Vanguard Growth ETF shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Vanguard Growth ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Growth ETF held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Growth ETF by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 2.8k | 479.61 |
| 2025-06-30 | $1.2M | 2.8k | 438.40 |
| 2025-03-31 | $1.1M | 2.8k | 370.82 |
| 2024-12-31 | $1.2M | 2.8k | 410.44 |
| 2024-09-30 | $330k | 859 | 383.93 |
| 2024-06-30 | $349k | 932 | 374.01 |
| 2024-03-31 | $296k | 859 | 344.20 |
| 2022-09-30 | $229k | 1.1k | 214.02 |
| 2022-06-30 | $270k | 1.2k | 223.14 |
| 2022-03-31 | $336k | 1.2k | 287.18 |
| 2021-12-31 | $343k | 1.1k | 320.56 |
| 2021-09-30 | $387k | 1.3k | 289.45 |
| 2021-06-30 | $486k | 1.7k | 286.39 |
| 2021-03-31 | $429k | 1.6k | 268.63 |
| 2020-12-31 | $203k | 800 | 253.75 |