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Encompass Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Encompass Wealth Advisors’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.29M Sell
116,358
-514
-0.4% -$35.8K 2.52% 9
2026
Q1 		$7.49M Sell
116,872
-630
-0.5% -$41.6K 2.61% 8
2025
Q4 		$7.34M Buy
117,502
+296
+0.3% +$18.1K 2.5% 10
2025
Q3 		$7.02M Buy
117,206
+2,746
+2% +$160K 2.39% 9
2025
Q2 		$6.53M Buy
114,460
+267
+0.2% +$14.3K 2.39% 10
2025
Q1 		$5.8M Buy
114,193
+1,323
+1% +$66.9K 2.36% 10
2024
Q4 		$5.4M Buy
112,870
+1,108
+1% +$55.6K 2.18% 10
2024
Q3 		$5.9M Buy
111,762
+3,141
+3% +$160K 1.48% 14
2024
Q2 		$5.37M Sell
108,621
-2,592
-2% -$129K 1.42% 14
2024
Q1 		$5.58M Sell
111,213
-5,137
-4% -$248K 1.48% 13
2023
Q4 		$5.57M Buy
116,350
+3,977
+4% +$178K 1.67% 12
2023
Q3 		$4.91M Buy
112,373
+2,898
+3% +$133K 1.63% 12
2023
Q2 		$5.06M Buy
109,475
+329
+0.3% +$15.1K 1.64% 12
2023
Q1 		$4.93M Buy
109,146
+1,225
+1% +$54.6K 1.68% 12
2022
Q4 		$4.53M Buy
107,921
+6,388
+6% +$259K 1.65% 13
2022
Q3 		$3.69M Sell
101,533
-26,357
-21% -$1.07M 1.4% 14
2022
Q2 		$5.22M Sell
127,890
-48,521
-28% -$2.16M 1.85% 12
2022
Q1 		$8.47M Buy
176,411
+31,646
+22% +$1.54M 2.14% 9
2021
Q4 		$7.39M Buy
144,765
+4,774
+3% +$245K 1.8% 11
2021
Q3 		$7.07M Buy
139,991
+5,342
+4% +$278K 1.84% 12
2021
Q2 		$6.94M Buy
134,649
+6,068
+5% +$313K 1.71% 12
2021
Q1 		$6.5M Buy
128,581
+42,834
+50% +$2.09M 1.66% 11
2020
Q4 		$4.05M Buy
+85,747
New +$3.77M 2.33% 10

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Encompass Wealth Advisors reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.44% in Q2 2026, selling an estimated $35.8K and leaving 116,358 shares worth $8.29M. The position accounts for 2.52% of the portfolio, ranked #9.

Encompass Wealth Advisors first reported a position in VEA in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.47M in Q1 2022. 2,992 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Encompass Wealth Advisors held 116,358 shares of Vanguard FTSE Developed Markets ETF worth $8.29M as of Q2 2026.
  • Encompass Wealth Advisors sold 514 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $35.8K.
  • Vanguard FTSE Developed Markets ETF made up 2.52% of Encompass Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • Encompass Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2020 and has held it in 23 quarters since.
  • Encompass Wealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $8.47M in Q1 2022.
  • 2,992 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

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