GSWM
VPL icon

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

Golden State 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
2025
Q2 		– Sell
-27
Closed -$1.96K – 1666
2025
Q1 		$1.96K Hold
27
– – ﹤0.01% 1327
2024
Q4 		$1.92K Buy
+27
New +$2.02K ﹤0.01% 1257

Other funds holding VPL

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Golden State Wealth Management's VPL Position: Q2 2025 in Review

Golden State Wealth Management sold out of Vanguard FTSE Pacific ETF (VPL) in Q2 2025, closing a stake of 27 shares — an estimated $1.96K sold.

Golden State Wealth Management first reported a position in VPL in Q4 2024 and held it in 2 quarters. The position peaked at $1.96K in Q1 2025. 379 funds tracked by Wall St. Rank hold VPL as of Q2 2025.

  • Golden State Wealth Management reported no remaining Vanguard FTSE Pacific ETF position as of Q2 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 27 Vanguard FTSE Pacific ETF shares in Q2 2025, an estimated $1.96K.
  • Golden State Wealth Management first reported a position in Vanguard FTSE Pacific ETF in Q4 2024 and held it in 2 quarters.
  • Golden State Wealth Management's Vanguard FTSE Pacific ETF position peaked at $1.96K in Q1 2025.
  • 379 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.