Concurrent Investment Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Concurrent Investment 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	$808K	Buy	6,985 +5	+0.1%	+$553	0.01%	1129
2026 Q1	$682K	Sell	6,980 -7,777	-53%	-$776K	0.01%	1070
2025 Q4	$1.33M	Buy	14,757 +6,103	+71%	+$552K	0.02%	715
2025 Q3	$760K	Buy	8,654 +368	+4%	+$31.3K	0.01%	749
2025 Q2	$681K	Sell	8,286 -5,156	-38%	-$394K	0.01%	737
2025 Q1	$974K	Sell	13,442 -400	-3%	-$29.3K	0.02%	553
2024 Q4	$983K	Buy	13,842 +148	+1%	+$11.1K	0.03%	489
2024 Q3	$1.07M	Buy	13,694 +483	+4%	+$36.6K	0.03%	441
2024 Q2	$980K	Buy	13,211 +3,071	+30%	+$227K	0.03%	438
2024 Q1	$771K	Buy	10,140 +22	+0.2%	+$1.61K	0.03%	431
2023 Q4	$729K	Buy	+10,118	New	+$687K	0.03%	400

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

EPM

Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Concurrent Investment Advisors's VPL Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Vanguard FTSE Pacific ETF (VPL) stake by 0.07% in Q2 2026, buying an estimated $553 and bringing the position to 6,985 shares worth $808K. The position accounts for 0.01% of the portfolio, ranked #1129.

Concurrent Investment Advisors first reported a position in VPL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.33M in Q4 2025. 457 funds tracked by Wall St. Rank hold VPL as of Q2 2026.

Concurrent Investment Advisors held 6,985 shares of Vanguard FTSE Pacific ETF worth $808K as of Q2 2026.
Concurrent Investment Advisors bought 5 Vanguard FTSE Pacific ETF shares in Q2 2026, an estimated $553.
Vanguard FTSE Pacific ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1129 holding.
Concurrent Investment Advisors first reported a position in Vanguard FTSE Pacific ETF in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Vanguard FTSE Pacific ETF position peaked at $1.33M in Q4 2025.
457 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.