BFG
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Barber Financial Group’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Barber Financial 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
2022
Q3 		– Sell
-3,649
Closed -$232K – 144
2022
Q2 		$232K Sell
3,649
-1,188
-25% -$81.2K 0.04% 127
2022
Q1 		$358K Sell
4,837
-761
-14% -$56.9K 0.05% 100
2021
Q4 		$437K Buy
5,598
+155
+3% +$12.4K 0.05% 95
2021
Q3 		$441K Buy
5,443
+37
+0.7% +$3.05K 0.06% 96
2021
Q2 		$445K Sell
5,406
-2
-0% -$166 0.06% 96
2021
Q1 		$442K Sell
5,408
-33
-0.6% -$2.71K 0.06% 86
2020
Q4 		$433K Sell
5,441
-724
-12% -$53.2K 0.08% 88
2020
Q3 		$420K Sell
6,165
-288
-4% -$19.2K 0.09% 81
2020
Q2 		$411K Sell
6,453
-796
-11% -$48K 0.1% 77
2020
Q1 		$400K Buy
7,249
+611
+9% +$39K 0.13% 69
2019
Q4 		$462K Sell
6,638
-82
-1% -$5.62K 0.09% 89
2019
Q3 		$444K Buy
6,720
+502
+8% +$32.6K 0.09% 89
2019
Q2 		$411K Sell
6,218
-1,697
-21% -$111K 0.1% 87
2019
Q1 		$521K Sell
7,915
-164
-2% -$10.6K 0.1% 75
2018
Q4 		$490K Sell
8,079
-2,305
-22% -$149K 0.11% 76
2018
Q3 		$738K Sell
10,384
-1,208
-10% -$84.1K 0.18% 62
2018
Q2 		$811K Sell
11,592
-1,490
-11% -$108K 0.24% 60
2018
Q1 		$954K Sell
13,082
-98,328
-88% -$7.28M 0.25% 57
2017
Q4 		$8.12M Buy
111,410
+10,556
+10% +$754K 2.06% 13
2017
Q3 		$6.88M Buy
100,854
+5,230
+5% +$352K 1.95% 16
2017
Q2 		$6.29M Buy
95,624
+4,533
+5% +$293K 2.05% 14
2017
Q1 		$5.76M Buy
91,091
+9,988
+12% +$618K 1.97% 14
2016
Q4 		$4.71M Buy
+81,103
New +$4.83M 1.7% 18

Other funds holding VPL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barber Financial Group's VPL Position: Q3 2022 in Review

Barber Financial Group sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2022, closing a stake of 3,649 shares — an estimated $232K sold.

Barber Financial Group first reported a position in VPL in Q4 2016 and held it in 23 quarters. The position peaked at $8.12M in Q4 2017. 298 funds tracked by Wall St. Rank hold VPL as of Q3 2022.

  • Barber Financial Group reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2022 after selling out during the quarter.
  • Barber Financial Group sold 3,649 Vanguard FTSE Pacific ETF shares in Q3 2022, an estimated $232K.
  • Barber Financial Group first reported a position in Vanguard FTSE Pacific ETF in Q4 2016 and held it in 23 quarters.
  • Barber Financial Group's Vanguard FTSE Pacific ETF position peaked at $8.12M in Q4 2017.
  • 298 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2022.

Based on Barber Financial Group's 13F filing for Q3 2022, filed 25 Oct 2022.