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EXENCIAL WEALTH ADVISORS, LLC: VWO position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 348,322 VWO 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 348,322 shares
    Change vs previous 13F +125 shares

    0.59% of the 13F portfolio, value $18,826,792.

    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 348,197 shares
    Change vs previous 13F -17,021 shares

    0.59% of the 13F portfolio, value $18,719,091.

    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 365,218 shares
    Change vs previous 13F +4,894 shares

    0.64% of the 13F portfolio, value $19,787,518.

    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 360,324 shares
    Change vs previous 13F -8,228 shares

    0.63% of the 13F portfolio, value $17,821,602.

    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 368,552 shares
    Change vs previous 13F +240 shares

    0.62% of the 13F portfolio, value $16,680,658.

    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 368,312 shares
    Change vs previous 13F -6,684 shares

    0.6% of the 13F portfolio, value $16,220,445.

    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 374,996 shares
    Change vs previous 13F -2,218 shares

    0.65% of the 13F portfolio, value $17,943,554.

    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 377,214 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $16,506,883.

    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).