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Bordeaux Wealth Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Bordeaux Wealth Advisors’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 		$826K Buy
10,051
+24
+0.2% +$1.83K 0.11% 65
2025
Q1 		$727K Buy
10,027
+56
+0.6% +$4.1K 0.13% 71
2024
Q4 		$708K Sell
9,971
-1,126
-10% -$84.1K 0.11% 71
2024
Q3 		$870K Buy
11,097
+72
+0.7% +$5.45K 0.16% 62
2024
Q2 		$818K Buy
+11,025
New +$815K 0.16% 62

Other funds holding VPL

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of America
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
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bordeaux Wealth Advisors's VPL Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Vanguard FTSE Pacific ETF (VPL) stake by 0.24% in Q2 2025, buying an estimated $1.83K and bringing the position to 10,051 shares worth $826K. The position accounts for 0.11% of the portfolio, ranked #65.

Bordeaux Wealth Advisors first reported a position in VPL in Q2 2024 and has held it in 5 quarters since. The position peaked at $870K in Q3 2024. 379 funds tracked by Wall St. Rank hold VPL as of Q2 2025.

  • Bordeaux Wealth Advisors held 10,051 shares of Vanguard FTSE Pacific ETF worth $826K as of Q2 2025.
  • Bordeaux Wealth Advisors bought 24 Vanguard FTSE Pacific ETF shares in Q2 2025, an estimated $1.83K.
  • Vanguard FTSE Pacific ETF made up 0.11% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #65 holding.
  • Bordeaux Wealth Advisors first reported a position in Vanguard FTSE Pacific ETF in Q2 2024 and has held it in 5 quarters since.
  • Bordeaux Wealth Advisors's Vanguard FTSE Pacific ETF position peaked at $870K in Q3 2024.
  • 379 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.