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 Q3	$2.18M	Buy	14,040 +6,966	+98%	+$1.09M	0.32%	44
2026 Q2	$1.09M	Sell	7,074 -17	-0.2%	-$2.67K	0.33%	42
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

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

Encompass Wealth Advisors increased its Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) stake by 98% in Q3 2026, buying an estimated $1.09M and bringing the position to 14,040 shares worth $2.18M. The position accounts for 0.32% of the portfolio, ranked #44.

Encompass Wealth Advisors first reported a position in VSS in Q4 2020 and has held it in 24 quarters since. 199 funds tracked by Wall St. Rank hold VSS as of Q3 2026.

Encompass Wealth Advisors held 14,040 shares of Vanguard FTSE All-World ex-US Small-Cap Index Fund worth $2.18M as of Q3 2026.
Encompass Wealth Advisors bought 6,966 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2026, an estimated $1.09M.
Vanguard FTSE All-World ex-US Small-Cap Index Fund made up 0.32% of Encompass Wealth Advisors's portfolio in Q3 2026, its #44 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 24 quarters since.
199 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2026.

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