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Encompass Wealth Advisors’s Vanguard Morningstar 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
Q2 		$3.53M Buy
43,848
+8
+0% +$620 1.08% 19
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Encompass Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.02% in Q2 2026, buying an estimated $620 and bringing the position to 43,848 shares worth $3.53M. The position accounts for 1.08% of the portfolio, ranked #19.

Encompass Wealth Advisors first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.84M in Q1 2022. 2,481 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Encompass Wealth Advisors held 43,848 shares of Vanguard Morningstar Mid-Cap ETF worth $3.53M as of Q2 2026.
  • Encompass Wealth Advisors bought 8 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $620.
  • Vanguard Morningstar Mid-Cap ETF made up 1.08% of Encompass Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Encompass Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Encompass Wealth Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $4.84M in Q1 2022.
  • 2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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