Avantax Advisory Services’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Avantax Advisory Services’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
2025 Q2	$576K	Sell	7,013 -776	-10%	-$59.2K	﹤0.01%	1501
2025 Q1	$564K	Buy	7,789 +140	+2%	+$10.3K	﹤0.01%	1426
2024 Q4	$543K	Sell	7,649 -141	-2%	-$10.5K	﹤0.01%	1387
2024 Q3	$611K	Sell	7,790 -43	-0.5%	-$3.25K	﹤0.01%	1284
2024 Q2	$581K	Buy	7,833 +3,128	+66%	+$231K	﹤0.01%	1273
2024 Q1	$358K	Sell	4,705 -1,280	-21%	-$93.6K	﹤0.01%	1205
2023 Q4	$431K	Buy	5,985 +1,342	+29%	+$91.2K	﹤0.01%	1059
2023 Q3	$311K	Sell	4,643 -434	-9%	-$30.1K	﹤0.01%	1180
2023 Q2	$354K	Buy	5,077 +75	+1%	+$5.18K	﹤0.01%	1096
2023 Q1	$339K	Buy	5,002 +342	+7%	+$23K	﹤0.01%	1081
2022 Q4	$300K	Sell	4,660 -2,931	-39%	-$183K	﹤0.01%	1105
2022 Q3	$436K	Sell	7,591 -12,106	-61%	-$773K	0.01%	836
2022 Q2	$1.25M	Sell	19,697 -908	-4%	-$62.1K	0.02%	490
2022 Q1	$1.53M	Buy	20,605 +5,747	+39%	+$429K	0.02%	441
2021 Q4	$1.16M	Buy	14,858 +3,542	+31%	+$283K	0.02%	496
2021 Q3	$917K	Buy	11,316 +402	+4%	+$33.2K	0.02%	518
2021 Q2	$900K	Buy	10,914 +89	+0.8%	+$7.39K	0.02%	502
2021 Q1	$882K	Buy	10,825 +36	+0.3%	+$2.96K	0.02%	459
2020 Q4	$861K	Sell	10,789 -3,286	-23%	-$242K	0.02%	406
2020 Q3	$959K	Buy	14,075 +3,074	+28%	+$205K	0.02%	551
2020 Q2	$702K	Sell	11,001 -66	-0.6%	-$3.98K	0.02%	410
2020 Q1	$608K	Buy	+11,067	New	+$707K	0.02%	397

Other funds holding VPL

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avantax Advisory Services's VPL Position: Q2 2025 in Review

Avantax Advisory Services reduced its Vanguard FTSE Pacific ETF (VPL) stake by 10% in Q2 2025, selling an estimated $59.2K and leaving 7,013 shares worth $576K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

Avantax Advisory Services first reported a position in VPL in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.53M in Q1 2022. 379 funds tracked by Wall St. Rank hold VPL as of Q2 2025.

Avantax Advisory Services held 7,013 shares of Vanguard FTSE Pacific ETF worth $576K as of Q2 2025.
Avantax Advisory Services sold 776 Vanguard FTSE Pacific ETF shares in Q2 2025, an estimated $59.2K.
Vanguard FTSE Pacific ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1501 holding.
Avantax Advisory Services first reported a position in Vanguard FTSE Pacific ETF in Q1 2020 and has held it in 22 quarters since.
Avantax Advisory Services's Vanguard FTSE Pacific ETF position peaked at $1.53M in Q1 2022.
379 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.