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Encompass Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Encompass Wealth Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.15M Sell
43,840
-604
-1% -$44.9K 1.1% 22
2025
Q4 		$3.22M Buy
44,444
+512
+1% +$37.2K 1.1% 19
2025
Q3 		$3.23M Buy
43,932
+148
+0.3% +$10.6K 1.1% 20
2025
Q2 		$3.06M Buy
43,784
+1,820
+4% +$119K 1.12% 20
2025
Q1 		$2.71M Buy
41,964
+252
+0.6% +$16.9K 1.1% 22
2024
Q4 		$2.75M Buy
41,712
+2,672
+7% +$181K 1.11% 20
2024
Q3 		$2.57M Buy
39,040
+1,148
+3% +$72.1K 0.64% 29
2024
Q2 		$2.29M Buy
37,892
+96
+0.3% +$5.83K 0.61% 32
2024
Q1 		$2.36M Sell
37,796
-448
-1% -$26.5K 0.63% 29
2023
Q4 		$2.22M Buy
38,244
+820
+2% +$43.8K 0.67% 28
2023
Q3 		$1.95M Buy
37,424
+312
+0.8% +$17.1K 0.65% 29
2023
Q2 		$2.04M Buy
37,112
+4
+0% +$210 0.66% 28
2023
Q1 		$1.96M Sell
37,108
-724
-2% -$38.5K 0.67% 30
2022
Q4 		$1.93M Sell
37,832
-996
-3% -$50.7K 0.7% 27
2022
Q3 		$1.82M Sell
38,828
-6,996
-15% -$366K 0.69% 29
2022
Q2 		$2.26M Sell
45,824
-35,588
-44% -$1.92M 0.8% 25
2022
Q1 		$4.84M Buy
81,412
+12,328
+18% +$723K 1.22% 17
2021
Q4 		$4.4M Buy
69,084
+3,584
+5% +$225K 1.07% 22
2021
Q3 		$3.88M Sell
65,500
-1,040
-2% -$62.8K 1.01% 22
2021
Q2 		$3.95M Buy
66,540
+1,696
+3% +$98.3K 0.97% 23
2021
Q1 		$3.74M Buy
64,844
+32,280
+99% +$1.75M 0.95% 24
2020
Q4 		$1.68M Buy
+32,564
New +$1.58M 0.97% 22

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Encompass Wealth Advisors reduced its Vanguard Mid-Cap ETF (VO) stake by 1.4% in Q1 2026, selling an estimated $44.9K and leaving 43,840 shares worth $3.15M. The position accounts for 1.1% of the portfolio, ranked #22.

Encompass Wealth Advisors first reported a position in VO in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.84M in Q1 2022. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Encompass Wealth Advisors held 43,840 shares of Vanguard Mid-Cap ETF worth $3.15M as of Q1 2026.
  • Encompass Wealth Advisors sold 604 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $44.9K.
  • Vanguard Mid-Cap ETF made up 1.1% of Encompass Wealth Advisors's portfolio in Q1 2026, its #22 holding.
  • Encompass Wealth Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Encompass Wealth Advisors's Vanguard Mid-Cap ETF position peaked at $4.84M in Q1 2022.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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