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Greenleaf Trust’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Greenleaf Trust’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
2020
Q1 		– Sell
-5,474
Closed -$381K – 603
2019
Q4 		$381K Hold
5,474
– – 0.01% 354
2019
Q3 		$362K Hold
5,474
– – 0.01% 362
2019
Q2 		$362K Hold
5,474
– – 0.01% 358
2019
Q1 		$361K Sell
5,474
-666
-11% -$43.1K 0.01% 343
2018
Q4 		$372K Hold
6,140
– – 0.01% 312
2018
Q3 		$437K Hold
6,140
– – 0.01% 307
2018
Q2 		$430K Sell
6,140
-12,645
-67% -$920K 0.01% 304
2018
Q1 		$1.37M Sell
18,785
-4,231
-18% -$313K 0.03% 124
2017
Q4 		$1.68M Buy
23,016
+755
+3% +$53.9K 0.03% 113
2017
Q3 		$1.52M Buy
22,261
+3,809
+21% +$256K 0.03% 115
2017
Q2 		$1.21M Buy
+18,452
New +$1.19M 0.03% 119

Other funds holding VPL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return

Greenleaf Trust's VPL Position: Q1 2020 in Review

Greenleaf Trust sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2020, closing a stake of 5,474 shares — an estimated $381K sold.

Greenleaf Trust first reported a position in VPL in Q2 2017 and held it in 11 quarters. The position peaked at $1.68M in Q4 2017. 234 funds tracked by Wall St. Rank hold VPL as of Q1 2020.

  • Greenleaf Trust reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2020 after selling out during the quarter.
  • Greenleaf Trust sold 5,474 Vanguard FTSE Pacific ETF shares in Q1 2020, an estimated $381K.
  • Greenleaf Trust first reported a position in Vanguard FTSE Pacific ETF in Q2 2017 and held it in 11 quarters.
  • Greenleaf Trust's Vanguard FTSE Pacific ETF position peaked at $1.68M in Q4 2017.
  • 234 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2020.

Based on Greenleaf Trust's 13F filing for Q1 2020, filed 29 Apr 2020.