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EXENCIAL WEALTH ADVISORS, LLC: VTV position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 343,665 VTV 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 343,665 shares
    Change vs previous 13F -4,527 shares

    2.1% of the 13F portfolio, value $67,427,145.

    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 348,192 shares
    Change vs previous 13F -7,262 shares

    2.11% of the 13F portfolio, value $66,501,167.

    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 355,454 shares
    Change vs previous 13F -49 shares

    2.16% of the 13F portfolio, value $66,288,586.

    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 355,503 shares
    Change vs previous 13F -2,870 shares

    2.21% of the 13F portfolio, value $62,831,620.

    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 358,373 shares
    Change vs previous 13F +2,012 shares

    2.29% of the 13F portfolio, value $61,905,371.

    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 356,361 shares
    Change vs previous 13F -9,829 shares

    2.22% of the 13F portfolio, value $60,331,930.

    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 366,190 shares
    Change vs previous 13F -10,521 shares

    2.3% of the 13F portfolio, value $63,925,729.

    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 376,711 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $60,428,159.

    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).