EXENCIAL WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$8,062,416
-8.7%
42,642
-3.9%
0.39%
-3.5%
Q2 2023$8,829,262
+141.4%
44,392
+130.1%
0.40%
+114.3%
Q1 2023$3,657,056
+2.9%
19,292
-0.4%
0.19%
-1.0%
Q4 2022$3,553,837
+4.4%
19,363
-2.8%
0.19%
-7.3%
Q3 2022$3,404,000
-2.8%
19,914
+0.2%
0.21%
+4.0%
Q2 2022$3,501,000
-18.8%
19,878
-2.0%
0.20%
-8.8%
Q1 2022$4,312,000
-5.5%
20,292
+0.5%
0.22%
-1.8%
Q4 2021$4,563,000
+3.2%
20,190
+2.9%
0.22%
-7.5%
Q2 2021$4,420,000
+6.8%
19,622
+1.5%
0.24%
-2.4%
Q1 2021$4,137,000
-4.3%
19,323
-13.0%
0.24%
-16.9%
Q4 2020$4,325,000
+34.9%
22,218
+6.5%
0.30%
+73.5%
Q3 2020$3,207,000
+134.6%
20,854
+122.3%
0.17%
+44.1%
Q2 2020$1,367,000
+161.9%
9,383
+107.4%
0.12%
+26.9%
Q1 2020$522,000
+94.8%
4,524
+179.4%
0.09%
+102.2%
Q4 2019$268,000
+8.5%
1,619
+0.7%
0.05%
-13.2%
Q3 2019$247,000
+8.3%
1,608
+14.8%
0.05%0.0%
Q3 2018$228,000
+744.4%
1,401
+383.1%
0.05%
+381.8%
Q1 2013$27,0002900.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders