Encompass Wealth Advisors
VUG icon

Encompass Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Encompass Wealth Advisors’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.03M Buy
33,624
+16,812
+100% +$1.47M 0.45% 36
2026
Q2 		$1.45M Hold
16,812
– – 0.44% 35
2026
Q1 		$1.22M Hold
16,812
– – 0.43% 38
2025
Q4 		$1.37M Sell
16,812
-216
-1% -$17.5K 0.47% 35
2025
Q3 		$1.36M Hold
17,028
– – 0.46% 36
2025
Q2 		$1.24M Sell
17,028
-18
-0.1% -$1.18K 0.46% 36
2025
Q1 		$1.05M Hold
17,046
– – 0.43% 38
2024
Q4 		$1.17M Buy
17,046
+11,892
+231% +$799K 0.47% 34
2024
Q3 		$330K Sell
5,154
-438
-8% -$27.1K 0.08% 185
2024
Q2 		$349K Buy
5,592
+438
+8% +$25.5K 0.09% 172
2024
Q1 		$296K Buy
+5,154
New +$283K 0.08% 198
2022
Q4 		– Sell
-6,420
Closed -$229K – 266
2022
Q3 		$229K Sell
6,420
-840
-12% -$33.8K 0.09% 174
2022
Q2 		$270K Buy
7,260
+240
+3% +$9.9K 0.1% 161
2022
Q1 		$336K Buy
7,020
+600
+9% +$28.4K 0.08% 166
2021
Q4 		$343K Sell
6,420
-1,602
-20% -$83.5K 0.08% 172
2021
Q3 		$387K Sell
8,022
-2,160
-21% -$107K 0.1% 150
2021
Q2 		$486K Buy
10,182
+600
+6% +$27.2K 0.12% 136
2021
Q1 		$429K Hold
9,582
– – 0.11% 147
2020
Q4 		$405K Buy
+9,582
New +$382K 0.23% 72

Other funds holding VUG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

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

Encompass Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 100% in Q3 2026, buying an estimated $1.47M and bringing the position to 33,624 shares worth $3.03M. The position accounts for 0.45% of the portfolio, ranked #36.

Encompass Wealth Advisors first reported a position in VUG in Q4 2020 and has held it in 19 quarters since. 1,307 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Encompass Wealth Advisors held 33,624 shares of Vanguard Morningstar Growth ETF worth $3.03M as of Q3 2026.
  • Encompass Wealth Advisors bought 16,812 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $1.47M.
  • Vanguard Morningstar Growth ETF made up 0.45% of Encompass Wealth Advisors's portfolio in Q3 2026, its #36 holding.
  • Encompass Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2020 and has held it in 19 quarters since.
  • 1,307 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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