EK
VPL icon

Evensky & Katz’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Evensky & Katz’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
2020
Q2 		– Sell
-1,539
Closed -$85K – 100
2020
Q1 		$85K Sell
1,539
-639
-29% -$40.8K 0.01% 77
2019
Q4 		$151K Buy
2,178
+541
+33% +$37.1K 0.02% 71
2019
Q3 		$108K Buy
1,637
+88
+6% +$5.72K 0.01% 88
2019
Q2 		$102K Buy
1,549
+435
+39% +$28.5K 0.01% 86
2019
Q1 		$73K Sell
1,114
-151,789
-99% -$9.82M 0.01% 92
2018
Q4 		$9.27M Buy
+152,903
New +$9.91M 1.54% 15

Other funds holding VPL

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Evensky & Katz's VPL Position: Q2 2020 in Review

Evensky & Katz sold out of Vanguard FTSE Pacific ETF (VPL) in Q2 2020, closing a stake of 1,539 shares — an estimated $85K sold.

Evensky & Katz first reported a position in VPL in Q4 2018 and held it in 6 quarters. The position peaked at $9.27M in Q4 2018. 228 funds tracked by Wall St. Rank hold VPL as of Q2 2020.

  • Evensky & Katz reported no remaining Vanguard FTSE Pacific ETF position as of Q2 2020 after selling out during the quarter.
  • Evensky & Katz sold 1,539 Vanguard FTSE Pacific ETF shares in Q2 2020, an estimated $85K.
  • Evensky & Katz first reported a position in Vanguard FTSE Pacific ETF in Q4 2018 and held it in 6 quarters.
  • Evensky & Katz's Vanguard FTSE Pacific ETF position peaked at $9.27M in Q4 2018.
  • 228 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2020.

Based on Evensky & Katz's 13F filing for Q2 2020, filed 5 Aug 2020.