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EXENCIAL WEALTH ADVISORS, LLC: VTIP position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 24,285 VTIP 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 24,285 shares
    Change vs previous 13F -13,813 shares

    0.04% of the 13F portfolio, value $1,213,048.

    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 38,098 shares
    Change vs previous 13F +3,038 shares

    0.06% of the 13F portfolio, value $1,884,339.

    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 35,060 shares
    Change vs previous 13F -370 shares

    0.06% of the 13F portfolio, value $1,775,075.

    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 35,430 shares
    Change vs previous 13F -1,061 shares

    0.06% of the 13F portfolio, value $1,781,045.

    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 36,491 shares
    Change vs previous 13F +829 shares

    0.07% of the 13F portfolio, value $1,820,884.

    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 35,662 shares
    Change vs previous 13F +1,425 shares

    0.06% of the 13F portfolio, value $1,726,738.

    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 34,237 shares
    Change vs previous 13F -1,105 shares

    0.06% of the 13F portfolio, value $1,688,221.

    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 35,342 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,715,501.

    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).