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CreativeOne Wealth’s Vanguard FTSE Pacific ETF VPL Stock Holding History

CreativeOne Wealth’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
2023
Q1 		– Sell
-11,915
Closed -$767K – 842
2022
Q4 		$767K Buy
11,915
+907
+8% +$56.6K 0.04% 334
2022
Q3 		$632K Buy
+11,008
New +$703K 0.04% 353
2021
Q2 		– Sell
-5,195
Closed -$424K – 698
2021
Q1 		$424K Buy
+5,195
New +$427K 0.03% 368

Other funds holding VPL

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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

CreativeOne Wealth's VPL Position: Q1 2023 in Review

CreativeOne Wealth sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2023, closing a stake of 11,915 shares — an estimated $767K sold.

CreativeOne Wealth first reported a position in VPL in Q1 2021 and held it in 3 quarters. The position peaked at $767K in Q4 2022. 315 funds tracked by Wall St. Rank hold VPL as of Q1 2023.

  • CreativeOne Wealth reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2023 after selling out during the quarter.
  • CreativeOne Wealth sold 11,915 Vanguard FTSE Pacific ETF shares in Q1 2023, an estimated $767K.
  • CreativeOne Wealth first reported a position in Vanguard FTSE Pacific ETF in Q1 2021 and held it in 3 quarters.
  • CreativeOne Wealth's Vanguard FTSE Pacific ETF position peaked at $767K in Q4 2022.
  • 315 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2023.

Based on CreativeOne Wealth's 13F filing for Q1 2023, filed 15 May 2023.