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Vanguard Small-Cap ETF shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.7M 9.1k 189.08
2023-06-30 $1.8M 9.2k 198.90
2023-03-31 $1.7M 9.2k 189.55
2022-12-31 $1.7M 9.3k 183.53
2022-09-30 $1.6M 9.2k 170.87
2022-06-30 $1.9M 11k 176.08
2022-03-31 $4.4M 21k 212.54
2021-12-31 $4.0M 18k 226.02
2021-09-30 $3.7M 17k 218.63
2021-06-30 $3.8M 17k 225.27
2021-03-31 $3.6M 16k 221.28
2020-12-31 $2.2M 11k 194.70