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EXENCIAL WEALTH ADVISORS, LLC: VEA position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 482,654 VEA 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 482,654 shares
    Change vs previous 13F +35,083 shares

    0.96% of the 13F portfolio, value $30,928,497.

    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 447,571 shares
    Change vs previous 13F -22,273 shares

    0.89% of the 13F portfolio, value $27,959,767.

    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 469,844 shares
    Change vs previous 13F +10,313 shares

    0.92% of the 13F portfolio, value $28,153,060.

    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 459,531 shares
    Change vs previous 13F +42,208 shares

    0.92% of the 13F portfolio, value $26,197,872.

    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 417,323 shares
    Change vs previous 13F +13,100 shares

    0.79% of the 13F portfolio, value $21,212,527.

    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 404,223 shares
    Change vs previous 13F -1,152 shares

    0.71% of the 13F portfolio, value $19,329,953.

    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 405,375 shares
    Change vs previous 13F -3,866 shares

    0.77% of the 13F portfolio, value $21,407,840.

    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 409,241 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $20,224,670.

    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).