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Vanguard Admiral Shares Taxable shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Vanguard Admiral Shares Taxable (VFSUX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Vanguard Admiral Shares Taxable

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Admiral Shares Taxable 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 Admiral Shares Taxable by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $103k 10k 10.20

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)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
Airbnb Common Stock (ABNB)
Microsoft Corp Common Stock (MSFT)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Apple Common Stock (AAPL)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Costco Wholesale Corp Common Stock (COST)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Vanguard PRIMECAP Core Inv Mutual Fund (VPCCX)

View all positions for Encompass Wealth Advisors

Top funds holding Vanguard Admiral Shares Taxable

Wallington Asset Management
Dividend Growth Advisors
Encompass Wealth Advisors
Tucker Asset Management
Main Street Group

View all funds holding Vanguard Admiral Shares Taxable