Edmond de Rothschild Holding’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Edmond de Rothschild Holding’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	$7.87M	Sell	68,016 -315	-0.5%	-$34.8K	0.1%	152
2026 Q1	$6.68M	Hold	68,331	–	–	0.1%	154
2025 Q4	$6.18M	Hold	68,331	–	–	0.09%	161
2025 Q3	$6M	Hold	68,331	–	–	0.09%	168
2025 Q2	$5.62M	Hold	68,331	–	–	0.09%	166
2025 Q1	$4.95M	Sell	68,331 -35	-0.1%	-$2.56K	0.09%	161
2024 Q4	$4.86M	Buy	68,366 +315	+0.5%	+$23.5K	0.08%	169
2024 Q3	$5.33M	Hold	68,051	–	–	0.09%	166
2024 Q2	$5.05M	Hold	68,051	–	–	0.09%	162
2024 Q1	$5.17M	Hold	68,051	–	–	0.09%	158
2023 Q4	$4.9M	Buy	68,051 +35	+0.1%	+$2.38K	0.09%	162
2023 Q3	$4.55M	Sell	68,016 -35	-0.1%	-$2.43K	0.09%	161
2023 Q2	$4.74M	Hold	68,051	–	–	0.09%	175
2023 Q1	$4.62M	Hold	68,051	–	–	0.11%	170
2022 Q4	$4.38M	Hold	68,051	–	–	0.1%	170
2022 Q3	$3.91M	Buy	68,051 +35	+0.1%	+$2.24K	0.1%	176
2022 Q2	$4.32M	Sell	68,016 -35	-0.1%	-$2.39K	0.1%	167
2022 Q1	$5.04M	Hold	68,051	–	–	0.11%	161
2021 Q4	$5.31M	Hold	68,051	–	–	0.11%	167
2021 Q3	$5.51M	Hold	68,051	–	–	0.13%	154
2021 Q2	$5.6M	Hold	68,051	–	–	0.13%	156
2021 Q1	$5.56M	Hold	68,051	–	–	0.15%	150
2020 Q4	$5.42M	Buy	68,051 +20,010	+42%	+$1.47M	0.18%	140
2020 Q3	$3.27M	Hold	48,041	–	–	0.13%	161
2020 Q2	$3.06M	Hold	48,041	–	–	0.13%	155
2020 Q1	$2.65M	Hold	48,041	–	–	0.14%	149
2019 Q4	$3.34M	Sell	48,041 -8,530	-15%	-$585K	0.13%	138
2019 Q3	$3.74M	Sell	56,571 -4,960	-8%	-$323K	0.15%	133
2019 Q2	$4.07M	Hold	61,531	–	–	0.15%	133
2019 Q1	$4.05M	Hold	61,531	–	–	0.14%	132
2018 Q4	$3.73M	Sell	61,531 -52,966	-46%	-$3.43M	0.13%	129
2018 Q3	$8.14M	Sell	114,497 -25,068	-18%	-$1.75M	0.23%	94
2018 Q2	$9.77M	Sell	139,565 -50	-0%	-$3.64K	0.28%	82
2018 Q1	$10.2M	Hold	139,615	–	–	0.3%	84
2017 Q4	$10.2M	Sell	139,615 -16,200	-10%	-$1.16M	0.29%	89
2017 Q3	$10.6M	Hold	155,815	–	–	0.3%	88
2017 Q2	$10.3M	Buy	155,815 +147,200	+1,709%	+$9.52M	0.29%	86
2017 Q1	$545K	Sell	8,615 -2,875	-25%	-$178K	0.01%	361
2016 Q4	$668K	Sell	11,490 -33	-0.3%	-$1.96K	0.02%	329
2016 Q3	$698K	Hold	11,523	–	–	0.02%	315
2016 Q2	$642K	Hold	11,523	–	–	0.02%	320
2016 Q1	$637K	Hold	11,523	–	–	0.02%	323
2015 Q4	$653K	Hold	11,523	–	–	0.02%	331
2015 Q3	$619K	Buy	11,523 +3,515	+44%	+$203K	0.02%	323
2015 Q2	$489K	Buy	+8,008	New	+$506K	0.01%	381

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

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

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Edmond de Rothschild Holding's VPL Position: Q2 2026 in Review

Edmond de Rothschild Holding reduced its Vanguard FTSE Pacific ETF (VPL) stake by 0.46% in Q2 2026, selling an estimated $34.8K and leaving 68,016 shares worth $7.87M. The position accounts for 0.1% of the portfolio, ranked #152.

Edmond de Rothschild Holding first reported a position in VPL in Q2 2015 and has held it in 45 quarters since. The position peaked at $10.6M in Q3 2017. 455 funds tracked by Wall St. Rank hold VPL as of Q2 2026.

Edmond de Rothschild Holding held 68,016 shares of Vanguard FTSE Pacific ETF worth $7.87M as of Q2 2026.
Edmond de Rothschild Holding sold 315 Vanguard FTSE Pacific ETF shares in Q2 2026, an estimated $34.8K.
Vanguard FTSE Pacific ETF made up 0.1% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #152 holding.
Edmond de Rothschild Holding first reported a position in Vanguard FTSE Pacific ETF in Q2 2015 and has held it in 45 quarters since.
Edmond de Rothschild Holding's Vanguard FTSE Pacific ETF position peaked at $10.6M in Q3 2017.
455 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.