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EXENCIAL WEALTH ADVISORS, LLC: VCIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EXENCIAL WEALTH ADVISORS, LLC on VCIT, newest first. How the timeline and the estimate are built.

EXENCIAL WEALTH ADVISORS, LLC held 232,087 VCIT shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 232,087 shares
    Change vs previous 13F +8,372 shares

    0.6% of the 13F portfolio, value $19,205,168.

    13F-HR 0001576151-26-000006 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 223,715 shares
    Change vs previous 13F +4,394 shares

    0.59% of the 13F portfolio, value $18,736,137.

    13F-HR 0001576151-26-000003 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 219,321 shares
    Change vs previous 13F +8,635 shares

    0.6% of the 13F portfolio, value $18,447,062.

    13F-HR 0001576151-25-000022 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 210,686 shares
    Change vs previous 13F +3,386 shares

    0.62% of the 13F portfolio, value $17,470,086.

    13F-HR 0001576151-25-000014 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 207,300 shares
    Change vs previous 13F +7,851 shares

    0.63% of the 13F portfolio, value $16,948,851.

    13F-HR 0001576151-25-000010 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 199,449 shares
    Change vs previous 13F +5,881 shares

    0.59% of the 13F portfolio, value $16,009,733.

    13F-HR 0001576151-25-000004 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 193,568 shares
    Change vs previous 13F +1,092 shares

    0.58% of the 13F portfolio, value $16,211,318.

    13F-HR 0001576151-24-000009 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 192,476 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $15,384,579.

    13F-HR 0001576151-24-000005 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).