EXENCIAL WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,551 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.60 and the average weighting 1.4%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$37,503,085
-2.9%
271,899
+0.1%
1.82%
+2.5%
Q2 2023$38,605,260
+2.6%
271,677
-0.3%
1.77%
-8.9%
Q1 2023$37,618,360
-5.8%
272,380
-4.3%
1.95%
-9.3%
Q4 2022$39,950,800
+22.4%
284,611
+7.7%
2.15%
+8.6%
Q3 2022$32,646,000
-3.7%
264,380
+2.8%
1.98%
+3.2%
Q2 2022$33,902,000
-7.3%
257,070
+3.9%
1.92%
+4.3%
Q1 2022$36,557,000
+7.5%
247,375
+7.0%
1.84%
+11.6%
Q4 2021$33,997,000
+7.4%
231,102
+0.3%
1.64%
-3.9%
Q2 2021$31,663,000
+4.7%
230,344
+0.1%
1.71%
-4.5%
Q1 2021$30,240,000
+13.0%
230,036
+2.2%
1.79%
-2.0%
Q4 2020$26,771,000
+11.9%
225,041
-1.7%
1.83%
+44.1%
Q3 2020$23,924,000
+12.9%
228,920
+7.6%
1.27%
-30.9%
Q2 2020$21,192,000
+44.7%
212,796
+29.4%
1.84%
-29.7%
Q1 2020$14,646,000
+13.7%
164,445
+53.0%
2.61%
+17.1%
Q4 2019$12,886,000
+68.8%
107,514
+57.2%
2.23%
+36.0%
Q3 2019$7,632,000
+92.6%
68,378
+91.4%
1.64%
+77.6%
Q2 2019$3,962,000
+2.8%
35,717
-0.3%
0.92%
+1.0%
Q1 2019$3,854,000
+10.2%
35,809
+0.3%
0.92%
-2.6%
Q4 2018$3,498,000
-7.2%
35,717
+4.9%
0.94%
+7.2%
Q3 2018$3,768,000
-5.8%
34,041
-11.6%
0.88%
-21.4%
Q2 2018$3,998,000
+0.9%
38,506
+0.3%
1.11%
-5.4%
Q1 2018$3,962,000
-2.3%
38,402
+0.6%
1.18%
-3.6%
Q4 2017$4,057,000
+6.5%
38,155
-0.1%
1.22%
-2.7%
Q3 2017$3,811,000
+4.0%
38,180
+0.6%
1.26%
-16.3%
Q2 2017$3,665,000
+3.2%
37,952
+0.4%
1.50%
-2.5%
Q1 2017$3,552,000
+1.1%
37,811
+0.1%
1.54%
+3.5%
Q4 2016$3,513,000
+4.1%
37,765
-3.7%
1.49%
-0.4%
Q3 2016$3,374,000
-4.1%
39,213
-5.3%
1.49%
-5.8%
Q2 2016$3,518,000
+3.2%
41,3940.0%1.59%
-1.2%
Q1 2016$3,410,000
+7.2%
41,394
-0.0%
1.61%
+1.6%
Q4 2015$3,180,000
-1.9%
41,406
-2.0%
1.58%
-0.3%
Q3 2015$3,243,000
-12.2%
42,253
-2.6%
1.58%
+2.3%
Q1 2015$3,695,000
+1.3%
43,376
-0.2%
1.55%
-4.1%
Q4 2014$3,648,000
-0.8%
43,484
-4.0%
1.62%
-0.4%
Q3 2014$3,677,000
-1.6%
45,288
-1.3%
1.62%
+2.0%
Q2 2014$3,736,000
+4.6%
45,879
-0.0%
1.59%
+6.4%
Q1 2014$3,573,000
+2.0%
45,893
-0.4%
1.49%
-5.9%
Q4 2013$3,502,000
+2.4%
46,062
-1.2%
1.59%
-0.9%
Q3 2013$3,421,000
+2.5%
46,627
-0.2%
1.60%
-3.2%
Q2 2013$3,339,000
+2.5%
46,701
-4.0%
1.66%
+20.3%
Q1 2013$3,258,00048,6391.38%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Saudi Central Bank 756,686$111,316,000100.00%
Permanens Capital L.P. 1,059,590$126,049,00026.53%
VISTA CAPITAL PARTNERS, INC. 1,029,045$122,415,00020.29%
Peninsula Wealth, LLC 426,094$50,688,00019.02%
Cornerstone Management, Inc. 462,881$55,064,32417.41%
Foster Group, Inc. 789,564$92,916,00017.19%
JONES FINANCIAL COMPANIES LLLP 75,927,528$9,032,339,00016.54%
CBIZ Investment Advisory Services, LLC 1,502,129$178,691,00016.54%
TL Private Wealth 211,915$26,099,00016.50%
Jacobsen Capital Management 230,886$27,466,00016.28%
View complete list of VANGUARD INDEX FDS shareholders