DBRC
VPL icon

D.B. Root & Company’s Vanguard FTSE Pacific ETF VPL Stock Holding History

D.B. Root & Company’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
Q4 		– Sell
-5,974
Closed -$484K – 203
2021
Q3 		$484K Buy
5,974
+26
+0.4% +$2.15K 0.19% 135
2021
Q2 		$489K Buy
5,948
+35
+0.6% +$2.9K 0.18% 137
2021
Q1 		$482K Buy
5,913
+12
+0.2% +$986 0.19% 141
2020
Q4 		$469K Buy
5,901
+65
+1% +$4.78K 0.19% 136
2020
Q3 		$397K Buy
5,836
+28
+0.5% +$1.87K 0.16% 149
2020
Q2 		$369K Buy
5,808
+20
+0.3% +$1.21K 0.16% 147
2020
Q1 		$319K Buy
5,788
+2
+0% +$128 0.16% 147
2019
Q4 		$402K Buy
5,786
+87
+2% +$5.97K 0.18% 144
2019
Q3 		$376K Buy
5,699
+23
+0.4% +$1.5K 0.18% 147
2019
Q2 		$375K Sell
5,676
-81
-1% -$5.3K 0.17% 146
2019
Q1 		$379K Buy
5,757
+11
+0.2% +$712 0.16% 145
2018
Q4 		$348K Buy
5,746
+110
+2% +$7.13K 0.17% 134
2018
Q3 		$401K Buy
5,636
+83
+1% +$5.78K 0.18% 144
2018
Q2 		$389K Sell
5,553
-86
-2% -$6.26K 0.18% 148
2018
Q1 		$411K Buy
+5,639
New +$418K 0.22% 129

Other funds holding VPL

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

D.B. Root & Company's VPL Position: Q4 2021 in Review

D.B. Root & Company sold out of Vanguard FTSE Pacific ETF (VPL) in Q4 2021, closing a stake of 5,974 shares — an estimated $484K sold.

D.B. Root & Company first reported a position in VPL in Q1 2018 and held it in 15 quarters. The position peaked at $489K in Q2 2021. 310 funds tracked by Wall St. Rank hold VPL as of Q4 2021.

  • D.B. Root & Company reported no remaining Vanguard FTSE Pacific ETF position as of Q4 2021 after selling out during the quarter.
  • D.B. Root & Company sold 5,974 Vanguard FTSE Pacific ETF shares in Q4 2021, an estimated $484K.
  • D.B. Root & Company first reported a position in Vanguard FTSE Pacific ETF in Q1 2018 and held it in 15 quarters.
  • D.B. Root & Company's Vanguard FTSE Pacific ETF position peaked at $489K in Q2 2021.
  • 310 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2021.

Based on D.B. Root & Company's 13F filing for Q4 2021, filed 1 Feb 2022.