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 ↓
Adams Asset Advisors, LLC 8,274$506,0000.10%
TRUST CO OF TOLEDO NA /OH/ 4,187$256,0000.08%
TOWER BRIDGE ADVISORS 4,129$252,902,0000.03%
View complete list of VANGUARD/WELLESLEY IN shareholders