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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.42M	Sell	15,581 -72	-0.5%	-$15.5K	1.04%	22
2026 Q1	$3.19M	Buy	15,653 +99	+0.6%	+$20.7K	1.11%	20
2025 Q4	$3.19M	Buy	15,554 +1,381	+10%	+$280K	1.08%	21
2025 Q3	$2.83M	Buy	14,173 +258	+2%	+$50.1K	0.96%	22
2025 Q2	$2.63M	Buy	13,915 +974	+8%	+$175K	0.96%	22
2025 Q1	$2.38M	Buy	12,941 +1,188	+10%	+$222K	0.97%	23
2024 Q4	$2.17M	Buy	11,753 +229	+2%	+$43.9K	0.88%	24
2024 Q3	$2.2M	Buy	11,524 +986	+9%	+$181K	0.55%	40
2024 Q2	$1.85M	Buy	10,538 +609	+6%	+$107K	0.49%	45
2024 Q1	$1.79M	Buy	9,929 +94	+1%	+$16.2K	0.48%	42
2023 Q4	$1.65M	Buy	9,835 +3,176	+48%	+$494K	0.5%	42
2023 Q3	$990K	Buy	6,659 +2,297	+53%	+$359K	0.33%	61
2023 Q2	$679K	Buy	4,362 +827	+23%	+$123K	0.22%	88
2023 Q1	$519K	Buy	3,535 +1,128	+47%	+$165K	0.18%	103
2022 Q4	$337K	Hold	2,407	–	–	0.12%	144
2022 Q3	$299K	Hold	2,407	–	–	0.11%	151
2022 Q2	$320K	Hold	2,407	–	–	0.11%	146
2022 Q1	$363K	Buy	2,407 +1	+0%	+$149	0.09%	155
2021 Q4	$364K	Hold	2,406	–	–	0.09%	165
2021 Q3	$338K	Hold	2,406	–	–	0.09%	165
2021 Q2	$343K	Hold	2,406	–	–	0.08%	172
2021 Q1	$343K	Hold	2,406	–	–	0.09%	168
2020 Q4	$298K	Buy	+2,406	New	+$282K	0.17%	82

Other funds holding VOOV

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

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

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Encompass Wealth Advisors reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 0.46% in Q2 2026, selling an estimated $15.5K and leaving 15,581 shares worth $3.42M. The position accounts for 1.04% of the portfolio, ranked #22.

Encompass Wealth Advisors first reported a position in VOOV in Q4 2020 and has held it in 23 quarters since. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Encompass Wealth Advisors held 15,581 shares of Vanguard S&P 500 Value ETF worth $3.42M as of Q2 2026.
Encompass Wealth Advisors sold 72 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $15.5K.
Vanguard S&P 500 Value ETF made up 1.04% of Encompass Wealth Advisors's portfolio in Q2 2026, its #22 holding.
Encompass Wealth Advisors first reported a position in Vanguard S&P 500 Value ETF in Q4 2020 and has held it in 23 quarters since.
453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

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