Bartlett & Co Wealth Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Bartlett & Co Wealth Management’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 Q3	–	Sell	-243	Closed	-$20K	–	1277
2025 Q2	$20K	Buy	+243	New	+$18.5K	﹤0.01%	815
2022 Q2	–	Sell	-245	Closed	-$18.1K	–	1324
2022 Q1	$18.1K	Buy	+245	New	+$18.3K	﹤0.01%	744
2019 Q4	–	Sell	-71	Closed	-$4.67K	–	886
2019 Q3	$4.67K	Buy	71 +1	+1%	+$65	﹤0.01%	784
2019 Q2	$4.65K	Hold	70	–	–	﹤0.01%	632
2019 Q1	$4.6K	Sell	70 -1	-1%	-$65	﹤0.01%	615
2018 Q4	$4.28K	Buy	71 +2	+3%	+$130	﹤0.01%	629
2018 Q3	$4.95K	Hold	69	–	–	﹤0.01%	640
2018 Q2	$4.85K	Buy	69 +1	+1%	+$73	﹤0.01%	638
2018 Q1	$4.94K	Buy	+68	New	+$5.04K	﹤0.01%	656

Other funds holding VPL

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

Bartlett & Co Wealth Management's VPL Position: Q3 2025 in Review

Bartlett & Co Wealth Management sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2025, closing a stake of 243 shares — an estimated $20K sold.

Bartlett & Co Wealth Management first reported a position in VPL in Q1 2018 and held it in 9 quarters. The position peaked at $20K in Q2 2025. 380 funds tracked by Wall St. Rank hold VPL as of Q3 2025.

Bartlett & Co Wealth Management reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 243 Vanguard FTSE Pacific ETF shares in Q3 2025, an estimated $20K.
Bartlett & Co Wealth Management first reported a position in Vanguard FTSE Pacific ETF in Q1 2018 and held it in 9 quarters.
Bartlett & Co Wealth Management's Vanguard FTSE Pacific ETF position peaked at $20K in Q2 2025.
380 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.