Addis & Hill’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Addis & Hill’s Portfolio VPL Stock Details VPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.6M	Buy	195,404 +1,435	+0.7%	+$159K	12.46%	2
2026 Q1	$19M	Buy	193,969 +1,503	+0.8%	+$150K	11.53%	3
2025 Q4	$17.4M	Buy	192,466 +2,851	+2%	+$258K	10.54%	3
2025 Q3	$16.7M	Buy	189,615 +4,444	+2%	+$378K	10.19%	3
2025 Q2	$15.2M	Sell	185,171 -743	-0.4%	-$56.7K	9.94%	3
2025 Q1	$13.5M	Buy	185,914 +18,862	+11%	+$1.38M	9.4%	3
2024 Q4	$11.9M	Buy	167,052 +34,949	+26%	+$2.61M	8.77%	3
2024 Q3	$10.4M	Buy	132,103 +947	+0.7%	+$71.7K	7.93%	3
2024 Q2	$9.77M	Buy	131,156 +10,534	+9%	+$779K	8.14%	3
2024 Q1	$9.09M	Sell	120,622 -46	-0%	-$3.37K	7.76%	3
2023 Q4	$9.07M	Buy	+120,668	New	+$8.2M	8.06%	3

Other funds holding VPL

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM