Encompass Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Encompass Wealth Advisors’s Portfolio VWO Stock Details VWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.63M	Sell	27,386 -171	-0.6%	-$10.1K	0.5%	32
2026 Q1	$1.49M	Buy	27,557 +350	+1%	+$19.6K	0.52%	32
2025 Q4	$1.46M	Buy	27,207 +287	+1%	+$15.6K	0.5%	31
2025 Q3	$1.46M	Buy	26,920 +515	+2%	+$26.5K	0.5%	35
2025 Q2	$1.31M	Buy	26,405 +30	+0.1%	+$1.39K	0.48%	35
2025 Q1	$1.19M	Buy	26,375 +984	+4%	+$44.3K	0.49%	34
2024 Q4	$1.12M	Buy	25,391 +1,276	+5%	+$59.3K	0.45%	35
2024 Q3	$1.15M	Sell	24,115 -866	-3%	-$38.6K	0.29%	70
2024 Q2	$1.09M	Sell	24,981 -257	-1%	-$11.1K	0.29%	71
2024 Q1	$1.05M	Sell	25,238 -2,150	-8%	-$87.7K	0.28%	77
2023 Q4	$1.13M	Buy	27,388 +859	+3%	+$34.1K	0.34%	61
2023 Q3	$1.04M	Buy	26,529 +1,360	+5%	+$55.5K	0.35%	57
2023 Q2	$1.02M	Buy	25,169 +193	+0.8%	+$7.78K	0.33%	56
2023 Q1	$1.01M	Buy	24,976 +535	+2%	+$21.8K	0.34%	55
2022 Q4	$953K	Sell	24,441 -2,961	-11%	-$113K	0.35%	56
2022 Q3	$1M	Sell	27,402 -6,970	-20%	-$283K	0.38%	54
2022 Q2	$1.43M	Sell	34,372 -8,342	-20%	-$360K	0.51%	40
2022 Q1	$1.97M	Buy	42,714 +7,320	+21%	+$352K	0.5%	36
2021 Q4	$1.75M	Buy	35,394 +3,566	+11%	+$180K	0.43%	43
2021 Q3	$1.59M	Buy	31,828 +761	+2%	+$39.3K	0.41%	46
2021 Q2	$1.69M	Buy	31,067 +2,451	+9%	+$131K	0.41%	51
2021 Q1	$1.5M	Buy	28,616 +9,313	+48%	+$496K	0.38%	51
2020 Q4	$967K	Buy	+19,303	New	+$907K	0.56%	43

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

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

Encompass Wealth Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.62% in Q2 2026, selling an estimated $10.1K and leaving 27,386 shares worth $1.63M. The position accounts for 0.5% of the portfolio, ranked #32.

Encompass Wealth Advisors first reported a position in VWO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.97M in Q1 2022. 2,599 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Encompass Wealth Advisors held 27,386 shares of Vanguard FTSE Emerging Markets ETF worth $1.63M as of Q2 2026.
Encompass Wealth Advisors sold 171 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $10.1K.
Vanguard FTSE Emerging Markets ETF made up 0.5% of Encompass Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Encompass Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 23 quarters since.
Encompass Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $1.97M in Q1 2022.
2,599 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

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