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Advisor Group’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Advisor Group’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
2019
Q4 		$922K Sell
13,238
-766
-5% -$52.5K 0.01% 1249
2019
Q3 		$926K Buy
14,004
+174
+1% +$11.3K 0.01% 1184
2019
Q2 		$915K Buy
13,830
+1,915
+16% +$125K 0.01% 1165
2019
Q1 		$785K Buy
11,915
+769
+7% +$49.8K 0.01% 1262
2018
Q4 		$677K Sell
11,146
-994
-8% -$64.4K 0.01% 1201
2018
Q3 		$864K Sell
12,140
-6,792
-36% -$473K 0.01% 1092
2018
Q2 		$1.32M Buy
18,932
+2,387
+14% +$174K 0.02% 727
2018
Q1 		$1.21M Buy
16,545
+10,036
+154% +$743K 0.02% 763
2017
Q4 		$476K Buy
6,509
+29
+0.4% +$2.07K 0.01% 1359
2017
Q3 		$443K Sell
6,480
-73
-1% -$4.91K 0.01% 1287
2017
Q2 		$432K Sell
6,553
-16,256
-71% -$1.05M 0.01% 1241
2017
Q1 		$1.44M Sell
22,809
-2,378
-9% -$147K 0.03% 566
2016
Q4 		$1.46M Sell
25,187
-1,795
-7% -$107K 0.03% 516
2016
Q3 		$1.64M Buy
26,982
+5,109
+23% +$301K 0.04% 470
2016
Q2 		$1.22M Buy
+21,873
New +$1.22M 0.03% 547

Other funds holding VPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Group's VPL Position: Q4 2019 in Review

Advisor Group reduced its Vanguard FTSE Pacific ETF (VPL) stake by 5.5% in Q4 2019, selling an estimated $52.5K and leaving 13,238 shares worth $922K. The position accounts for 0.01% of the portfolio, ranked #1249.

Advisor Group first reported a position in VPL in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.64M in Q3 2016. 257 funds tracked by Wall St. Rank hold VPL as of Q4 2019.

  • Advisor Group held 13,238 shares of Vanguard FTSE Pacific ETF worth $922K as of Q4 2019.
  • Advisor Group sold 766 Vanguard FTSE Pacific ETF shares in Q4 2019, an estimated $52.5K.
  • Vanguard FTSE Pacific ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1249 holding.
  • Advisor Group first reported a position in Vanguard FTSE Pacific ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Vanguard FTSE Pacific ETF position peaked at $1.64M in Q3 2016.
  • 257 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.