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Buckingham Strategic Wealth’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Buckingham Strategic Wealth’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
2017
Q1 		– Sell
-15,869
Closed -$922K – 269
2016
Q4 		$922K Hold
15,869
– – 0.3% 70
2016
Q3 		$961K Hold
15,869
– – 0.33% 61
2016
Q2 		$884K Hold
15,869
– – 0.3% 66
2016
Q1 		$877K Buy
15,869
+2,030
+15% +$108K 0.29% 69
2015
Q4 		$784K Buy
13,839
+210
+2% +$12K 0.26% 67
2015
Q3 		$732K Buy
13,629
+327
+2% +$18.9K 0.26% 67
2015
Q2 		$812K Buy
13,302
+73
+0.6% +$4.61K 0.27% 72
2015
Q1 		$811K Sell
13,229
-2,502
-16% -$149K 0.31% 62
2014
Q4 		$895K Buy
15,731
+2,140
+16% +$125K 0.35% 57
2014
Q3 		$806K Hold
13,591
– – 0.33% 57
2014
Q2 		$846K Hold
13,591
– – 0.37% 52
2014
Q1 		$803K Hold
13,591
– – 0.37% 51
2013
Q4 		$833K Hold
13,591
– – 0.39% 49
2013
Q3 		$826K Hold
13,591
– – 0.44% 46
2013
Q2 		$759K Buy
+13,591
New +$795K 0.43% 42

Other funds holding VPL

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Buckingham Strategic Wealth's VPL Position: Q1 2017 in Review

Buckingham Strategic Wealth sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2017, closing a stake of 15,869 shares — an estimated $922K sold.

Buckingham Strategic Wealth first reported a position in VPL in Q2 2013 and held it in 15 quarters. The position peaked at $961K in Q3 2016. 191 funds tracked by Wall St. Rank hold VPL as of Q1 2017.

  • Buckingham Strategic Wealth reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2017 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 15,869 Vanguard FTSE Pacific ETF shares in Q1 2017, an estimated $922K.
  • Buckingham Strategic Wealth first reported a position in Vanguard FTSE Pacific ETF in Q2 2013 and held it in 15 quarters.
  • Buckingham Strategic Wealth's Vanguard FTSE Pacific ETF position peaked at $961K in Q3 2016.
  • 191 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2017.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2017, filed 8 May 2017.