AFO
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Allie Family Office’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Allie Family Office’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
2023
Q1 		– Sell
-7,544
Closed -$485K – 82
2022
Q4 		$485K Hold
7,544
– – 0.4% 39
2022
Q3 		$433K Hold
7,544
– – 0.37% 39
2022
Q2 		$479K Hold
7,544
– – 0.39% 41
2022
Q1 		$559K Hold
7,544
– – 0.43% 37
2021
Q4 		$589K Buy
+7,544
New +$603K 0.46% 44

Other funds holding VPL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
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

Allie Family Office's VPL Position: Q1 2023 in Review

Allie Family Office sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2023, closing a stake of 7,544 shares — an estimated $485K sold.

Allie Family Office first reported a position in VPL in Q4 2021 and held it in 5 quarters. The position peaked at $589K in Q4 2021. 315 funds tracked by Wall St. Rank hold VPL as of Q1 2023.

  • Allie Family Office reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2023 after selling out during the quarter.
  • Allie Family Office sold 7,544 Vanguard FTSE Pacific ETF shares in Q1 2023, an estimated $485K.
  • Allie Family Office first reported a position in Vanguard FTSE Pacific ETF in Q4 2021 and held it in 5 quarters.
  • Allie Family Office's Vanguard FTSE Pacific ETF position peaked at $589K in Q4 2021.
  • 315 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2023.

Based on Allie Family Office's 13F filing for Q1 2023, filed 8 May 2023.