EXENCIAL WEALTH ADVISORS, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,101 filers reported holding VANGUARD INDEX FDS in Q3 2022. The put-call ratio across all filers is 1.14 and the average weighting 2.6%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,303,580
-60.5%
6,137
-59.1%
0.06%
-58.6%
Q2 2023$3,302,384
+112.4%
14,992
+96.8%
0.15%
+90.0%
Q1 2023$1,554,934
-15.2%
7,618
-20.6%
0.08%
-19.2%
Q4 2022$1,833,462
-1.3%
9,590
-7.3%
0.10%
-11.6%
Q3 2022$1,857,000
-51.5%
10,346
-49.0%
0.11%
-48.1%
Q2 2022$3,825,000
+51.2%
20,277
+82.5%
0.22%
+70.1%
Q1 2022$2,529,000
-7.3%
11,110
-1.7%
0.13%
-3.8%
Q4 2021$2,729,000
-34.0%
11,305
-39.1%
0.13%
-40.8%
Q2 2021$4,133,000
+54.0%
18,550
+42.9%
0.22%
+40.3%
Q1 2021$2,684,000
+8.8%
12,985
+2.5%
0.16%
-5.4%
Q4 2020$2,466,000
+12.3%
12,672
-1.7%
0.17%
+44.8%
Q3 2020$2,196,000
+7.1%
12,893
-1.6%
0.12%
-34.8%
Q2 2020$2,051,000
+30.7%
13,100
+7.6%
0.18%
-36.4%
Q1 2020$1,569,000
-17.6%
12,173
+4.6%
0.28%
-15.2%
Q4 2019$1,905,000
+59.3%
11,643
+47.0%
0.33%
+28.4%
Q3 2019$1,196,000
+0.6%
7,923
+0.0%
0.26%
-7.2%
Q2 2019$1,189,000
+3.8%
7,9210.0%0.28%
+1.8%
Q1 2019$1,146,000
+12.9%
7,921
-0.4%
0.27%0.0%
Q4 2018$1,015,000
-14.7%
7,9520.0%0.27%
-1.8%
Q3 2018$1,190,000
+2.9%
7,952
-3.5%
0.28%
-14.0%
Q2 2018$1,157,000
-1.4%
8,239
-4.6%
0.32%
-7.7%
Q1 2018$1,173,000
-3.1%
8,639
-2.0%
0.35%
-4.1%
Q4 2017$1,210,000
+397.9%
8,813
+369.3%
0.36%
+355.0%
Q3 2017$243,000
-72.1%
1,878
-74.1%
0.08%
-78.8%
Q1 2017$871,000
+13.4%
7,243
+8.8%
0.38%
+16.3%
Q4 2016$768,000
+2.4%
6,660
-3.2%
0.32%
-2.1%
Q3 2016$750,000
+4.2%
6,883
+2.4%
0.33%
+2.2%
Q2 2016$720,000
+2.9%
6,721
+0.6%
0.32%
-1.5%
Q1 2016$700,000
+1490.9%
6,682
+1137.4%
0.33%
+1636.8%
Q1 2013$44,0005400.02%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2022
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders