HFW
VPL icon

Horizon Family Wealth’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Horizon Family Wealth’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
2022
Q2 		– Sell
-17,950
Closed -$1.33M – 61
2022
Q1 		$1.33M Buy
17,950
+1,055
+6% +$78.8K 1.32% 20
2021
Q4 		$1.32M Buy
+16,895
New +$1.35M 1.34% 21

Other funds holding VPL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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 $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Horizon Family Wealth's VPL Position: Q2 2022 in Review

Horizon Family Wealth sold out of Vanguard FTSE Pacific ETF (VPL) in Q2 2022, closing a stake of 17,950 shares — an estimated $1.33M sold.

Horizon Family Wealth first reported a position in VPL in Q4 2021 and held it in 2 quarters. The position peaked at $1.33M in Q1 2022. 289 funds tracked by Wall St. Rank hold VPL as of Q2 2022.

  • Horizon Family Wealth reported no remaining Vanguard FTSE Pacific ETF position as of Q2 2022 after selling out during the quarter.
  • Horizon Family Wealth sold 17,950 Vanguard FTSE Pacific ETF shares in Q2 2022, an estimated $1.33M.
  • Horizon Family Wealth first reported a position in Vanguard FTSE Pacific ETF in Q4 2021 and held it in 2 quarters.
  • Horizon Family Wealth's Vanguard FTSE Pacific ETF position peaked at $1.33M in Q1 2022.
  • 289 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2022.

Based on Horizon Family Wealth's 13F filing for Q2 2022, filed 5 Aug 2022.