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Executive Wealth Group’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Executive Wealth Group’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
2024
Q1 		$2.43M Buy
32,900
+21,947
+200% +$1.61M 0.51% 28
2023
Q4 		$789K Buy
10,953
+199
+2% +$13.5K 0.5% 28
2023
Q3 		$719K Buy
10,754
+43
+0.4% +$2.99K 0.51% 29
2023
Q2 		$747K Buy
10,711
+79
+0.7% +$5.45K 0.5% 28
2023
Q1 		$721K Buy
10,632
+23
+0.2% +$1.54K 0.51% 28
2022
Q4 		$683K Buy
10,609
+146
+1% +$9.11K 0.52% 28
2022
Q3 		$601K Buy
10,463
+23
+0.2% +$1.47K 0.52% 29
2022
Q2 		$663K Buy
10,440
+90
+0.9% +$6.16K 0.51% 29
2022
Q1 		$766K Buy
10,350
+8
+0.1% +$598 0.5% 29
2021
Q4 		$807K Buy
10,342
+192
+2% +$15.3K 0.5% 28
2021
Q3 		$823K Buy
10,150
+1,244
+14% +$103K 0.5% 28
2021
Q2 		$733K Buy
8,906
+61
+0.7% +$5.06K 0.43% 27
2021
Q1 		$722K Hold
8,845
– – 0.44% 28
2020
Q4 		$704K Buy
8,845
+100
+1% +$7.35K 0.48% 27
2020
Q3 		$595K Buy
8,745
+40
+0.5% +$2.67K 0.46% 26
2020
Q2 		$554K Buy
8,705
+31
+0.4% +$1.87K 0.44% 27
2020
Q1 		$478K Sell
8,674
-195
-2% -$12.5K 0.46% 27
2019
Q4 		$617K Buy
8,869
+128
+1% +$8.78K 0.47% 26
2019
Q3 		$577K Buy
8,741
+35
+0.4% +$2.28K 0.46% 25
2019
Q2 		$575K Buy
8,706
+69
+0.8% +$4.52K 0.44% 26
2019
Q1 		$569K Buy
8,637
+16
+0.2% +$1.04K 0.44% 26
2018
Q4 		$523K Buy
8,621
+168
+2% +$10.9K 0.49% 26
2018
Q3 		$601K Hold
8,453
– – 0.5% 25
2018
Q2 		$592K Buy
8,453
+63
+0.8% +$4.58K 0.53% 25
2018
Q1 		$612K Buy
8,390
+13
+0.2% +$963 0.53% 24
2017
Q4 		$611K Buy
+8,377
New +$598K 0.55% 25

Other funds holding VPL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Executive Wealth Group's VPL Position: Q1 2024 in Review

Executive Wealth Group increased its Vanguard FTSE Pacific ETF (VPL) stake by 200% in Q1 2024, buying an estimated $1.61M and bringing the position to 32,900 shares worth $2.43M. The position accounts for 0.51% of the portfolio, ranked #28.

Executive Wealth Group first reported a position in VPL in Q4 2017 and has held it in 26 quarters since. 344 funds tracked by Wall St. Rank hold VPL as of Q1 2024.

  • Executive Wealth Group held 32,900 shares of Vanguard FTSE Pacific ETF worth $2.43M as of Q1 2024.
  • Executive Wealth Group bought 21,947 Vanguard FTSE Pacific ETF shares in Q1 2024, an estimated $1.61M.
  • Vanguard FTSE Pacific ETF made up 0.51% of Executive Wealth Group's portfolio in Q1 2024, its #28 holding.
  • Executive Wealth Group first reported a position in Vanguard FTSE Pacific ETF in Q4 2017 and has held it in 26 quarters since.
  • 344 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2024.

Based on Executive Wealth Group's 13F filing for Q1 2024, filed 11 Apr 2024.