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Vanguard Primecap Core shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Vanguard Primecap Core (VPCCX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Vanguard Primecap Core

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Primecap Core 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 Primecap Core by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.4M 143k 30.44
2023-06-30 $4.4M 143k 30.70
2023-03-31 $4.1M 143k 28.46
2022-12-31 $3.9M 143k 27.18
2022-09-30 $3.5M 132k 26.49
2022-06-30 $3.9M 140k 28.15
2022-03-31 $4.5M 140k 32.25
2021-12-31 $4.9M 147k 33.63
2021-09-30 $4.8M 142k 33.78
2021-06-30 $5.5M 158k 34.61
2021-03-31 $5.3M 158k 33.44

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 Primecap Core

Woodstock Corp
Garde Capital
ORG Partners

View all funds holding Vanguard Primecap Core