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

Evelyn Partners Investment Management’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 		$372K Buy
3,808
+65
+2% +$6.49K 0.01% 173
2025
Q4 		$338K Buy
3,743
+900
+32% +$81.4K 0.01% 179
2025
Q3 		$250K Buy
2,843
+188
+7% +$16K 0.01% 189
2025
Q2 		$218K Buy
2,655
+592
+29% +$45.2K 0.01% 194
2025
Q1 		$149K Hold
2,063
– – 0.01% 210
2024
Q4 		$147K Buy
+2,063
New +$154K ﹤0.01% 209

Other funds holding VPL

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Evelyn Partners Investment Management increased its Vanguard FTSE Pacific ETF (VPL) stake by 1.7% in Q1 2026, buying an estimated $6.49K and bringing the position to 3,808 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #173.

Evelyn Partners Investment Management first reported a position in VPL in Q4 2024 and has held it in 6 quarters since. 430 funds tracked by Wall St. Rank hold VPL as of Q1 2026.

  • Evelyn Partners Investment Management held 3,808 shares of Vanguard FTSE Pacific ETF worth $372K as of Q1 2026.
  • Evelyn Partners Investment Management bought 65 Vanguard FTSE Pacific ETF shares in Q1 2026, an estimated $6.49K.
  • Vanguard FTSE Pacific ETF made up 0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #173 holding.
  • Evelyn Partners Investment Management first reported a position in Vanguard FTSE Pacific ETF in Q4 2024 and has held it in 6 quarters since.
  • 430 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2026.

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