ENCOMPASS WEALTH ADVISORS, LLC - VANGUARD/WELLESLEY IN ownership

VANGUARD/WELLESLEY IN's ticker is and the CUSIP is 921938205. A total of 2 filers reported holding VANGUARD/WELLESLEY IN in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

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$287,0004,0640.07%
Other shareholders
VANGUARD/WELLESLEY IN shareholders Q3 2022
NameSharesValueWeighting ↓
TRUST CO OF TOLEDO NA /OH/ 4,482$267,0000.10%
Janney Montgomery Scott LLC 14,481$861,767,0000.09%
NORTH STAR ASSET MANAGEMENT INC 5,165$307,0000.04%
TOWER BRIDGE ADVISORS 3,538$210,523,0000.03%
CLIFFORD SWAN INVESTMENT COUNSEL LLC 5,030$303,0000.01%
DUBUQUE BANK & TRUST CO 67$4,0000.00%
View complete list of VANGUARD/WELLESLEY IN shareholders