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Bogart Wealth LLC’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Bogart Wealth LLC’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 		$41.1K Hold
355
– – ﹤0.01% 589
2026
Q1 		$34.7K Hold
355
– – ﹤0.01% 592
2025
Q4 		$32.1K Buy
355
+5
+1% +$452 ﹤0.01% 575
2025
Q3 		$30.7K Buy
350
+2
+0.6% +$170 ﹤0.01% 555
2025
Q2 		$28.6K Hold
348
– – ﹤0.01% 557
2025
Q1 		$25.2K Buy
348
+1
+0.3% +$73 ﹤0.01% 539
2024
Q4 		$24.6K Buy
347
+4
+1% +$299 ﹤0.01% 545
2024
Q3 		$26.9K Buy
343
+79
+30% +$5.98K ﹤0.01% 502
2024
Q2 		$19.6K Hold
264
– – ﹤0.01% 533
2024
Q1 		$20.1K Buy
264
+1
+0.4% +$73 ﹤0.01% 515
2023
Q4 		$18.9K Sell
263
-83
-24% -$5.64K ﹤0.01% 514
2023
Q3 		$23.2K Buy
346
+7
+2% +$486 ﹤0.01% 456
2023
Q2 		$23.7K Buy
339
+2
+0.6% +$138 ﹤0.01% 435
2023
Q1 		$22.9K Hold
337
– – ﹤0.01% 436
2022
Q4 		$21.7K Buy
337
+4
+1% +$249 ﹤0.01% 425
2022
Q3 		$19K Sell
333
-735
-69% -$47K ﹤0.01% 444
2022
Q2 		$68K Buy
1,068
+63
+6% +$4.31K 0.01% 250
2022
Q1 		$74K Hold
1,005
– – 0.01% 241
2021
Q4 		$78K Sell
1,005
-3,187
-76% -$255K 0.01% 220
2021
Q3 		$340K Buy
4,192
+309
+8% +$25.5K 0.03% 127
2021
Q2 		$320K Buy
3,883
+2,572
+196% +$213K 0.04% 121
2021
Q1 		$107K Buy
1,311
+980
+296% +$80.5K 0.01% 166
2020
Q4 		$26K Buy
331
+2
+0.6% +$147 ﹤0.01% 251
2020
Q3 		$22K Buy
+329
New +$22K ﹤0.01% 254

Other funds holding VPL

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
Janney Montgomery Scott
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

Bogart Wealth LLC's VPL Position: Q2 2026 in Review

Bogart Wealth LLC held its Vanguard FTSE Pacific ETF (VPL) position steady in Q2 2026 at 355 shares worth $41.1K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Bogart Wealth LLC first reported a position in VPL in Q3 2020 and has held it in 24 quarters since. The position peaked at $340K in Q3 2021. 455 funds tracked by Wall St. Rank hold VPL as of Q2 2026.

  • Bogart Wealth LLC held 355 shares of Vanguard FTSE Pacific ETF worth $41.1K as of Q2 2026.
  • Bogart Wealth LLC left its Vanguard FTSE Pacific ETF share count unchanged in Q2 2026.
  • Vanguard FTSE Pacific ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #589 holding.
  • Bogart Wealth LLC first reported a position in Vanguard FTSE Pacific ETF in Q3 2020 and has held it in 24 quarters since.
  • Bogart Wealth LLC's Vanguard FTSE Pacific ETF position peaked at $340K in Q3 2021.
  • 455 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.