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EXENCIAL WEALTH ADVISORS, LLC: VNQI position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 193,570 VNQI 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 193,570 shares
    Change vs previous 13F +48,356 shares

    0.27% of the 13F portfolio, value $8,604,196.

    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 145,214 shares
    Change vs previous 13F +14,798 shares

    0.21% of the 13F portfolio, value $6,656,595.

    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 130,416 shares
    Change vs previous 13F +6,830 shares

    0.2% of the 13F portfolio, value $6,226,081.

    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 123,586 shares
    Change vs previous 13F +12,756 shares

    0.2% of the 13F portfolio, value $5,703,488.

    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 110,830 shares
    Change vs previous 13F +10,908 shares

    0.17% of the 13F portfolio, value $4,484,176.

    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 99,922 shares
    Change vs previous 13F -5,364 shares

    0.15% of the 13F portfolio, value $3,952,917.

    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 105,286 shares
    Change vs previous 13F +5,781 shares

    0.18% of the 13F portfolio, value $4,938,965.

    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 99,505 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,036,906.

    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).