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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
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% +$99.5K 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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Encompass Wealth Advisors's VB Position: Q2 2026 in Review

Encompass Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.21% in Q2 2026, selling an estimated $6.59K and leaving 10,766 shares worth $3.26M. The position accounts for 0.99% of the portfolio, ranked #23.

Encompass Wealth Advisors first reported a position in VB in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.42M in Q1 2022. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Encompass Wealth Advisors held 10,766 shares of Vanguard Morningstar Small-Cap ETF worth $3.26M as of Q2 2026.
  • Encompass Wealth Advisors sold 23 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $6.59K.
  • Vanguard Morningstar Small-Cap ETF made up 0.99% of Encompass Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Encompass Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Encompass Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $4.42M in Q1 2022.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.