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

Encompass Wealth Advisors’s Portfolio VOOG Stock Details VOOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.26M	Buy	75,745 +1,309	+2%	+$104K	1.91%	13
2026 Q1	$5.06M	Buy	74,436 +5,328	+8%	+$385K	1.76%	13
2025 Q4	$5.12M	Buy	69,108 +4,512	+7%	+$332K	1.74%	13
2025 Q3	$4.69M	Sell	64,596 -828	-1%	-$57.3K	1.6%	14
2025 Q2	$4.32M	Sell	65,424 -2,988	-4%	-$178K	1.59%	14
2025 Q1	$3.81M	Buy	68,412 +10,254	+18%	+$621K	1.55%	14
2024 Q4	$3.55M	Buy	58,158 +6,282	+12%	+$377K	1.43%	15
2024 Q3	$2.99M	Buy	51,876 +4,014	+8%	+$223K	0.75%	24
2024 Q2	$2.66M	Buy	47,862 +8,886	+23%	+$461K	0.7%	27
2024 Q1	$1.98M	Buy	38,976 +1,464	+4%	+$70.7K	0.53%	34
2023 Q4	$1.69M	Buy	37,512 +11,478	+44%	+$491K	0.51%	41
2023 Q3	$1.07M	Buy	26,034 +7,416	+40%	+$315K	0.36%	54
2023 Q2	$788K	Buy	18,618 +3,078	+20%	+$122K	0.26%	78
2023 Q1	$597K	Buy	15,540 +4,326	+39%	+$159K	0.2%	91
2022 Q4	$394K	Buy	+11,214	New	+$405K	0.14%	124
2022 Q2	–	Sell	-4,734	Closed	-$217K	–	248
2022 Q1	$217K	Hold	4,734	–	–	0.05%	206
2021 Q4	$238K	Hold	4,734	–	–	0.06%	203
2021 Q3	$210K	Hold	4,734	–	–	0.05%	207
2021 Q2	$207K	Buy	+4,734	New	+$197K	0.05%	215

Other funds holding VOOG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Encompass Wealth Advisors increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 1.8% in Q2 2026, buying an estimated $104K and bringing the position to 75,745 shares worth $6.26M. The position accounts for 1.91% of the portfolio, ranked #13.

Encompass Wealth Advisors first reported a position in VOOG in Q2 2021 and has held it in 19 quarters since. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Encompass Wealth Advisors held 75,745 shares of Vanguard S&P 500 Growth ETF worth $6.26M as of Q2 2026.
Encompass Wealth Advisors bought 1,309 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $104K.
Vanguard S&P 500 Growth ETF made up 1.91% of Encompass Wealth Advisors's portfolio in Q2 2026, its #13 holding.
Encompass Wealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q2 2021 and has held it in 19 quarters since.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

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