IFWM
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Institute for Wealth Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Institute for 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
Q1 		$646K Buy
6,609
+6
+0.1% +$599 0.07% 264
2025
Q4 		$597K Buy
6,603
+413
+7% +$37.3K 0.06% 271
2025
Q3 		$544K Sell
6,190
-174
-3% -$14.8K 0.06% 306
2025
Q2 		$523K Sell
6,364
-290
-4% -$22.1K 0.06% 303
2025
Q1 		$482K Sell
6,654
-112
-2% -$8.21K 0.06% 298
2024
Q4 		$481K Sell
6,766
-1,179
-15% -$88K 0.06% 291
2024
Q3 		$623K Sell
7,945
-177
-2% -$13.4K 0.08% 252
2024
Q2 		$602K Sell
8,122
-1,184
-13% -$87.5K 0.08% 243
2024
Q1 		$708K Sell
9,306
-1,391
-13% -$102K 0.09% 221
2023
Q4 		$771K Buy
10,697
+240
+2% +$16.3K 0.13% 192
2023
Q3 		$699K Sell
10,457
-343
-3% -$23.8K 0.13% 195
2023
Q2 		$753K Sell
10,800
-1,216
-10% -$84K 0.13% 194
2023
Q1 		$815K Sell
12,016
-1,625
-12% -$109K 0.16% 168
2022
Q4 		$878K Sell
13,641
-1,143
-8% -$71.3K 0.18% 154
2022
Q3 		$849K Sell
14,784
-855
-5% -$54.6K 0.19% 146
2022
Q2 		$993K Sell
15,639
-1,154
-7% -$78.9K 0.2% 133
2022
Q1 		$1.24M Sell
16,793
-379
-2% -$28.3K 0.2% 125
2021
Q4 		$1.34M Sell
17,172
-1,099
-6% -$87.8K 0.22% 118
2021
Q3 		$1.48M Sell
18,271
-248
-1% -$20.5K 0.26% 97
2021
Q2 		$1.52M Sell
18,519
-212
-1% -$17.6K 0.27% 93
2021
Q1 		$1.53M Sell
18,731
-2,110
-10% -$173K 0.29% 90
2020
Q4 		$1.66M Sell
20,841
-343
-2% -$25.2K 0.33% 74
2020
Q3 		$1.44M Sell
21,184
-437
-2% -$29.2K 0.33% 78
2020
Q2 		$1.38M Sell
21,621
-5,636
-21% -$340K 0.34% 78
2020
Q1 		$1.5M Buy
27,257
+1,556
+6% +$99.4K 0.46% 50
2019
Q4 		$1.79M Buy
+25,701
New +$1.76M 0.4% 53
2018
Q4 		– Sell
-39,300
Closed -$2.8M – 350
2018
Q3 		$2.8M Sell
39,300
-900
-2% -$62.7K 0.94% 21
2018
Q2 		$2.82M Buy
40,200
+9,529
+31% +$693K 0.9% 21
2018
Q1 		$2.25M Sell
30,671
-20,599
-40% -$1.53M 0.66% 32
2017
Q4 		$3.77M Buy
51,270
+28,607
+126% +$2.04M 0.87% 14
2017
Q3 		$1.55M Sell
22,663
-4,869
-18% -$328K 0.5% 62
2017
Q2 		$1.81M Buy
+27,532
New +$1.78M 0.5% 45
2015
Q4 		$1.25M Sell
21,964
-3,741
-15% -$215K 1.86% 19
2015
Q3 		$1.38M Buy
25,705
+812
+3% +$47K 2.62% 19
2015
Q2 		$1.52M Buy
+24,893
New +$1.57M 1.96% 18

Other funds holding VPL

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Institute for Wealth Management's VPL Position: Q1 2026 in Review

Institute for Wealth Management increased its Vanguard FTSE Pacific ETF (VPL) stake by 0.09% in Q1 2026, buying an estimated $599 and bringing the position to 6,609 shares worth $646K. The position accounts for 0.07% of the portfolio, ranked #264.

Institute for Wealth Management first reported a position in VPL in Q2 2015 and has held it in 35 quarters since. The position peaked at $3.77M in Q4 2017. 429 funds tracked by Wall St. Rank hold VPL as of Q1 2026.

  • Institute for Wealth Management held 6,609 shares of Vanguard FTSE Pacific ETF worth $646K as of Q1 2026.
  • Institute for Wealth Management bought 6 Vanguard FTSE Pacific ETF shares in Q1 2026, an estimated $599.
  • Vanguard FTSE Pacific ETF made up 0.07% of Institute for Wealth Management's portfolio in Q1 2026, its #264 holding.
  • Institute for Wealth Management first reported a position in Vanguard FTSE Pacific ETF in Q2 2015 and has held it in 35 quarters since.
  • Institute for Wealth Management's Vanguard FTSE Pacific ETF position peaked at $3.77M in Q4 2017.
  • 429 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.