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Evergreen Wealth Solutions’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Evergreen Wealth 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
2026
Q2 		– Sell
-2,972
Closed -$290K – 525
2026
Q1 		$290K Buy
+2,972
New +$297K 0.02% 338

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

Evergreen Wealth Solutions's VPL Position: Q2 2026 in Review

Evergreen Wealth Solutions sold out of Vanguard FTSE Pacific ETF (VPL) in Q2 2026, closing a stake of 2,972 shares — an estimated $290K sold.

Evergreen Wealth Solutions first reported a position in VPL in Q1 2026 and held it in 1 quarter. The position peaked at $290K in Q1 2026. 455 funds tracked by Wall St. Rank hold VPL as of Q2 2026.

  • Evergreen Wealth Solutions reported no remaining Vanguard FTSE Pacific ETF position as of Q2 2026 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 2,972 Vanguard FTSE Pacific ETF shares in Q2 2026, an estimated $290K.
  • Evergreen Wealth Solutions first reported a position in Vanguard FTSE Pacific ETF in Q1 2026 and held it in 1 quarter.
  • Evergreen Wealth Solutions's Vanguard FTSE Pacific ETF position peaked at $290K in Q1 2026.
  • 455 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.