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EXENCIAL WEALTH ADVISORS, LLC: VGLT position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 141,053 VGLT 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 141,053 shares
    Change vs previous 13F -396 shares

    0.24% of the 13F portfolio, value $7,808,017.

    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 141,449 shares
    Change vs previous 13F -10,366 shares

    0.25% of the 13F portfolio, value $7,892,881.

    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 151,815 shares
    Change vs previous 13F -16,467 shares

    0.28% of the 13F portfolio, value $8,632,177.

    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 168,282 shares
    Change vs previous 13F -3,947 shares

    0.33% of the 13F portfolio, value $9,444,005.

    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 172,229 shares
    Change vs previous 13F -1,581 shares

    0.37% of the 13F portfolio, value $9,922,104.

    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 173,810 shares
    Change vs previous 13F +5,539 shares

    0.35% of the 13F portfolio, value $9,620,374.

    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 168,271 shares
    Change vs previous 13F +3,889 shares

    0.37% of the 13F portfolio, value $10,355,406.

    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 164,382 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $9,481,563.

    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).