BigSur Wealth Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

BigSur 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
2026 Q2	$2.08M	Hold	18,000	–	–	0.5%	55
2026 Q1	$1.76M	Hold	18,000	–	–	0.49%	58
2025 Q4	$1.63M	Hold	18,000	–	–	0.39%	66
2025 Q3	$1.58M	Hold	18,000	–	–	0.39%	65
2025 Q2	$1.48M	Hold	18,000	–	–	0.37%	71
2025 Q1	$1.3M	Hold	18,000	–	–	0.35%	74
2024 Q4	$1.28M	Hold	18,000	–	–	0.37%	69
2024 Q3	$1.41M	Hold	18,000	–	–	0.39%	68
2024 Q2	$1.34M	Hold	18,000	–	–	0.41%	69
2024 Q1	$1.37M	Hold	18,000	–	–	0.43%	67
2023 Q4	$1.3M	Hold	18,000	–	–	0.62%	43
2023 Q3	$1.2M	Hold	18,000	–	–	0.61%	46
2023 Q2	$1.25M	Hold	18,000	–	–	0.6%	47
2023 Q1	$1.22M	Hold	18,000	–	–	0.57%	53
2022 Q4	$1.16M	Hold	18,000	–	–	0.56%	52
2022 Q3	$1.03M	Hold	18,000	–	–	0.52%	51
2022 Q2	$1.14M	Hold	18,000	–	–	0.54%	53
2022 Q1	$1.33M	Hold	18,000	–	–	0.52%	55
2021 Q4	$1.4M	Hold	18,000	–	–	0.55%	51
2021 Q3	$1.46M	Hold	18,000	–	–	0.66%	45
2021 Q2	$1.48M	Hold	18,000	–	–	0.67%	43
2021 Q1	$1.47M	Hold	18,000	–	–	0.75%	38
2020 Q4	$1.43M	Hold	18,000	–	–	0.81%	34
2020 Q3	$1.23M	Hold	18,000	–	–	0.78%	39
2020 Q2	$1.15M	Hold	18,000	–	–	0.82%	30
2020 Q1	$993K	Buy	+18,000	New	+$1.15M	0.74%	33

Other funds holding VPL

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

BigSur Wealth Management's VPL Position: Q2 2026 in Review

BigSur Wealth Management held its Vanguard FTSE Pacific ETF (VPL) position steady in Q2 2026 at 18,000 shares worth $2.08M. The position accounts for 0.5% of the portfolio, ranked #55.

BigSur Wealth Management first reported a position in VPL in Q1 2020 and has held it in 26 quarters since. 455 funds tracked by Wall St. Rank hold VPL as of Q2 2026.

BigSur Wealth Management held 18,000 shares of Vanguard FTSE Pacific ETF worth $2.08M as of Q2 2026.
BigSur Wealth Management left its Vanguard FTSE Pacific ETF share count unchanged in Q2 2026.
Vanguard FTSE Pacific ETF made up 0.5% of BigSur Wealth Management's portfolio in Q2 2026, its #55 holding.
BigSur Wealth Management first reported a position in Vanguard FTSE Pacific ETF in Q1 2020 and has held it in 26 quarters since.
455 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.