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

HB 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 		$3.73M Sell
32,206
-167
-0.5% -$18.5K 0.02% 332
2026
Q1 		$3.16M Sell
32,373
-1,526
-5% -$152K 0.02% 330
2025
Q4 		$3.06M Hold
33,899
– – 0.02% 337
2025
Q3 		$2.98M Buy
33,899
+3,660
+12% +$312K 0.02% 334
2025
Q2 		$2.49M Sell
30,239
-3,607
-11% -$275K 0.02% 335
2025
Q1 		$2.45M Sell
33,846
-865
-2% -$63.4K 0.02% 346
2024
Q4 		$2.47M Sell
34,711
-1,467
-4% -$110K 0.03% 249
2024
Q3 		$2.84M Sell
36,178
-1,649
-4% -$125K 0.03% 227
2024
Q2 		$2.81M Sell
37,827
-672
-2% -$49.7K 0.03% 217
2024
Q1 		$2.93M Sell
38,499
-5,613
-13% -$411K 0.04% 196
2023
Q4 		$3.18M Sell
44,112
-1,890
-4% -$128K 0.05% 170
2023
Q3 		$3.08M Sell
46,002
-759
-2% -$52.7K 0.05% 161
2023
Q2 		$3.26M Sell
46,761
-762
-2% -$52.6K 0.05% 157
2023
Q1 		$3.22M Sell
47,523
-7,003
-13% -$470K 0.06% 154
2022
Q4 		$3.51M Sell
54,526
-12,917
-19% -$806K 0.06% 143
2022
Q3 		$3.87M Sell
67,443
-12,524
-16% -$800K 0.08% 116
2022
Q2 		$5.08M Sell
79,967
-17,420
-18% -$1.19M 0.1% 99
2022
Q1 		$7.21M Sell
97,387
-17,827
-15% -$1.33M 0.13% 83
2021
Q4 		$8.99M Buy
+115,214
New +$9.21M 0.18% 45

Other funds holding VPL

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $3.36B AUM 17.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
Janney Montgomery Scott
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

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

HB Wealth Management reduced its Vanguard FTSE Pacific ETF (VPL) stake by 0.52% in Q2 2026, selling an estimated $18.5K and leaving 32,206 shares worth $3.73M. The position accounts for 0.02% of the portfolio, ranked #332.

HB Wealth Management first reported a position in VPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.99M in Q4 2021. 457 funds tracked by Wall St. Rank hold VPL as of Q2 2026.

  • HB Wealth Management held 32,206 shares of Vanguard FTSE Pacific ETF worth $3.73M as of Q2 2026.
  • HB Wealth Management sold 167 Vanguard FTSE Pacific ETF shares in Q2 2026, an estimated $18.5K.
  • Vanguard FTSE Pacific ETF made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #332 holding.
  • HB Wealth Management first reported a position in Vanguard FTSE Pacific ETF in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Vanguard FTSE Pacific ETF position peaked at $8.99M in Q4 2021.
  • 457 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.