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Encompass Wealth Advisors’s Vanguard Morningstar 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
Q3 		$6.12M Buy
21,498
+10,732
+100% +$3.2M 0.9% 24
2026
Q2 		$3.26M Sell
10,766
-23
-0.2% -$6.59K 0.99% 23
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% +$99.4K 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

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Encompass Wealth Advisors's VB Position: Q3 2026 in Review

Encompass Wealth Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 100% in Q3 2026, buying an estimated $3.2M and bringing the position to 21,498 shares worth $6.12M. The position accounts for 0.9% of the portfolio, ranked #24.

Encompass Wealth Advisors first reported a position in VB in Q4 2020 and has held it in 24 quarters since. 597 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Encompass Wealth Advisors held 21,498 shares of Vanguard Morningstar Small-Cap ETF worth $6.12M as of Q3 2026.
  • Encompass Wealth Advisors bought 10,732 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $3.2M.
  • Vanguard Morningstar Small-Cap ETF made up 0.9% of Encompass Wealth Advisors's portfolio in Q3 2026, its #24 holding.
  • Encompass Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • 597 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.