Encompass More Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Encompass More Asset Management’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$422K	Buy	614 +22	+4%	+$14.7K	0.06%	189
2026 Q1	$354K	Sell	592 -113	-16%	-$70.7K	0.06%	176
2025 Q4	$442K	Sell	705 -39	-5%	-$24.2K	0.08%	151
2025 Q3	$456K	Buy	744 +91	+14%	+$53.6K	0.09%	139
2025 Q2	$371K	Sell	653 -38	-5%	-$20K	0.09%	143
2025 Q1	$355K	Buy	691 +88	+15%	+$47.6K	0.11%	138
2024 Q4	$325K	Buy	603 +13	+2%	+$7.04K	0.11%	142
2024 Q3	$311K	Buy	+590	New	+$300K	0.12%	131
2024 Q2	–	Sell	-426	Closed	-$205K	–	126
2024 Q1	$205K	Buy	+426	New	+$195K	0.17%	96

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Encompass More Asset Management's VOO Position: Q2 2026 in Review

Encompass More Asset Management increased its Vanguard S&P 500 ETF (VOO) stake by 3.7% in Q2 2026, buying an estimated $14.7K and bringing the position to 614 shares worth $422K. The position accounts for 0.06% of the portfolio, ranked #189.

Encompass More Asset Management first reported a position in VOO in Q1 2024 and has held it in 9 quarters since. The position peaked at $456K in Q3 2025. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Encompass More Asset Management held 614 shares of Vanguard S&P 500 ETF worth $422K as of Q2 2026.
Encompass More Asset Management bought 22 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $14.7K.
Vanguard S&P 500 ETF made up 0.06% of Encompass More Asset Management's portfolio in Q2 2026, its #189 holding.
Encompass More Asset Management first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
Encompass More Asset Management's Vanguard S&P 500 ETF position peaked at $456K in Q3 2025.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.