EXENCIAL WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 834 filers reported holding VANGUARD INDEX FDS in Q4 2018. The put-call ratio across all filers is 0.35 and the average weighting 1.3%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$13,956,058
-3.0%
51,251
+0.8%
0.68%
+2.4%
Q2 2023$14,381,012
+19.7%
50,823
+5.5%
0.66%
+6.1%
Q1 2023$12,014,686
+28.8%
48,167
+10.1%
0.62%
+24.2%
Q4 2022$9,326,082
-5.5%
43,762
-5.1%
0.50%
-16.1%
Q3 2022$9,866,000
-2.4%
46,113
+1.7%
0.60%
+4.6%
Q2 2022$10,108,000
-15.9%
45,348
+8.6%
0.57%
-5.3%
Q1 2022$12,012,000
+3.3%
41,765
+15.3%
0.60%
+7.1%
Q4 2021$11,627,000
+2.7%
36,232
-8.2%
0.56%
-8.0%
Q2 2021$11,321,000
+11.2%
39,473
-0.3%
0.61%
+1.5%
Q1 2021$10,180,000
+4.3%
39,606
+2.8%
0.60%
-9.5%
Q4 2020$9,760,000
-0.8%
38,527
-10.9%
0.67%
+27.6%
Q3 2020$9,840,000
-1.4%
43,234
-12.4%
0.52%
-39.6%
Q2 2020$9,976,000
+22.7%
49,364
-4.9%
0.86%
-40.4%
Q1 2020$8,130,000
+5.2%
51,887
+22.3%
1.45%
+8.4%
Q4 2019$7,727,000
+86.5%
42,418
+70.2%
1.34%
+50.2%
Q3 2019$4,144,000
+38.9%
24,920
+36.5%
0.89%
+28.0%
Q2 2019$2,983,000
+4.1%
18,255
-0.3%
0.70%
+2.4%
Q1 2019$2,865,000
+16.1%
18,317
-0.3%
0.68%
+2.7%
Q4 2018$2,467,000
-12.2%
18,363
+5.2%
0.66%
+1.2%
Q3 2018$2,811,000
-13.6%
17,455
-19.6%
0.65%
-27.8%
Q2 2018$3,254,000
+5.8%
21,722
+0.2%
0.91%
-1.0%
Q1 2018$3,076,000
+0.5%
21,679
-0.4%
0.92%
-0.8%
Q4 2017$3,062,000
+0.0%
21,771
-5.6%
0.92%
-8.6%
Q3 2017$3,061,000
+5.5%
23,055
+1.0%
1.01%
-15.1%
Q2 2017$2,901,000
+4.9%
22,835
+0.2%
1.19%
-0.9%
Q1 2017$2,765,000
+9.3%
22,790
+0.4%
1.20%
+11.8%
Q4 2016$2,530,000
+0.6%
22,699
-1.3%
1.07%
-3.8%
Q3 2016$2,515,000
-0.5%
22,992
-2.5%
1.11%
-2.2%
Q2 2016$2,527,000
+2.2%
23,570
+1.5%
1.14%
-2.1%
Q1 2016$2,472,000
-21.8%
23,222
-26.6%
1.16%
-26.0%
Q4 2015$3,163,000
-8.2%
31,646
-7.9%
1.57%
-6.7%
Q3 2015$3,445,000
-12.2%
34,353
-4.3%
1.68%
+2.4%
Q1 2015$3,923,000
+4.3%
35,878
-1.0%
1.64%
-1.2%
Q4 2014$3,760,000
+0.8%
36,242
-3.2%
1.66%
+1.1%
Q3 2014$3,732,000
-3.3%
37,443
-3.4%
1.65%
+0.2%
Q2 2014$3,860,000
+8.0%
38,778
+0.4%
1.64%
+10.0%
Q1 2014$3,573,000
-1.5%
38,618
-0.5%
1.49%
-9.1%
Q4 2013$3,628,000
+4.7%
38,826
-1.1%
1.64%
+1.4%
Q3 2013$3,464,000
+6.0%
39,240
-0.0%
1.62%
+0.1%
Q2 2013$3,269,000
+2.3%
39,249
-3.3%
1.62%
+20.1%
Q1 2013$3,196,00040,5851.35%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2018
NameSharesValueWeighting ↓
Jentner Corp 150,486$43,280,00031.36%
Bromfield Sneider Wealth Advisors 98,974$28,465,00029.88%
Axiom Advisory, LLC 92,526$26,611,00022.13%
Strategies Wealth Advisors, LLC 261,887$75,318,74620.14%
Peninsula Wealth, LLC 238,486$68,589,00019.54%
Benchmark Wealth Management, LLC 98,896$28,442,00019.13%
Dougherty Wealth Advisers LLC 42,952$12,353,00018.64%
Corrigan Financial, Inc. 204,558$58,830,77118.60%
Avory & Company, LLC 101,636$29,231,00018.30%
Merit Financial Group, LLC 999,489$287,453,00017.34%
View complete list of VANGUARD INDEX FDS shareholders