Encompass Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History
Encompass Wealth Advisors, LLC
- $269 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,724Shares Held
93.1MCall Options Held
42.9KPut Options Held
7K-
Bank Of America Corp Charlotte, NC17MShares$3.44 Billion0.26% of portfolio
-
Assetmark, Inc4.17MShares$846 Million2.15% of portfolio
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Morgan Stanley New York, NY3.93MShares$797 Million0.05% of portfolio
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Betterment LLC New York, NY3.35MShares$679 Million1.48% of portfolio
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Wells Fargo & Company San Francisco, CA1.8MShares$364 Million0.08% of portfolio