EWA
VTI icon

Encompass Wealth Advisors’s Vanguard 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
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 $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Encompass Wealth Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 28% in Q1 2026, selling an estimated $163K and leaving 1,257 shares worth $403K. The position accounts for 0.14% of the portfolio, ranked #68.

Encompass Wealth Advisors first reported a position in VTI in Q4 2020 and has held it in 22 quarters since. The position peaked at $585K in Q3 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Encompass Wealth Advisors held 1,257 shares of Vanguard Total Stock Market ETF worth $403K as of Q1 2026.
  • Encompass Wealth Advisors sold 486 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $163K.
  • Vanguard Total Stock Market ETF made up 0.14% of Encompass Wealth Advisors's portfolio in Q1 2026, its #68 holding.
  • Encompass Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
  • Encompass Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $585K in Q3 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

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