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Encompass Wealth Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Encompass Wealth Advisors’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$233K Buy
+960
New +$223K 0.07% 101
2026
Q1 		– Sell
-1,098
Closed -$233K – 105
2025
Q4 		$233K Buy
1,098
+80
+8% +$16.8K 0.08% 94
2025
Q3 		$212K Buy
+1,018
New +$208K 0.07% 103

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Encompass Wealth Advisors opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 960 shares worth $233K. The stake represents 0.07% of the portfolio and ranks #101 among its holdings. This is a return to the name: Encompass Wealth Advisors previously reported a position in VBR as recently as Q4 2025.

Encompass Wealth Advisors first reported a position in VBR in Q3 2025 and has held it in 3 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Encompass Wealth Advisors held 960 shares of Vanguard Morningstar Small-Cap Value ETF worth $233K as of Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF was a new Encompass Wealth Advisors position in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.07% of Encompass Wealth Advisors's portfolio in Q2 2026, its #101 holding.
  • Encompass Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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