CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

CLA (CliftonLarsonAllen) 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
2026 Q2	$2.5M	Hold	21,574	–	–	0.03%	140
2026 Q1	$2.11M	Hold	21,574	–	–	0.03%	142
2025 Q4	$1.95M	Sell	21,574 -2,964	-12%	-$268K	0.03%	137
2025 Q3	$2.16M	Hold	24,538	–	–	0.03%	127
2025 Q2	$2.02M	Sell	24,538 -222	-0.9%	-$16.9K	0.03%	128
2025 Q1	$1.79M	Buy	24,760 +1	+0%	+$73	0.03%	130
2024 Q4	$1.76M	Buy	24,759 +223	+0.9%	+$16.7K	0.03%	122
2024 Q3	$1.92M	Buy	24,536 +2	+0%	+$151	0.04%	117
2024 Q2	$1.82M	Buy	24,534 +501	+2%	+$37K	0.04%	113
2024 Q1	$1.83M	Hold	24,033	–	–	0.04%	108
2023 Q4	$1.73M	Buy	24,033 +5	+0%	+$340	0.04%	115
2023 Q3	$1.61M	Buy	24,028 +1	+0%	+$69	0.05%	108
2023 Q2	$1.68M	Buy	24,027 +1	+0%	+$69	0.05%	113
2023 Q1	$1.63M	Buy	24,026 +1	+0%	+$67	0.05%	114
2022 Q4	$1.55M	Buy	24,025 +3	+0%	+$187	0.06%	117
2022 Q3	$1.38M	Buy	24,022 +4,104	+21%	+$262K	0.17%	47
2022 Q2	$1.26M	Buy	19,918 +2	+0%	+$137	0.05%	123
2022 Q1	$1.48M	Buy	19,916 +1,381	+7%	+$103K	0.05%	123
2021 Q4	$1.45M	Hold	18,535	–	–	0.05%	111
2021 Q3	$1.5M	Hold	18,535	–	–	0.06%	114
2021 Q2	$1.53M	Hold	18,535	–	–	0.06%	119
2021 Q1	$1.51M	Hold	18,535	–	–	0.07%	108
2020 Q4	$1.48M	Hold	18,535	–	–	0.07%	102
2020 Q3	$1.26M	Hold	18,535	–	–	0.07%	104
2020 Q2	$1.18M	Buy	+18,535	New	+$1.12M	0.07%	102
2019 Q4	$1.29M	Hold	18,535	–	–	0.1%	95
2019 Q3	$1.22M	Hold	18,535	–	–	0.11%	89
2019 Q2	$1.23M	Hold	18,535	–	–	0.12%	73
2019 Q1	$1.22M	Hold	18,535	–	–	0.13%	72
2018 Q4	$1.12M	Hold	18,535	–	–	0.11%	97
2018 Q3	$1.32M	Hold	18,535	–	–	0.12%	75
2018 Q2	$1.3M	Hold	18,535	–	–	0.13%	76
2018 Q1	$1.35M	Hold	18,535	–	–	0.14%	75
2017 Q4	$1.35M	Hold	18,535	–	–	0.14%	67
2017 Q3	$1.26M	Hold	18,535	–	–	0.13%	85
2017 Q2	$1.22M	Sell	18,535 -54	-0.3%	-$3.49K	0.14%	87
2017 Q1	$1.18M	Buy	18,589 +2,021	+12%	+$125K	0.13%	90
2016 Q4	$963K	Buy	16,568 +392	+2%	+$23.3K	0.11%	91
2016 Q3	$980K	Sell	16,176 -163	-1%	-$9.6K	0.12%	89
2016 Q2	$911K	Sell	16,339 -8	-0%	-$446	0.13%	77
2016 Q1	$903K	Sell	16,347 -78	-0.5%	-$4.14K	0.14%	72
2015 Q4	$931K	Sell	16,425 -4	-0%	-$229	0.16%	73
2015 Q3	$882K	Hold	16,429	–	–	0.17%	78
2015 Q2	$1M	Buy	16,429 +374	+2%	+$23.6K	0.2%	64
2015 Q1	$984K	Sell	16,055 -179	-1%	-$10.6K	0.22%	58
2014 Q4	$923K	Sell	16,234 -60	-0.4%	-$3.5K	0.2%	54
2014 Q3	$966K	Buy	16,294 +60	+0.4%	+$3.74K	0.21%	54
2014 Q2	$1.01M	Sell	16,234 -193	-1%	-$11.6K	0.2%	60
2014 Q1	$971K	Hold	16,427	–	–	0.21%	60
2013 Q4	$1.01M	Buy	16,427 +360	+2%	+$22K	0.25%	56
2013 Q3	$976K	Buy	+16,067	New	+$939K	0.26%	56

Other funds holding VPL

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors's VPL Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors held its Vanguard FTSE Pacific ETF (VPL) position steady in Q2 2026 at 21,574 shares worth $2.5M. The position accounts for 0.03% of the portfolio, ranked #140.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VPL in Q3 2013 and has held it in 51 quarters since. 455 funds tracked by Wall St. Rank hold VPL as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 21,574 shares of Vanguard FTSE Pacific ETF worth $2.5M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors left its Vanguard FTSE Pacific ETF share count unchanged in Q2 2026.
Vanguard FTSE Pacific ETF made up 0.03% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #140 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Vanguard FTSE Pacific ETF in Q3 2013 and has held it in 51 quarters since.
455 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.