Position in VTRS
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$156,135
+$48,394 QoQ
Shares Held
11,557
+6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in VTRS Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $2,532,182 across 3 Drug Manufacturers - Specialty & Generic names. VTRS ranks #3 (6.2% of the industry book) .
All Filings in VTRS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $156,135 | 11,557 | Shares | Sole | 2026-04-28 | |
| 2025-09-30 | $107,741 | 10,883 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||