Evermay Wealth Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Evermay Wealth 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 Q2	$69.4K	Hold	600	–	–	0.01%	318
2026 Q1	$58.6K	Hold	600	–	–	0.01%	310
2025 Q4	$54.2K	Hold	600	–	–	0.01%	317
2025 Q3	$52.7K	Hold	600	–	–	0.01%	325
2025 Q2	$49.3K	Hold	600	–	–	0.01%	326
2025 Q1	$43.5K	Hold	600	–	–	0.01%	339
2024 Q4	$42.6K	Hold	600	–	–	0.01%	334
2024 Q3	$47K	Hold	600	–	–	0.01%	343
2024 Q2	$44.5K	Hold	600	–	–	0.01%	358
2024 Q1	$45.6K	Hold	600	–	–	0.01%	359
2023 Q4	$43.2K	Hold	600	–	–	0.01%	339
2023 Q3	$40.1K	Hold	600	–	–	0.01%	323
2023 Q2	$41.8K	Hold	600	–	–	0.01%	321
2023 Q1	$40.7K	Hold	600	–	–	0.01%	317
2022 Q4	$38.6K	Hold	600	–	–	0.01%	315
2022 Q3	$34K	Hold	600	–	–	0.01%	309
2022 Q2	$38K	Hold	600	–	–	0.01%	299
2022 Q1	$44K	Hold	600	–	–	0.01%	310
2021 Q4	$47K	Hold	600	–	–	0.01%	289
2021 Q3	$49K	Hold	600	–	–	0.01%	266
2021 Q2	$49K	Buy	+600	New	+$49.8K	0.01%	288

Other funds holding VPL

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

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

Evermay Wealth Management's VPL Position: Q2 2026 in Review

Evermay Wealth Management held its Vanguard FTSE Pacific ETF (VPL) position steady in Q2 2026 at 600 shares worth $69.4K. The position accounts for 0.01% of the portfolio, ranked #318.

Evermay Wealth Management first reported a position in VPL in Q2 2021 and has held it in 21 quarters since. 455 funds tracked by Wall St. Rank hold VPL as of Q2 2026.

Evermay Wealth Management held 600 shares of Vanguard FTSE Pacific ETF worth $69.4K as of Q2 2026.
Evermay Wealth Management left its Vanguard FTSE Pacific ETF share count unchanged in Q2 2026.
Vanguard FTSE Pacific ETF made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #318 holding.
Evermay Wealth Management first reported a position in Vanguard FTSE Pacific ETF in Q2 2021 and has held it in 21 quarters since.
455 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.