Encompass Wealth Advisors »

Vanguard FTSE All Wld Ex USSml Cap shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Vanguard FTSE All Wld Ex USSml Cap (VSS) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Vanguard FTSE All Wld Ex USSml Cap

Tip: Access up to 7 years of quarterly data

All positions including Vanguard FTSE All Wld Ex USSml Cap held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard FTSE All Wld Ex USSml Cap by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $803k 6.4k 125.96
2024-06-30 $717k 6.1k 117.50
2024-03-31 $713k 6.1k 116.83
2023-09-30 $704k 6.6k 106.20
2023-06-30 $690k 6.2k 110.47
2023-03-31 $678k 6.2k 109.24
2022-12-31 $626k 6.1k 102.81
2022-09-30 $621k 6.7k 92.74
2022-06-30 $1.1M 11k 103.22
2022-03-31 $1.8M 15k 123.86
2021-12-31 $1.5M 11k 134.00
2021-09-30 $1.4M 10k 133.70
2021-06-30 $1.4M 10k 136.36
2021-03-31 $1.3M 9.6k 133.11
2020-12-31 $654k 5.4k 121.74