Encompass Wealth Advisors
VO icon

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
Q3 		$6.87M Buy
87,620
+43,772
+100% +$3.56M 1.02% 20
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

Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Encompass Wealth Advisors's VO Position: Q3 2026 in Review

Encompass Wealth Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 100% in Q3 2026, buying an estimated $3.56M and bringing the position to 87,620 shares worth $6.87M. The position accounts for 1.02% of the portfolio, ranked #20.

Encompass Wealth Advisors first reported a position in VO in Q4 2020 and has held it in 24 quarters since. 1,250 funds tracked by Wall St. Rank hold VO as of Q3 2026.

  • Encompass Wealth Advisors held 87,620 shares of Vanguard Morningstar Mid-Cap ETF worth $6.87M as of Q3 2026.
  • Encompass Wealth Advisors bought 43,772 Vanguard Morningstar Mid-Cap ETF shares in Q3 2026, an estimated $3.56M.
  • Vanguard Morningstar Mid-Cap ETF made up 1.02% of Encompass Wealth Advisors's portfolio in Q3 2026, its #20 holding.
  • Encompass Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.