ENCOMPASS WEALTH ADVISORS, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1849614 PORTLAND, OR

Position in VB

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$2,825,854

+$53,150 QoQ

Shares Held

10,789

+0.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

3.55%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,825,854	10,789	+0.4%	Shares	Sole	2026-04-21
2025-12-31	$2,772,704	10,749	+0.7%	Shares	Sole	2026-01-22
2025-09-30	$2,713,930	10,673	+3.9%	Shares	Sole	2025-10-22
2025-06-30	$2,434,258	10,272	+2.1%	Shares	Sole	2025-07-16
2025-03-31	$2,231,470	10,063	+3.2%	Shares	Sole	2025-04-22
2024-12-31	$2,342,009	9,747	+0.7%	Shares	Sole	2025-01-28
2024-09-30	$2,296,430	9,681	+3.0%	Shares	Sole	2024-11-05
2024-06-30	$2,048,485	9,395	+0.0%	Shares	Sole	2024-08-08
2024-03-31	$2,147,145	9,393	+1.1%	Shares	Sole	2024-05-13
2023-12-31	$1,981,835	9,290	+1.9%	Shares	Sole	2024-02-13
2023-09-30	$1,723,373	9,115	-0.4%	Shares	Sole	2023-11-07
2023-06-30	$1,820,440	9,153	+0.0%	Shares	Sole	2023-08-09
2023-03-31	$1,734,853	9,152	-2.1%	Shares	Sole	2023-05-05
2022-12-31	$1,715,731	9,348	+2.0%	Shares	Sole	2023-02-01
2022-09-30	$1,566,390	9,165	-15.4%	Shares	Sole	2022-10-28
2022-06-30	$1,907,271	10,830	-47.9%	Shares	Sole	2022-08-03
2022-03-31	$4,414,677	20,773	+18.5%	Shares	Sole	2022-04-28
2021-12-31	$3,962,859	17,534	+4.7%	Shares	Sole	2022-01-20
2021-09-30	$3,662,722	16,750	-0.2%	Shares	Sole	2021-11-16
2021-06-30	$3,781,099	16,784	+2.2%	Shares	Sole	2021-08-03
2021-03-31	$3,514,765	16,418	+117.3%	Shares	Sole	2021-05-25
2020-12-31	$1,470,612	7,554	—	Shares	Sole	2021-03-09
No filing history on record for this holder in this stock.