ENCOMPASS WEALTH ADVISORS, LLC - VANGUARD/WELLESLEY IN ownership

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VANGUARD/WELLESLEY IN's ticker is and the CUSIP is 921938205. A total of 8 filers reported holding VANGUARD/WELLESLEY IN in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
ENCOMPASS WEALTH ADVISORS, LLC ownership history of VANGUARD/WELLESLEY IN
ValueSharesWeighting
Q2 2022$253,000
-7.3%
4,0640.0%0.09%
+29.0%
Q1 2022$273,000
-5.5%
4,0640.0%0.07%
-2.8%
Q2 2021$289,000
+0.7%
4,0640.0%0.07%
-2.7%
Q1 2021$287,000–4,064–0.07%–
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Other shareholders
VANGUARD/WELLESLEY IN shareholders Q2 2021
NameSharesValueWeighting ↓
Strategic Investment Solutions, Inc. /IL 4,868,694$288,326,2783.56%
Westside Investment Management, Inc. 37$2,1680.00%
Coston, McIsaac & Partners 25$10.00%
View complete list of VANGUARD/WELLESLEY IN shareholders