Encompass Wealth Advisors
VOO icon

Encompass Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Encompass Wealth Advisors’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$623K Buy
888
+449
+102% +$314K 0.09% 87
2026
Q2 		$301K Buy
+439
New +$293K 0.09% 88
2026
Q1 		– Sell
-475
Closed -$298K – 106
2025
Q4 		$298K Buy
475
+3
+0.6% +$1.86K 0.1% 86
2025
Q3 		$289K Buy
+472
New +$278K 0.1% 90

Other funds holding VOO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

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

Encompass Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 102% in Q3 2026, buying an estimated $314K and bringing the position to 888 shares worth $623K. The position accounts for 0.09% of the portfolio, ranked #87.

Encompass Wealth Advisors first reported a position in VOO in Q3 2025 and has held it in 4 quarters since. 2,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Encompass Wealth Advisors held 888 shares of Vanguard S&P 500 ETF worth $623K as of Q3 2026.
  • Encompass Wealth Advisors bought 449 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $314K.
  • Vanguard S&P 500 ETF made up 0.09% of Encompass Wealth Advisors's portfolio in Q3 2026, its #87 holding.
  • Encompass Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

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