CFM
VPL icon

Comprehensive Financial Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Comprehensive Financial Management’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
2021
Q3 		– Sell
-809,296
Closed -$66.6M – 50
2021
Q2 		$66.6M Hold
809,296
– – 0.56% 6
2021
Q1 		$66.1M Hold
809,296
– – 0.66% 6
2020
Q4 		$64.4M Hold
809,296
– – 0.66% 6
2020
Q3 		$55.1M Hold
809,296
– – 0.61% 5
2020
Q2 		$51.5M Hold
809,296
– – 0.61% 5
2020
Q1 		$44.6M Hold
809,296
– – 0.92% 6
2019
Q4 		$56.3M Buy
+809,296
New +$55.5M 1.06% 6

Other funds holding VPL

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return