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
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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 |
|---|---|---|---|
| 2025-09-30 | $2.7M | 11k | 254.27 |
| 2025-06-30 | $2.4M | 10k | 236.98 |
| 2025-03-31 | $2.2M | 10k | 221.75 |
| 2024-12-31 | $2.3M | 9.7k | 240.28 |
| 2024-09-30 | $2.3M | 9.7k | 237.22 |
| 2024-06-30 | $2.0M | 9.4k | 218.05 |
| 2024-03-31 | $2.1M | 9.4k | 228.60 |
| 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 |