Envestnet Portfolio Solutions
VPL icon

Envestnet Portfolio Solutions’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q3 		– Sell
-4,334
Closed -$356K – 1581
2025
Q2 		$356K Sell
4,334
-10,869
-71% -$830K ﹤0.01% 1260
2025
Q1 		$1.1M Sell
15,203
-7,759
-34% -$569K ﹤0.01% 762
2024
Q4 		$1.63M Sell
22,962
-1,660
-7% -$124K 0.01% 741
2024
Q3 		$1.93M Sell
24,622
-3,690
-13% -$279K 0.01% 671
2024
Q2 		$2.1M Buy
28,312
+1,194
+4% +$88.3K 0.01% 621
2024
Q1 		$2.06M Buy
27,118
+3,565
+15% +$261K 0.01% 626
2023
Q4 		$1.7M Buy
23,553
+1,636
+7% +$111K 0.01% 628
2023
Q3 		$1.47M Buy
+21,917
New +$1.52M 0.01% 642

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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return