EWA
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Encompass Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Encompass Wealth Advisors’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$527K Buy
1,425
+168
+13% +$60.1K 0.16% 58
2026
Q1 		$403K Sell
1,257
-486
-28% -$163K 0.14% 68
2025
Q4 		$584K Sell
1,743
-40
-2% -$13.3K 0.2% 53
2025
Q3 		$585K Buy
1,783
+148
+9% +$46.8K 0.2% 59
2025
Q2 		$497K Sell
1,635
-149
-8% -$41.9K 0.18% 64
2025
Q1 		$490K Buy
1,784
+105
+6% +$30.5K 0.2% 64
2024
Q4 		$487K Buy
1,679
+92
+6% +$26.8K 0.2% 61
2024
Q3 		$449K Buy
1,587
+143
+10% +$39K 0.11% 154
2024
Q2 		$386K Buy
1,444
+58
+4% +$15K 0.1% 161
2024
Q1 		$360K Buy
1,386
+3
+0.2% +$742 0.1% 177
2023
Q4 		$328K Buy
1,383
+43
+3% +$9.51K 0.1% 160
2023
Q3 		$285K Sell
1,340
-269
-17% -$59.5K 0.09% 161
2023
Q2 		$354K Hold
1,609
– – 0.12% 150
2023
Q1 		$328K Sell
1,609
-68
-4% -$13.6K 0.11% 151
2022
Q4 		$321K Sell
1,677
-10
-0.6% -$1.93K 0.12% 148
2022
Q3 		$303K Buy
1,687
+5
+0.3% +$997 0.12% 148
2022
Q2 		$317K Buy
1,682
+35
+2% +$7.19K 0.11% 150
2022
Q1 		$375K Buy
1,647
+83
+5% +$18.7K 0.09% 153
2021
Q4 		$378K Buy
1,564
+35
+2% +$8.26K 0.09% 160
2021
Q3 		$339K Sell
1,529
-131
-8% -$29.9K 0.09% 164
2021
Q2 		$369K Buy
1,660
+40
+2% +$8.68K 0.09% 163
2021
Q1 		$349K Buy
1,620
+200
+14% +$40.5K 0.09% 166
2020
Q4 		$276K Buy
+1,420
New +$260K 0.16% 87

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Encompass Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 13% in Q2 2026, buying an estimated $60.1K and bringing the position to 1,425 shares worth $527K. The position accounts for 0.16% of the portfolio, ranked #58.

Encompass Wealth Advisors first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. The position peaked at $585K in Q3 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Encompass Wealth Advisors held 1,425 shares of Vanguard Morningstar Total Stock Market ETF worth $527K as of Q2 2026.
  • Encompass Wealth Advisors bought 168 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $60.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.16% of Encompass Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • Encompass Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • Encompass Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $585K in Q3 2025.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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