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EXENCIAL WEALTH ADVISORS, LLC: VXUS position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 139,809 VXUS 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 139,809 shares
    Change vs previous 13F -11,165 shares

    0.34% of the 13F portfolio, value $10,780,637.

    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 150,974 shares
    Change vs previous 13F +1,545 shares

    0.36% of the 13F portfolio, value $11,389,468.

    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 149,429 shares
    Change vs previous 13F -2,726 shares

    0.36% of the 13F portfolio, value $10,977,036.

    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 152,155 shares
    Change vs previous 13F +6,021 shares

    0.37% of the 13F portfolio, value $10,512,399.

    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 146,134 shares
    Change vs previous 13F -1,083 shares

    0.34% of the 13F portfolio, value $9,074,894.

    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 147,217 shares
    Change vs previous 13F +3,890 shares

    0.32% of the 13F portfolio, value $8,675,484.

    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 143,327 shares
    Change vs previous 13F +2,585 shares

    0.33% of the 13F portfolio, value $9,279,022.

    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 140,742 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $8,486,768.

    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).