DY
VPL icon

Dowling & Yahnke’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Dowling & Yahnke’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
2020
Q1 		– Sell
-10
Closed -$1K – 382
2019
Q4 		$1K Buy
+10
New +$686 ﹤0.01% 377

Other funds holding VPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

Dowling & Yahnke's VPL Position: Q1 2020 in Review

Dowling & Yahnke sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2020, closing a stake of 10 shares — an estimated $1K sold.

Dowling & Yahnke first reported a position in VPL in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 236 funds tracked by Wall St. Rank hold VPL as of Q1 2020.

  • Dowling & Yahnke reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 10 Vanguard FTSE Pacific ETF shares in Q1 2020, an estimated $1K.
  • Dowling & Yahnke first reported a position in Vanguard FTSE Pacific ETF in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's Vanguard FTSE Pacific ETF position peaked at $1K in Q4 2019.
  • 236 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.