EWA
VB icon

Encompass Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Encompass Wealth Advisors’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.83M Buy
10,789
+40
+0.4% +$10.8K 0.98% 25
2025
Q4 		$2.77M Buy
10,749
+76
+0.7% +$19.5K 0.94% 25
2025
Q3 		$2.71M Buy
10,673
+401
+4% +$99.5K 0.92% 23
2025
Q2 		$2.43M Buy
10,272
+209
+2% +$46.6K 0.89% 24
2025
Q1 		$2.23M Buy
10,063
+316
+3% +$75.5K 0.91% 24
2024
Q4 		$2.34M Buy
9,747
+66
+0.7% +$16.2K 0.95% 23
2024
Q3 		$2.3M Buy
9,681
+286
+3% +$65K 0.57% 35
2024
Q2 		$2.05M Buy
9,395
+2
+0% +$439 0.54% 41
2024
Q1 		$2.15M Buy
9,393
+103
+1% +$22.2K 0.57% 32
2023
Q4 		$1.98M Buy
9,290
+175
+2% +$33.7K 0.59% 35
2023
Q3 		$1.72M Sell
9,115
-38
-0.4% -$7.57K 0.57% 34
2023
Q2 		$1.82M Buy
9,153
+1
+0% +$189 0.59% 33
2023
Q1 		$1.73M Sell
9,152
-196
-2% -$38K 0.59% 34
2022
Q4 		$1.72M Buy
9,348
+183
+2% +$33.9K 0.63% 32
2022
Q3 		$1.57M Sell
9,165
-1,665
-15% -$314K 0.6% 35
2022
Q2 		$1.91M Sell
10,830
-9,943
-48% -$1.92M 0.67% 31
2022
Q1 		$4.42M Buy
20,773
+3,239
+18% +$682K 1.11% 23
2021
Q4 		$3.96M Buy
17,534
+784
+5% +$178K 0.96% 25
2021
Q3 		$3.66M Sell
16,750
-34
-0.2% -$7.56K 0.96% 23
2021
Q2 		$3.78M Buy
16,784
+366
+2% +$81.1K 0.93% 25
2021
Q1 		$3.63M Buy
16,418
+8,864
+117% +$1.87M 0.93% 26
2020
Q4 		$1.47M Buy
+7,554
New +$1.33M 0.85% 27

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Encompass Wealth Advisors's VB Position: Q1 2026 in Review

Encompass Wealth Advisors increased its Vanguard Small-Cap ETF (VB) stake by 0.37% in Q1 2026, buying an estimated $10.8K and bringing the position to 10,789 shares worth $2.83M. The position accounts for 0.98% of the portfolio, ranked #25.

Encompass Wealth Advisors first reported a position in VB in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.42M in Q1 2022. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Encompass Wealth Advisors held 10,789 shares of Vanguard Small-Cap ETF worth $2.83M as of Q1 2026.
  • Encompass Wealth Advisors bought 40 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $10.8K.
  • Vanguard Small-Cap ETF made up 0.98% of Encompass Wealth Advisors's portfolio in Q1 2026, its #25 holding.
  • Encompass Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Encompass Wealth Advisors's Vanguard Small-Cap ETF position peaked at $4.42M in Q1 2022.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.