Evelyn Partners Investment Management Services’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Evelyn Partners Investment Management Services’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 Q1	$2.54M	Sell	26,025 -721	-3%	-$71.9K	0.3%	64
2025 Q4	$2.42M	Buy	26,746 +5,747	+27%	+$520K	0.3%	62
2025 Q3	$1.84M	Buy	20,999 +621	+3%	+$52.9K	0.25%	64
2025 Q2	$1.67M	Sell	20,378 -417	-2%	-$31.8K	0.25%	62
2025 Q1	$1.51M	Buy	20,795 +36	+0.2%	+$2.64K	0.25%	66
2024 Q4	$1.47M	Buy	+20,759	New	+$1.55M	0.26%	64

Other funds holding VPL

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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 $1.37T AUM 24.88% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Evelyn Partners Investment Management Services's VPL Position: Q1 2026 in Review

Evelyn Partners Investment Management Services reduced its Vanguard FTSE Pacific ETF (VPL) stake by 2.7% in Q1 2026, selling an estimated $71.9K and leaving 26,025 shares worth $2.54M. The position accounts for 0.3% of the portfolio, ranked #64.

Evelyn Partners Investment Management Services first reported a position in VPL in Q4 2024 and has held it in 6 quarters since. 432 funds tracked by Wall St. Rank hold VPL as of Q1 2026.

Evelyn Partners Investment Management Services held 26,025 shares of Vanguard FTSE Pacific ETF worth $2.54M as of Q1 2026.
Evelyn Partners Investment Management Services sold 721 Vanguard FTSE Pacific ETF shares in Q1 2026, an estimated $71.9K.
Vanguard FTSE Pacific ETF made up 0.3% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #64 holding.
Evelyn Partners Investment Management Services first reported a position in Vanguard FTSE Pacific ETF in Q4 2024 and has held it in 6 quarters since.
432 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.