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Vanguard S&p 500 Etf idx shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Vanguard S&p 500 Etf idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard S&p 500 Etf idx 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 S&p 500 Etf idx by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $289k 472 612.87
2020-12-31 $7.4M 21k 343.69

More positions owned by Encompass Wealth Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Airbnb Com Cl A (ABNB)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Core Msci Emkt (IEMG)
Costco Wholesale Corporation (COST)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Encompass Wealth Advisors

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James Financial
Canerector
Jpmorgan Chase & Co
CalPERS
Morgan Stanley
Jones Financial Companies, L.L
Goldman Sachs Group
Acorns Advisers
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Mercer Global Advisors
HPM Partners

View all funds holding Vanguard S&p 500 Etf idx