EWA
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Encompass Wealth Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Encompass Wealth Advisors’s Portfolio VSS Stock Details VSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.03M Buy
7,091
+127
+2% +$19.2K 0.36% 42
2025
Q4 		$998K Buy
6,964
+30
+0.4% +$4.27K 0.34% 42
2025
Q3 		$988K Buy
6,934
+198
+3% +$27.4K 0.34% 44
2025
Q2 		$905K Buy
6,736
+105
+2% +$13K 0.33% 44
2025
Q1 		$767K Buy
6,631
+203
+3% +$23.6K 0.31% 47
2024
Q4 		$736K Buy
6,428
+53
+0.8% +$6.37K 0.3% 48
2024
Q3 		$803K Buy
6,375
+269
+4% +$32.4K 0.2% 103
2024
Q2 		$717K Buy
6,106
+6
+0.1% +$704 0.19% 103
2024
Q1 		$713K Sell
6,100
-722
-11% -$81.7K 0.19% 109
2023
Q4 		$785K Buy
6,822
+190
+3% +$20.4K 0.24% 84
2023
Q3 		$704K Buy
6,632
+389
+6% +$43.2K 0.23% 82
2023
Q2 		$690K Buy
6,243
+33
+0.5% +$3.64K 0.22% 87
2023
Q1 		$678K Buy
6,210
+119
+2% +$12.9K 0.23% 82
2022
Q4 		$626K Sell
6,091
-605
-9% -$60.8K 0.23% 82
2022
Q3 		$621K Sell
6,696
-4,058
-38% -$422K 0.24% 78
2022
Q2 		$1.11M Sell
10,754
-3,908
-27% -$443K 0.39% 49
2022
Q1 		$1.82M Buy
14,662
+3,804
+35% +$477K 0.46% 38
2021
Q4 		$1.46M Buy
10,858
+409
+4% +$55.3K 0.35% 53
2021
Q3 		$1.4M Buy
10,449
+248
+2% +$34.1K 0.36% 50
2021
Q2 		$1.39M Buy
10,201
+585
+6% +$79.2K 0.34% 58
2021
Q1 		$1.28M Buy
9,616
+4,244
+79% +$538K 0.33% 60
2020
Q4 		$654K Buy
+5,372
New +$608K 0.38% 53

Other funds holding VSS

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Encompass Wealth Advisors's VSS Position: Q1 2026 in Review

Encompass Wealth Advisors increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 1.8% in Q1 2026, buying an estimated $19.2K and bringing the position to 7,091 shares worth $1.03M. The position accounts for 0.36% of the portfolio, ranked #42.

Encompass Wealth Advisors first reported a position in VSS in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.82M in Q1 2022. 696 funds tracked by Wall St. Rank hold VSS as of Q1 2026.

  • Encompass Wealth Advisors held 7,091 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $1.03M as of Q1 2026.
  • Encompass Wealth Advisors bought 127 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q1 2026, an estimated $19.2K.
  • Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.36% of Encompass Wealth Advisors's portfolio in Q1 2026, its #42 holding.
  • Encompass Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q4 2020 and has held it in 22 quarters since.
  • Encompass Wealth Advisors's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1.82M in Q1 2022.
  • 696 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.