Founders Financial Securities’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Founders Financial Securities’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
2018 Q3	–	Sell	-86,750	Closed	-$6.07M	–	105
2018 Q2	$6.07M	Buy	86,750 +23,523	+37%	+$1.71M	1.87%	17
2018 Q1	$4.61M	Buy	+63,227	New	+$4.68M	1.49%	21
2017 Q4	–	Sell	-66,314	Closed	-$4.52M	–	104
2017 Q3	$4.52M	Buy	+66,314	New	+$4.46M	1.61%	20
2015 Q2	–	Sell	-61,600	Closed	-$3.77M	–	80
2015 Q1	$3.77M	Buy	+61,600	New	+$3.66M	1.95%	15

Other funds holding VPL

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Founders Financial Securities's VPL Position: Q3 2018 in Review

Founders Financial Securities sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2018, closing a stake of 86,750 shares — an estimated $6.07M sold.

Founders Financial Securities first reported a position in VPL in Q1 2015 and held it in 4 quarters. The position peaked at $6.07M in Q2 2018. 248 funds tracked by Wall St. Rank hold VPL as of Q3 2018.

Founders Financial Securities reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2018 after selling out during the quarter.
Founders Financial Securities sold 86,750 Vanguard FTSE Pacific ETF shares in Q3 2018, an estimated $6.07M.
Founders Financial Securities first reported a position in Vanguard FTSE Pacific ETF in Q1 2015 and held it in 4 quarters.
Founders Financial Securities's Vanguard FTSE Pacific ETF position peaked at $6.07M in Q2 2018.
248 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2018.

Based on Founders Financial Securities's 13F filing for Q3 2018, filed 17 Oct 2018.