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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

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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.