EXENCIAL WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 1,019 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is 13.22 and the average weighting 0.9%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q2 2024$1,792,457
-3.2%
7,181
-7.0%
0.07%
-2.9%
Q1 2024$1,851,605
-3.0%
7,723
-11.7%
0.07%
-11.5%
Q4 2023$1,908,930
+14.3%
8,751
+2.6%
0.08%
-3.7%
Q3 2023$1,669,447
-7.6%
8,531
-4.2%
0.08%
-2.4%
Q2 2023$1,805,918
+1443.5%
8,908
+457.1%
0.08%
+69.4%
Q1 2013$117,0001,5990.05%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 679,579$119,429,00032.38%
Wealthquest Corp 661,662$116,280,00024.88%
McCarthy Grittinger Financial Group, LLC 284,266$49,956,85124.76%
JFG Wealth Management, LLC 212,857$37,407,00020.31%
Kistler-Tiffany Companies, LLC 398,161$69,973,00019.94%
National Mutual Insurance Federation of Agricultural Cooperatives 10,753,317$1,889,788,00018.51%
Berman Capital Advisors, LLC 386,221$67,874,00016.25%
Transamerica Financial Advisors, Inc. 4,460$784,00016.19%
Carlson Capital Management 474,976$85,144,00015.68%
FIDUCIENT ADVISORS LLC 225,083$39,556,00014.70%
View complete list of VANGUARD INDEX FDS shareholders