1 2023$9,558,796
+3.5%
45,320
-0.0%
0.50%
-0.2%
Q4 2022$9,239,852
+24.6%
45,336
+14.9%
0.50%
+10.5%
Q3 2022$7,414,000
-0.2%
39,441
+4.6%
0.45%
+6.9%
Q2 2022$7,429,000
-13.8%
37,714
+4.1%
0.42%
-3.0%
Q1 2022$8,616,000
-3.6%
36,228
+3.3%
0.43%
+0.2%
Q4 2021$8,936,000
+12.0%
35,074
+4.4%
0.43%
+0.2%
Q2 2021$7,976,000
+5.3%
33,604
-1.8%
0.43%
-4.0%
Q1 2021$7,574,000
+7.6%
34,218
+0.5%
0.45%
-6.5%
Q4 2020$7,040,000
+15.3%
34,048
-1.7%
0.48%
+48.1%
Q3 2020$6,104,000
+5.7%
34,631
-1.7%
0.32%
-35.2%
Q2 2020$5,776,000
+32.6%
35,238
+6.5%
0.50%
-35.6%
Q1 2020$4,355,000
+82.8%
33,081
+147.5%
0.78%
+88.1%
Q4 2019$2,382,000
+428.2%
13,368
+397.1%
0.41%
+325.8%
Q3 2019$451,000
+125.5%
2,689
+107.2%
0.10%
+64.4%
Q1 2018$200,000
-1.0%
1,298
-0.3%
0.06%
-3.3%
Q4 2017$202,000
+20100.0%
1,302
+10750.0%
0.06%
Q1 2013$1,000120.00%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
JMG Financial Group, Ltd. 994,940$177,278,00017.25%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 126,697$22,585,00016.77%
TL Private Wealth 87,762$16,054,00013.88%
Riverpoint Wealth Management Holdings, LLC 185,788$33,104,00013.14%
Cornerstone Advisors, Inc. 567,745$101,161,00012.26%
Paracle Advisors, LLC 282,318$50,303,00011.71%
SEARCY FINANCIAL SERVICES INC /ADV 86,657$15,440,00011.08%
Northwest Quadrant Wealth Management, LLC 130,644$23,175,0009.56%
McIlrath & Eck, LLC 110,194$19,634,0009.42%
Nadler Financial Group, Inc. 207,285$36,934,0009.12%
View complete list of VANGUARD INDEX FDS shareholders