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
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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 |
|---|---|---|---|
| 2024-09-30 | $2.4M | 21k | 113.70 |
| 2024-06-30 | $2.2M | 21k | 104.60 |
| 2024-03-31 | $2.3M | 21k | 109.54 |
| 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 |
Top funds holding Vanguard Small Cap Index-adm fund
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