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Vanguard Small Cap Index-adm fund shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Vanguard Small Cap Index-adm fund (VSMAX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Vanguard Small Cap Index-adm fund

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small Cap Index-adm fund 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 Index-adm fund by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.9M 21k 90.57
2023-06-30 $2.0M 21k 95.31
2023-03-31 $1.9M 21k 90.85
2022-12-31 $1.8M 20k 87.94
2022-09-30 $1.7M 20k 81.91
2022-06-30 $1.7M 20k 84.38
2022-03-31 $2.1M 20k 101.87
2021-12-31 $2.2M 20k 108.35
2021-09-30 $2.1M 20k 104.84
2021-06-30 $3.2M 30k 107.92
2021-03-31 $3.1M 30k 106.03

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Airbnb Common Stock (ABNB)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Vanguard PRIMECAP Core Inv Mutual Fund (VPCCX)
Costco Wholesale Corp Common Stock (COST)

View all positions for Encompass Wealth Advisors

Top funds holding Vanguard Small Cap Index-adm fund

Fulton Bank, NA
Garde Capital
Neville Rodie & Shaw
North Star Asset Management
Wallington Asset Management
Fifth Third Wealth Advisors
Arvest Trust Co N A
Williams Jones Wealth Management
Main Street Group

View all funds holding Vanguard Small Cap Index-adm fund