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Encompass Wealth Advisors’s Vanguard 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
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 $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Encompass Wealth Advisors sold out of Vanguard Small-Cap Value ETF (VBR) in Q1 2026, closing a stake of 1,098 shares — an estimated $233K sold.

Encompass Wealth Advisors first reported a position in VBR in Q3 2025 and held it in 2 quarters. The position peaked at $233K in Q4 2025. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Encompass Wealth Advisors reported no remaining Vanguard Small-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Encompass Wealth Advisors sold 1,098 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $233K.
  • Encompass Wealth Advisors first reported a position in Vanguard Small-Cap Value ETF in Q3 2025 and held it in 2 quarters.
  • Encompass Wealth Advisors's Vanguard Small-Cap Value ETF position peaked at $233K in Q4 2025.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

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