Capital Advisors Ltd’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Capital Advisors Ltd’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
2022 Q1	–	Sell	-2,392	Closed	-$187K	–	1223
2021 Q4	$187K	Hold	2,392	–	–	0.03%	234
2021 Q3	$194K	Hold	2,392	–	–	0.03%	223
2021 Q2	$197K	Hold	2,392	–	–	0.04%	207
2021 Q1	$195K	Hold	2,392	–	–	0.04%	183
2020 Q4	$190K	Hold	2,392	–	–	0.04%	177
2020 Q3	$163K	Hold	2,392	–	–	0.04%	180
2020 Q2	$152K	Hold	2,392	–	–	0.04%	181
2020 Q1	$132K	Hold	2,392	–	–	0.04%	177
2019 Q4	$166K	Hold	2,392	–	–	0.04%	167
2019 Q3	$158K	Hold	2,392	–	–	0.04%	165
2019 Q2	$158K	Hold	2,392	–	–	0.04%	167
2019 Q1	$158K	Hold	2,392	–	–	0.04%	174
2018 Q4	$145K	Hold	2,392	–	–	0.04%	177
2018 Q3	$170K	Buy	+2,392	New	+$167K	0.05%	161

Other funds holding VPL

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

LNC

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

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

Capital Advisors Ltd's VPL Position: Q1 2022 in Review

Capital Advisors Ltd sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2022, closing a stake of 2,392 shares — an estimated $187K sold.

Capital Advisors Ltd first reported a position in VPL in Q3 2018 and held it in 14 quarters. The position peaked at $197K in Q2 2021. 306 funds tracked by Wall St. Rank hold VPL as of Q1 2022.

Capital Advisors Ltd reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2022 after selling out during the quarter.
Capital Advisors Ltd sold 2,392 Vanguard FTSE Pacific ETF shares in Q1 2022, an estimated $187K.
Capital Advisors Ltd first reported a position in Vanguard FTSE Pacific ETF in Q3 2018 and held it in 14 quarters.
Capital Advisors Ltd's Vanguard FTSE Pacific ETF position peaked at $197K in Q2 2021.
306 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2022.

Based on Capital Advisors Ltd's 13F filing for Q1 2022, filed 9 May 2022.