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EP Wealth Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

EP Wealth Advisors’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 		$778K Buy
6,728
+3,864
+135% +$427K ﹤0.01% 839
2026
Q1 		$280K Buy
2,864
+336
+13% +$33.5K ﹤0.01% 1207
2025
Q4 		$229K Buy
+2,528
New +$229K ﹤0.01% 1307
2025
Q2 		$207K Buy
+2,517
New +$192K ﹤0.01% 1237
2025
Q1 		– Sell
-1,548
Closed -$110K – 1372
2024
Q4 		$110K Buy
+1,548
New +$116K ﹤0.01% 1190

Other funds holding VPL

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
Janney Montgomery Scott
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

EP Wealth Advisors's VPL Position: Q2 2026 in Review

EP Wealth Advisors increased its Vanguard FTSE Pacific ETF (VPL) stake by 135% in Q2 2026, buying an estimated $427K and bringing the position to 6,728 shares worth $778K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

EP Wealth Advisors first reported a position in VPL in Q4 2024 and has held it in 5 quarters since. 455 funds tracked by Wall St. Rank hold VPL as of Q2 2026.

  • EP Wealth Advisors held 6,728 shares of Vanguard FTSE Pacific ETF worth $778K as of Q2 2026.
  • EP Wealth Advisors bought 3,864 Vanguard FTSE Pacific ETF shares in Q2 2026, an estimated $427K.
  • Vanguard FTSE Pacific ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #839 holding.
  • EP Wealth Advisors first reported a position in Vanguard FTSE Pacific ETF in Q4 2024 and has held it in 5 quarters since.
  • 455 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.